Project Manager

CG Financial Services; Williamston (MI); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision, life, LTD,STD

Safe Harbor 401(k) with employer conr˗

Discretionary profit-sharing

Competitive base salary + bonus

Job summary

CG Financial Services is seeking a detail-oriented Project Manager to lead initiatives from initiation to completion, including a data lake and CRM migration. The role emphasizes planning, executing, and delivering projects on time and within budget, with collaboration across stakeholders and vendors.

The ideal candidate has a 3–5 year track record in project management with technical focus, strong leadership, and excellent communication skills to drive successful outcomes in a financial

Qualifications

• Bachelor’s degree in business management, information systems, or related field.
• PMP certification preferred.
• 3–5 years of project management experience with technical focus.
• Experience with data migration/conversion projects incl. mapping, testing, reconciliation, implementation; CRM experience preferred.
• Experience with system implementations, upgrades, integrations.
• 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 external vendors for flawless execution.
• Maintain project plans using Smartsheet.
• Prioritize tasks and delegate work to team members.
• Ensure quality control and on-time, on-budget delivery.
• Provide regular updates to stakeholders and senior management.
• Create and maintain comprehensive project documentation.
• Conduct post-project reviews to identify lessons learned and process improvements.

Skills

Project management

Leadership

Stakeholder communication

Risk management

Time management

Education

Bachelor’s degree in business management, information systems, or related field

PMP certification

Tools

Smartsheet

CRM software

Data migration tools

Job 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 is preferred.
• Minimum of 3-5 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

• Competitive base salary + 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.