[Remote] Senior Project Manager (reputed company Management Technology)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is partnering with a leading reputed company management organization to identify an reputed company Senior Project Manager to support strategic initiatives across its financial planning technology ecosystem. The role involves collaborating with various stakeholders to enhance key planning platforms and improve advisor and reputed company experiences.
Responsibilities
- reputed company strategic reputed company involving financial planning technology platforms
- Partner with internal SMEs to understand reputed company-state processes, capabilities, and opportunities for improvement
- Facilitate project planning, requirements gathering, stakeholder alignment, and execution activities
- Manage timelines, risks, dependencies, communications, and project deliverables
- Collaborate across business, operations, and technology teams to ensure successful reputed company
- Support the evaluation, enhancement, and optimization of financial planning technology solutions
- reputed company leadership and structure throughout the project lifecycle
Skills
- 5+ years of Project Management experience leading reputed company business and technology initiatives
- reputed company hands-on experience with eMoney reputed company a reputed company management, RIA, broker-dealer, or financial planning environment
- Experience leading eMoney implementations, enhancements, upgrades, integrations, or optimization initiatives
- Strong understanding of financial planning workflows, advisor processes, and reputed company engagement models
- Proven ability to manage cross-functional reputed company involving business stakeholders, operations teams, and reputed company
- Experience gathering business requirements, facilitating stakeholder discussions, managing project plans, and driving successful delivery
- Excellent communication, organizational, and stakeholder management skills
- Experience working reputed company reputed company management, financial planning, advisor services, or broker-dealer organizations
- Experience with additional financial planning platforms such as MoneyGuidePro, RightCapital, or similar solutions
- Background supporting reputed company technology transformation or digital modernization initiatives
- Experience evaluating and improving operational processes, workflows, and platform utilization
- Familiarity with advisor-facing and reputed company-facing financial planning tools
- Experience collaborating with financial planners, advisors, operations leaders, and executive stakeholders
- PMP, Agile, Scrum, or reputed company project management certifications
reputed company