Remote Senior Tech PM - Digital Wealth Delivery

InvestCloud; United States; Remote; USD 125,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life/AD&D insurance

FSA

HSA

EAP and health advocacy

Voluntary plans (accident, critical, …

401(k) with company match

Paid time off

Job summary

InvestCloud, a global leader in wealth technology, is seeking a Senior Technical Project Manager to lead Digital Wealth client implementations and platform delivery engagements. You will manage resources, budgets, schedules, and scope while driving quality results and ensuring client satisfaction.

You will partner with clients and internal teams to drive successful outcomes, overseeing all project lifecycle phases and maintaining strong executive-level communication and reporting.

Qualifications

• Bachelor's degree or equivalent experience in finance or technology.
• 5+ years of full lifecycle project management experience in a technology environment, with a proven ability to deliver against defined scope, budget, and timeline.
• 5+ years of experience using industry-standard project management tools, methodologies, and best practices.
• 2-3 years of experience leading complex project teams, workstreams, or delivery efforts.
• Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall.
• Experience working in a fast-paced, evolving organization and adapting effectively to changing priorities.
• Ability to work under pressure and manage competing priorities appropriately.
• Experience with project management and collaboration tools such as Jira, Tempo, and Confluence.
• Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects.
• Highly motivated, quick learner who works independently and drives solutions in an innovative, fast-paced environment.
• Ability to quickly adopt new concepts, business models, products, and technologies.
• Financial services industry experience.
• Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred.

Responsibilities

• Own end-to-end delivery of InvestCloud products and Digital Wealth solutions for clients.
• Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline.
• Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery.
• Manage resources and deliverables across a cross-functional, matrixed organization.
• Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and KPIs.
• Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates.
• Identify project risks early and develop actionable mitigation plans.
• Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed.
• Communicate effectively with both internal and external stakeholders at all levels, including executive audiences.
• Conduct executive-level status meetings and provide comprehensive weekly project updates.
• Coordinate across the organization to align teams, remove blockers, and drive timely execution.
• Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality.
• Delegate and communicate project objectives clearly to internal teams while driving accountability for results.
• Manage all aspects of client communication for assigned projects.
• Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude.
• Prioritize value-add activities that support project objectives and keep engagements aligned to scope.
• Perform other duties as assigned.

Skills

Project management

Jira

Tempo

Confluence

Agile

Scrum

Waterfall

SDLC

Stakeholder management

Budget management

Risk management

Communication

PMP certification

Education

Bachelor's degree or equivalent experience in finance or technology

Tools

Jira

Tempo

Confluence

Job description

InvestCloud, a global leader in wealth technology, is seeking a Senior Technical Project Manager to lead Digital Wealth client implementations and platform delivery engagements. You will manage resources, budgets, schedules, and scope while driving quality results and ensuring client satisfaction.

You will partner with clients and internal teams to drive successful outcomes, overseeing all project lifecycle phases and maintaining strong executive-level communication and reporting.