Senior Technical Project Manager
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Job Description
Senior Technical Project Manager leading digital wealth platform implementations for InvestCloud, a global wealth technology company. Managing scope, budgets, schedules, risks, and client delivery outcomes.
Responsibilities:
- Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients
- Lead all phases of project execution within approved scope, budget, and timeline
- Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery
- Manage resources and deliverables across a cross-functional, matrixed organization
- Maintain project status, budgets, schedules, forecasts, and scope updates
- Develop and actively manage detailed project plans, tasks, milestones, dependencies, and due dates
- Identify project risks and develop mitigation plans
- Escalate and resolve issues while keeping stakeholders informed
- Communicate with internal and external stakeholders, including executive audiences
- Conduct executive-level status meetings and provide weekly project updates
- Coordinate across the organization to align teams, remove blockers, and drive timely execution
- Use standard tools, templates, processes, and best practices to ensure delivery quality
- Delegate objectives clearly and drive accountability for results
- Manage all client communication for assigned projects
- Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude
- Prioritize value-add activities aligned with project objectives and scope
- Perform other duties as assigned
Requirements:
- Bachelor's degree or equivalent experience in the finance or technology industry
- 5+ years of full lifecycle project management experience in a technology environment
- Proven ability to deliver against defined scope, budget, and timeline
- 5+ years of experience using industry-standard project management tools, methodologies, and best practices
- 2–3 years of experience leading complex project teams, workstreams, or delivery efforts
- Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall
- Experience adapting effectively to changing priorities in a fast-paced, evolving organization
- Ability to work under pressure and manage competing priorities
- Experience with Jira, Tempo, and Confluence
- Strong analytical and problem-solving skills
- Ability to work independently and drive solutions in an innovative, fast-paced environment
- Ability to quickly adopt new concepts, business models, products, and technologies
- Financial services industry experience
- Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred
- PMP certification or PMI knowledge preferred
Benefits:
- Medical/Rx insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life/AD&D insurance plans
- Flexible Savings Account (FSA)
- Health Savings Account (HSA)
- Employee Assistance Plan (EAP)
- Health advocacy
- Voluntary ancillary plans, including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance
- 401(k) retirement savings plan with company match
- Paid time off
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