Project Manager

Asseta; New York (NY); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Equity plan

Health coverage

Unlimited PTO

Conference sponsorships

Team off-sites

On-site in NYC HQ

Job summary

Asseta, an AI-native operating system for UHNWIs, seeks a Project Manager to own end-to-end delivery of multiple implementations, from kickoff to go-live and stabilization. You will develop plans, manage risks, and be the main client contact across senior stakeholders and client teams.

You will coordinate cross-functional teams, drive milestones from CRP to UAT to Go-Live, and continually improve delivery playbooks and onboarding processes.

Qualifications

• 4+ years of project management experience, ideally delivering software implementations or professional services.
• Proven ability to manage multiple concurrent client projects with competing priorities and deadlines.
• Strong understanding of implementation lifecycles and delivery methodologies.
• Exceptional organizational, communication, and stakeholder-management skills.
• Comfort working directly with senior client stakeholders, including controllers, CFOs, and family office operators.
• PMP, CSM, or similar certification is a plus.
• Experience with financial software, accounting systems, or family office / wealth management is a meaningful plus.

Responsibilities

• Own end-to-end delivery of multiple concurrent Asseta implementations, from kickoff through go-live and stabilization
• Develop and maintain project plans, timelines, deliverables, and risk mitigation strategies
• Serve as the primary point of contact for clients on project status, milestones, and expectations
• Coordinate implementation consultants, engineering, and client stakeholders to keep work on track
• Drive project milestones from CRP to UAT to Go-Live, ensuring timely, high-quality delivery
• Identify risks and blockers early and proactively resolve them to protect timelines and outcomes
• Facilitate workshops, status meetings, and executive updates, communicating clearly at every level
• Contribute to improving delivery playbooks, onboarding processes, and project management standards

Skills

Project management

Stakeholder management

Delivery leadership

Organizational skills

Client communication

PMP/CSM

Finance software experience

Job description

Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on platform. Our flagship product, the Intelligent Family Office Suite, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.

The Opportunity

Asseta is seeking Project Managers to report to our Head of Implementation. You'll lead the delivery of Asseta implementations for family office clients, owning the plan, timeline, and stakeholder communication across multiple concurrent engagements and keeping every project on track from kickoff through go-live and stabilization. Coordinating implementation consultants, engineering, and client teams, you'll ensure each project lands on time, on scope, and at a high bar of quality.

As a Project Manager, You Will

• Own end-to-end delivery of multiple concurrent Asseta implementations, from kickoff through go-live and stabilization
• Develop and maintain project plans, timelines, deliverables, and risk mitigation strategies
• Serve as the primary point of contact for clients on project status, milestones, and expectations
• Coordinate implementation consultants, engineering, and client stakeholders to keep work on track
• Drive project milestones from CRP to UAT to Go-Live, ensuring timely, high-quality delivery
• Identify risks and blockers early and proactively resolve them to protect timelines and outcomes
• Facilitate workshops, status meetings, and executive updates, communicating clearly at every level
• Contribute to improving delivery playbooks, onboarding processes, and project management standards

Qualifications

• 4+ years of project management experience, ideally delivering software implementations or professional services
• Proven ability to manage multiple concurrent client projects with competing priorities and deadlines
• Strong understanding of implementation lifecycles and delivery methodologies
• Exceptional organizational, communication, and stakeholder-management skills
• Comfort working directly with senior client stakeholders, including controllers, CFOs, and family office operators
• PMP, CSM, or similar certification is a plus
• Experience with financial software, accounting systems, or family office / wealth management is a meaningful plus

Compensation and Benefits

Asseta offers competitive compensation along with a benefits package that includes:

• Base salary of $130,000-$170,000
• Equity plan eligibility
• Comprehensive health, dental, and vision coverage
• Unlimited paid time off
• Conference sponsorships and training opportunities
• Frequent company off-sites and team-building events
• On-site at our New York City headquarters