Fintech Technical Project Manager – Platform Delivery

WealthPlus, Inc.; New York (NY); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Annual discretionary bonus

Equity opportunities

Comprehensive benefits package

Job summary

WealthPlus, Inc. in New York City is seeking a Technical Project Manager to own the delivery lifecycle of the WealthPlus workplace benefits and financial wellness platform.

You will serve as the operational bridge between Product, Engineering, QA, Operations, Compliance, and Client Success, translating product requirements into sequenced, resourced delivery plans and driving them through sprint execution, releases, UAT, and deployment.

Qualifications

• Bachelor’s degree in business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or related field, or equivalent practical experience.
• 4-7 years of experience in technical project management, program management, delivery management, or business analysis within fintech, financial services, wealth management, workplace benefits, recordkeeping or enterprise SaaS.
• Demonstrated ownership of software delivery through releases, user acceptance testing, requirements documentation, process improvement, implementation, or operational workflows.
• Experience running agile or hybrid delivery processes, including dependency management, risk management, and change control.

Responsibilities

• Own end-to-end project delivery across the WealthPlus platform, spanning epics, features, release scope, dependencies, and product documentation.
• Coordinate requirements gathering for plan/account setup, participant/member elections, transactions, reporting, integrations, and digital user experiences.
• Translate business needs into delivery plans, interface definitions, data mappings, business rules, configuration options, edge cases, and open questions.
• Maintain delivery plans, backlogs, and documentation in tools such as Jira, Confluence, or similar platforms.
• Facilitate sprint planning, backlog grooming, specification reviews, QA reviews, UAT sessions, release planning, and product demos.
• Track feedback, dependencies, decisions, defects, and follow-ups across Product, Technology, Operations, Compliance, Client Success, Implementation, and Sales, escalating blockers with a recommended path forward.

Skills

Written communication

Detail oriented

Analytical mindset

Technical fluency

Cross-functional collaboration

Education

Bachelor's degree in business / finance / operations / information systems / computer science

Tools

Jira

Confluence

Excel

Lucidchart

Figma

Salesforce

Zendesk

Job description

WealthPlus, Inc. in New York City is seeking a Technical Project Manager to own the delivery lifecycle of the WealthPlus workplace benefits and financial wellness platform.

You will serve as the operational bridge between Product, Engineering, QA, Operations, Compliance, and Client Success, translating product requirements into sequenced, resourced delivery plans and driving them through sprint execution, releases, UAT, and deployment.