Project Manager

Lead with Purpose. Partner with Impact.

The Project Manager is responsible for the successful management and delivery of operations projects that support the organization’s strategic initiatives and long-term vision. This role ensures projects are completed on time, within scope, and within budget. The Project Manager partners with business sponsors, technical teams, vendors, and cross-functional stakeholders to drive clarity, resolve issues, and deliver high-quality outcomes. The Project Manager will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long-term success.

What you’ll Do:

To perform this role successfully, the individual must demonstrate personal ownership of all aspects of the role to create positive results including:

Project Planning, Execution & Delivery

Define project scope and objectives with stakeholders; ensure business and technical feasibility.

Develop detailed project plans, schedules, milestones, and resource allocations using organization approved tools.

Drive strategic and operational planning activities across product lines, programs, and portfolios.

Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution.

Lead and facilitate project team meetings, document decisions, risks, and next steps.

Coordinate project teams in matrixed environments and across varying project sizes.

Risk, Issue, Budget & Change Management

Manage constraints with strong focus on scope, time, budget, risk, and change control.

Track and analyze project performance to ensure achievement of short and longterm goals.

Conduct financial analysis and recommend adjustments aligned to project and organizational objectives.

Identify, assess, and mitigate potential risks and issues that may arise during the integration process.

Documentation & Communication

Create and maintain comprehensive project documentation across the full lifecycle.

Provide regular project communications—including updates, dashboards, and presentations—to stakeholders at all levels.

Prepare materials for leadership meetings and assist in synthesizing decisions and action plans.

Stakeholder Engagement & Collaboration

Partner with business sponsors, technology teams, external vendors, and cross-functional teams to ensure alignment and progress.

Facilitate business requirements gathering, refinement, and validation.

Cross-Functional Collaboration

Facilitate communication and collaboration between different teams and departments to ensure a cohesive process.

Change Management

Support employees through the transition, addressing concerns and ensuring smooth cultural integration.

Create a playbook for the migration to common CRM systems, custodial platforms, client reporting tools and other core technology with minimal disruption to clients and advisors.

Ensure the accuracy and integrity of data during change processes.

What You Bring:

To perform this job successfully, the individual should have the following skills and abilities.

Project Management Expertise

Experience managing complex projects in fastpaced environments.

Strong understanding of scope, schedule, budget, and risk management frameworks.

Familiarity with PMO methodologies and tools

Business & Technical Acumen

Ability to analyze and translate business requirements and familiarity with technology requirements.

Understanding of enterprise strategy and how projects support organizational goals.

Communication & Leadership

Excellent written and verbal communication skills, including preparing and delivering presentations.

Ability to lead cross functional teams, manage conflict, and drive consensus.

Analytical & Problem-Solving Skills

Ability to evaluate project performance, identify issues, and recommend solutions.

Professional Attributes

Ability to work independently and manage multiple concurrent initiatives.

Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies

Ability to identify and resolve sensitive issues that arise during a change management process.

Excellent communication and relationship-building skills, with the ability to influence and inspire across all levels of an organization.

Ability to think strategically, with a proven ability to collaborate cross-functionally to influence outcomes.

Detail-oriented, consistent follow-up to drive accountability.

Travel up to 30%.

Education, Experience, Certifications

4-year degree in business, technology, operations, or related field.

3-5 years of experience in project management.

PMP, Agile certifications are preferred.

Knowledge of common RIA applications including Orion, Addepar, Investigo, Envestnet, Black Diamond desirable.

Familiarity with Confluence, Smartsheet, Salesforce, MS Project, Lucid Charts required.

MS Office Suite required.