Project Manager - Intermediate

Associate Staffing LLC; Charlotte (NC); On-site; USD 95,000 - 135,000; Full time

Job summary

Associate Staffing LLC is seeking a skilled Project Manager for a Fortune 500 financial services client. You will lead advisor onboarding initiatives and oversee technology enhancements in a fast-paced environment.

This role requires strong leadership, extensive PM experience in technology, and proficiency with Jira. You will collaborate with internal teams to deliver complex projects, including integration activities related to Mergers & Acquisitions.

Qualifications

• Five+ years of project management experience in technology.
• Experience in broker-dealer/financial services or regulated industries.
• Strong organizational skills in planning, implementation and reporting.
• Experience managing full project lifecycles and budgets.
• Excellent communication with customers, teams and stakeholders.
• Ability to identify and manage project risks.

Responsibilities

• Lead advisor onboarding initiatives for the client.
• Oversee technology enhancements within a dynamic financial services environment.
• Manage project execution using Jira and related tools.
• Drive integration activities for mergers and acquisitions.
• Collaborate with internal teams for successful project delivery.

Skills

Project management

Financial services experience

Regulated industry experience

Leadership

Communication with stakeholders

Risk management

Jira

Planview

Smartsheet

Tools

Jira

Planview

Smartsheet

Job description

The Company

A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.

Overview

Are you a skilled and detail-oriented Project Manager looking for a new opportunity to showcase your expertise? Our client is seeking an experienced individual to join their tea. In this role, you will lead advisor onboarding initiatives and oversee technology enhancements within a dynamic financial services environment. Your responsibilities will include managing project execution using Jira, driving integration activities for Mergers & Acquisitions, and collaborating with internal teams for successful project delivery. If you thrive in a fast-paced, collaborative setting and possess strong leadership capabilities, we want to hear from you.

Required Skills

• Five or more years of project management experience in Technology
• Experience in broker dealer/financial services or other heavily regulated industries
• Strong organizational skills in planning, implementation, and reporting projects
• Proficiency in managing the full project lifecycle and project budgets
• Excellent communication skills with customers, team members, and stakeholders
• Ability to identify and manage risks effectively
• Knowledge of software tools such as Jira, Planview, and Smartsheet

Nice to Have Skills

• Business and IT strategy expertise
• Previous experience in delivering large-scale technology projects, including infrastructure projects

Other Requirements

• Strong leadership capability
• Ability to work in a collaborative environment
• Willingness to engage staff, peers, and stakeholders in project delivery
• Flexibility to manage multi-faceted projects and project budgets

If you are ready to take on a new challenge and contribute to impactful projects within a reputable financial services environment, join our client as a Project Manager. Advance your career and make a difference today!

Equal Opportunity Employer

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.