Project Manager

Yoh, A Day & Zimmermann Company; Fort Mill (SC); Hybrid; USD 68,000 - 96,000; Full time

Benefits offered by this job

Medical benefits

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Certification and training

Job summary

Yoh, a Day & Zimmermann Company, is seeking an experienced Project Manager to lead advisor technology transitions. This hybrid Fort Mill, SC role supports onboarding initiatives, coordinating cross‑functional teams to ensure timely, high‑quality transitions for advisors and internal partners.

You will manage documentation, risk mitigation, and stakeholder communications, leveraging Jira, Confluence, Smartsheet, and Excel to track progress and deliverables. PMP/Agile experience is a plus.

Qualifications

• Financial services or wealth management experience.

Responsibilities

• Manage advisor technology transition projects from initiation through completion, typically 3–5 months.
• Serve as primary project contact for advisors, leading meetings and communicating timelines and changes.
• Coordinate multiple projects concurrently in a fast-paced environment.
• Partner with advisors and cross-functional teams to keep activities aligned and on schedule.
• Coordinate activities across technology teams (networking, telecom, workstations, infrastructure, email, data migration).
• Document project milestones, risks, issues, and deliverables; maintain status updates in Jira/Confluence/Smartsheet.

Skills

Project management

Client communication

Cross-functional collaboration

Stakeholder management

Education

Bachelor's degree or equivalent

Tools

Jira

Confluence

Smartsheet

MS Excel

Job description

Project Manager – Advisor Affiliate Technology Transitions

12 month contract/contract to hire (W2 ONLY, NO C-C)

Fort Mill, SC (Hybrid)

We are seeking an experienced and highly organized Project Manager to join our Project Management team supporting the Advisor Affiliate business. This role will manage technology transition projects associated with advisor practice onboarding, including liquidity and succession transactions. The Project Manager will serve as a key point of contact for advisors and internal business partners, coordinating multiple cross-functional teams to ensure projects are executed successfully, efficiently, and with a high level of client service. This is a highly collaborative, client-facing role requiring strong communication skills, attention to detail, project management expertise, and the ability to manage multiple fast-paced initiatives simultaneously.

Key Responsibilities

• Manage advisor technology transition projects from initiation through completion, typically spanning approximately 3–5 months.
• Serve as a 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.

Required Qualifications

Financial services or wealth management experience.

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.

Relevant experience may include familiarity with:

• Network infrastructure and connectivity
• Internet Service Providers (ISPs) and circuit installations
• Telecommunications and phone systems
• Workstations, computers, monitors, and related equipment
• Email and file migrations
• Data migration activities
• Microsoft Outlook and PST files
• Technology implementation and conversion projects

PMP certification is a plus but not required.

Scrum Master or Agile project management experience is a plus.

Estimated Min Rate: $49.00

Estimated Max Rate: $70.00

What’s In It for You?

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice