Project Manager

CG Financial Services; Lansing (MI); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

LTD

STD

Safe Harbor 401(k) with employer con b

Discretionary profit-sharing

Job summary

CG Financial Services is seeking a detail-oriented Project Manager to lead initiatives from initiation to completion. You will plan, execute, and deliver projects on time and within budget, with initial focus on a data lake and CRM migration and transition.

The role requires 2-5 years of project management experience in technical environments, strong communication, and leadership skills. This is an on-site position based in Lansing, MI, offering a competitive salary and benefits package.

Qualifications

• Bachelor’s degree in business management, information systems, or a related field.
• PMP certification or CAPM preferred.
• Minimum of 2-5 years of proven project management experience with technical focus.
• Experience managing data migration or conversion projects including data mapping, testing, reconciliation, and implementation; CRM experience preferred.
• Experience with system implementation, upgrades, and integrations, and strong leadership and communication skills.

Responsibilities

• Define project scope, goals, and deliverables with stakeholders.
• Develop detailed project plans with timelines, milestones, and resources.
• Conduct risk management to minimize project risks.
• Coordinate internal resources and vendors for execution.
• Use project management software ( Smartsheet ) to build and maintain plans.
• Prioritize tasks, delegate, and maintain quality throughout the lifecycle.

Skills

PMP/CAPM preferred

PM experience 2-5 yrs

Data migration

CRM experience

Stakeholder communication

Leadership

Education

Bachelor’s degree in business/IS or related field

Tools

Smartsheet

CRM systems

System integration tools

Job description

Description

Job Summary:

We are seeking a detail-oriented and results-driven Project Manager to lead and coordinate projects from initiation to completion. The ideal candidate will be responsible for planning, executing, and delivering projects on time, within budget, and in alignment with company goals. Initial projects will be a data lake and CRM migration and transition.

Core Values:

We’re not just looking for a Project Manager we’re looking for someone who embodies our values and enhances our team’s energy and impact:

• Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
• Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
• Self-Motivated: You’re driven, proactive, and unafraid to take initiative or tackle challenges.
• Authentic: You operate with honesty, integrity, and a no-drama, no politics approach.
• Positively Impact People: You care about helping others grow-your team, clients, and community – and believe in collective success.

Responsibilities:

• Define project scope, goals, and deliverables in collaboration with key stakeholders.
• Develop comprehensive project plans, including detailed timelines, milestones, and resource allocations.
• Conduct risk management to minimize project risks.
• Coordinate internal resources and third parties/vendors for flawless execution.
• Build out and maintain comprehensive project plans using project management software (Smartsheet).
• Prioritize tasks and delegate work.
• Ensure quality control throughout the project lifecycle to ensure deliverables meet or exceed expectations.
• Monitor progress throughout the life cycle of the project and take corrective action where necessary and elevate issues when appropriate.
• Drive plans for on-time and on-budget completion.
• Establish and maintain clear communication with all stakeholders and senior management, providing regular updates on project status.
• Create and maintain comprehensive project documentation.
• Conduct post-project reviews to evaluate performance, document lessons learned and identify areas for process improvement.

Requirements

Qualifications:

• Bachelor’s degree in business management, information systems, or a related field.
• PMP certification or CAPM is preferred.
• Minimum of 2-5 years of proven working experience in project management with technical expertise.
• Demonstrated experience managing data migration or conversion projects including data mapping, testing, reconciliation, and implementation. CRM experience strongly preferred.
• Experience with system implementation, upgrades, and integrations.
• Proven ability to motivate and guide project teams to achieve goals, providing purpose and direction.
• Excellent written, verbal, and presentation skills to effectively communicate with management, team members, stakeholders and vendors.
• Aptitude for identifying issues and obstacles and developing creative and effective solutions.
• Strong leadership, organizational, and time management skills.
• Experience with project management software.
• Exceptional organizational skills to manage tasks, priorities, and multiple projects simultaneously while meeting deadlines.
• Financial services expereince preferred, wealth management experience is a plus.

Benefits:

Base salary range $70,000 - $80,000 + performance bonus eligibility. CG Financial offers medical, dental, vision, life, LTD, STD, and other insurances as benefits. Employees will be eligible for a Safe Harbor 401(k) with employer conribution and discretionary profit-sharing.