Advisor Tech Transition Project Manager (Hybrid)

Yoh Services LLC; Fort Mill (SC); On-site; USD 68,000 - 96,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh Services LLC is seeking an experienced Project Manager to lead advisor technology transition projects in Fort Mill, SC. This hybrid, 12-month contract-to-hire role focuses on onboarding advisors through liquidity and succession transitions and coordinating cross-functional teams to deliver timely, high-quality results.

The role requires strong communication, organizational skills, and a proven ability to manage multiple initiatives from initiation through completion, with experience using

Qualifications

• Bachelor's degree or equivalent professional experience.
• Approximately 3–5 years of project management experience preferred; candidates with strong project management experience and demonstrated ability to manage projects from initiation through completion will be considered.
• Experience working with Jira, Confluence, Smartsheet, and MS Excel.
• Demonstrated experience managing projects, implementations, migrations, conversions, or other complex initiatives from start to finish.
• Strong organizational and time-management skills with exceptional attention to detail.
• Ability to manage multiple projects, priorities, deadlines, and stakeholder groups simultaneously.
• Excellent verbal and written communication skills.
• Strong presentation and interpersonal skills with the ability to communicate professionally with senior stakeholders and external clients/advisors.
• Demonstrated ability to work independently, take initiative, ask questions, and move projects forward with limited day-to-day direction.
• Strong problem-solving and critical-thinking skills. Ability to work effectively in a cross-functional team environment.
• Experience or familiarity with technology implementations and infrastructure is highly valued.
• PMP certification is a plus but not required.
• Scrum Master or Agile project management experience is a plus.

Responsibilities

• Manage advisor technology transition projects from initiation through completion, typically spanning approximately 3–5 months.
• Serve as primary project contact for advisors, including leading introductory and status meetings and clearly communicating project timelines, expectations, and upcoming changes.
• Coordinate and manage multiple projects and initiatives concurrently in a fast-paced environment.
• Partner closely with advisors and cross-functional internal teams to ensure all project activities remain aligned and on schedule.
• Coordinate activities across technology teams, including networking, telecommunications, workstation equipment, infrastructure, email, file/data migration, and related services.
• Collaborate with business partners, Integration Management Office teams, Corporate Real Estate, Technology, and other stakeholders involved in advisor transitions.
• Track project milestones, dependencies, risks, issues, action items, and deliverables through completion.
• Proactively identify potential project risks or roadblocks and work with appropriate stakeholders to develop solutions.
• Facilitate communication among technical and non-technical stakeholders to keep projects moving forward.
• Maintain accurate project documentation and status updates using tools such as Jira, Confluence, Smartsheet, and Microsoft Excel.
• Ensure project information is thoroughly documented to provide support teams with a comprehensive record of completed activities and transition details.
• Support business-as-usual initiatives and additional project management efforts as needed.
• Participate in training and knowledge-sharing activities and quickly apply new information to active projects.
• Continuously identify opportunities to improve project processes, communication, and execution.

Skills

Project management

Stakeholder management

Communication

Time management

Cross-functional teamwork

Education

Bachelor's degree

Tools

Jira

Confluence

Smartsheet

MS Excel

Job description

Yoh Services LLC is seeking an experienced Project Manager to lead advisor technology transition projects in Fort Mill, SC. This hybrid, 12-month contract-to-hire role focuses on onboarding advisors through liquidity and succession transitions and coordinating cross-functional teams to deliver timely, high-quality results.

The role requires strong communication, organizational skills, and a proven ability to manage multiple initiatives from initiation through completion, with experience using