Business Technology Project Manager

Aspiriant; Mountain View (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Collaborative work environment

Continuing education assistance program

401(k) with company match

Bonus program

Company contribution up to 95% for health insurance

Job summary

Aspiriant seeks a Business Technology Project Manager in Mountain View, California. The ideal candidate will lead technology projects, ensuring alignment with business objectives, especially in financial services. Responsibilities include managing project plans and stakeholder engagement, while also leading application implementations. Candidates should have at least 5 years of project management experience and possess relevant certifications. This role offers a hybrid work arrangement and a supportive environment for career growth.

Qualifications

• Experience leading application implementations and technology deployments.
• Preferably in financial services, wealth management, or RIA environment.
• Working technical knowledge (e.g., APIs, SaaS platforms).

Responsibilities

• Lead end-to-end delivery of technology supported business projects.
• Develop and manage project plans, timelines, budgets, risks, dependencies.
• Partner with IT to assess existing applications.

Skills

Exceptional communication and stakeholder management skills

Hands-on technical leader with ability to manage multiple concurrent projects

Education

PMP, Agile, or similar certification

5+ years of project management experience

Tools

Salesforce.com

Tableau

Black Diamond

Job description

The Business Technology Project Manager partners with IT and business stakeholders to lead the assessment, implementation, and deployment of technology solutions and initiatives that support Aspiriant’s advisory, client service, and operational teams.

Benefits

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

Responsibilities

• Lead end-to-end delivery of technology supported business projects, including application assessments, vendor evaluations, and implementations.
• Develop and manage project plans, timelines, budgets, risks, dependencies, and communications.
• Coordinate internal resources and external vendors to ensure successful execution and adoption.
• Partner with IT to assess existing applications and identify opportunities for optimization, consolidation, or replacement.
• Help deployment of advisory, client service, finance, and operational platforms and workflows.
• Ensure solutions align with enterprise architecture, security, and compliance standards.
• Drive stakeholder engagement through clear communication, documentation, and status reporting.
• Support user readiness, training coordination, and adoption planning.
• Translate business requirements into clear project objectives and technical requirements.
• Identify and manage organizational change impacts associated with new technology deployments.
• Reinforce IT governance processes, including intake, prioritization, and post-implementation reviews.

Ideal Candidate

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion.

Knowledge

• Grasp of advisory, client service, or back-office workflows.

Skills

• Exceptional communication and stakeholder management skills
• Hands-on technical leader with ability to manage multiple concurrent projects

Abilities

• Working technical knowledge (e.g. API’s, SaaS platforms, data flows), with ability to collaborate effectively with technical teams.

Experience and Education

• 5+ years of project management experience, preferably in financial services, wealth management, or an RIA environment.
• PMP, Agile, or similar certification required
• Experience leading application implementations and technology deployments.
• Experience with Salesforce.com, Tableau, and Black Diamond a plus

Physical Demands and Work Environment

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Diversity, Inclusion, and Belonging

Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future... a firm where people can be themselves, learning is limitless, and everyone can thrive.

Equal Opportunity Employer

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

Compliance

www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.