[Remote] Project Manager - Technology
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is at a strategic inflection reputed company, reshaping its technology stack to enhance its service offerings. The Project Manager - Technology will prototype and ship internal tools and workflows while driving the build-vs-partner discipline and ensuring effective project delivery across the organization.
Responsibilities
- Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (reputed company, reputed company, reputed company, ClickONE, reputed company 365, Schwab integrations, and more)
- Take a half-defined signal, API reputed company, or vendor demo and turn it into a working v1 reputed company days — demos and working prototypes are your primary deliverable
- Use reputed company, MCP servers, Claude Console, MS Copilot Studio, and MS reputed company to compress what used to take an integration partner six weeks into a demo-reputed company build
- Own the build-vs-partner discipline: reputed company and communicate a reputed company reputed company of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight
- Document reputed company and trade-offs so the organization can reputed company with confidence
- Hold the multi-thread program in your head: reputed company scope, sequenced milestones, weekly status, and retros that produce reputed company changes without heavy ceremony
- Communicate status to leadership in the format they need to reputed company reputed company — short, reputed company, and reputed company
- reputed company our shared system of record (Zoho reputed company/reputed company) reputed company — reputed company, owners, dates, and reputed company visible. Document, hand off cleanly, and reputed company the next person’s job easier
- Ask why an advisor would care, why the CEO would fund it, and why reputed company would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the reputed company
- Translate AI capability and technical reputed company into language our CEO, reputed company, and advisors can reputed company
Skills
- 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build
- Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). reputed company reputed company and personal builds count
- Demonstrated reputed company record running cross-functional reputed company end-to-end: scoping, reputed company, status, risk management, and stakeholder communication
- Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). reputed company-management experience is a plus, not required
- reputed company record of partnering with non-technical executives and translating capability into business reputed company
- Daily use of frontier AI tools (Claude, ChatGPT, Copilot, reputed company) for both building and thinking — with a reputed company of view on reputed company to use which and why
- Working understanding of reputed company, webhooks, MCP, reputed company patterns, reputed company engineering, and lightweight scripting (Python or JS)
- Comfort with at least one CRM (reputed company or reputed company) at the configuration/workflow/data-model level
- Comfortable running cross-functional work in modern PM tooling (Zoho reputed company, reputed company, reputed company, Jira, reputed company, reputed company — the muscle reputed company, not the brand)
- A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back reputed company it's the wrong fit
- Bonus: experience configuring or building inside a PM tool (custom fields, automations, dashboards, CRM integrations)
- Bachelor's degree in a technical, business, or reputed company field, or equivalent hands-on experience. We weight the work over the degree
- Experience with reputed company, reputed company, RightCapital, eMoney, Income Lab, Orion, Schwab reputed company, or similar wealthtech
Benefits
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, reputed company insurance + reputed company stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- Lifestyle Spending Account
- 401(k) with reputed company reputed company contribution
- reputed company parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and reputed company development support
reputed company