Senior Technical PM for Digital Wealth Deployments

InvestCloudOct2024; United States; On-site; USD 125,000 - 160,000; Full time

Job summary

InvestCloud is seeking a Senior Technical Project Manager with wealth-management experience to lead Digital Wealth client implementations and platform delivery engagements from initiation through completion. You will partner with clients and internal teams to drive successful outcomes and ensure high client satisfaction.

This role requires strong communication, delivery leadership, and the ability to manage scope, budgets, milestones, and risks across a matrixed organization.

Qualifications

• Bachelor's degree or equivalent experience in finance or technology industry
• 5+ years of full lifecycle project management experience in a technology environment
• 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 to changing priorities
• Experience with project management and collaboration tools such as Jira, Tempo, and Confluence
• Financial services industry experience
• Background in wealth management, digital advisory platforms, or related financial services domains

Responsibilities

• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth 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 company 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

Communication

Delivery leadership

Stakeholder management

Budget management

Risk management

Agile

Scrum

Waterfall

Education

Bachelor's degree or equivalent experience in finance/tech

Tools

Jira

Tempo

Confluence

Job description

InvestCloud is seeking a Senior Technical Project Manager with wealth-management experience to lead Digital Wealth client implementations and platform delivery engagements from initiation through completion. You will partner with clients and internal teams to drive successful outcomes and ensure high client satisfaction.

This role requires strong communication, delivery leadership, and the ability to manage scope, budgets, milestones, and risks across a matrixed organization.