Senior Project Manager

Compunnel Inc.; New Jersey; Remote; USD 90,000 - 120,000; Full time

Job summary

A leading consulting firm is seeking a Project Manager with a strong background in Wealth Management. This remote role involves leading end-to-end projects, ensuring timely delivery and high-quality execution. Key qualifications include exceptional stakeholder management and experience with Microsoft tools. The ideal candidate thrives in a fast-paced environment and has hands-on experience in financial services.

Qualifications

• Proven end-to-end project management experience in Wealth Management or Financial Services.
• Strong communication and stakeholder management skills.
• Experience managing multiple priorities and cross-functional initiatives.

Responsibilities

• Lead end-to-end project initiatives across business and technology.
• Gather and interpret business requirements and translate into actionable plans.
• Work closely with cross-functional teams to drive execution.

Skills

Project management

Stakeholder management

Experience with Microsoft tools

Business analysis

Tools

Microsoft Project

Microsoft Teams

Microsoft SharePoint

Power BI

Job description

Project Manager – Corporate Functions – Remote

We are seeking a versatile and dynamic Project Manager with deep expertise in Wealth Management to lead end-to-end initiatives across business and technology. This individual will take full ownership of projects—ensuring delivery on time, within scope, and with the highest quality.

The ideal candidate will have a strong background in financial services, exceptional stakeholder management, and the ability to thrive in a fast-paced, dynamic environment. This is a Microsoft shop, so hands‑on experience with Microsoft tools and technologies (e.g., Project, Teams, SharePoint, Power BI) is essential.

A strong business analysis background is critical—this role requires someone who can gather and interpret business requirements, translate them into actionable plans, and work closely with cross‑functional teams to drive execution. Experience providing UX project oversight is a plus.

Expertise with deep understanding of advisory operations, client onboarding, portfolio management, trading platforms, or financial planning tools. Knowledge of how front, middle, and back office interact in a wealth environment. Experience with high‑net‑worth client workflows or advisor enablement initiatives (e.g., digital advisor platforms, CRM integration, product strategy).

Key Requirements

• Proven end‑to‑end project management experience within Wealth Management or Financial Services
• Strong communication and stakeholder management skills
• Experience with Microsoft platforms and tools for project tracking and collaboration
• Ability to manage multiple priorities and cross‑functional initiatives

Job Details

• Mid‑Senior level
• Contract
• IT Services and IT Consulting