Strategic Projects Manager Private Wealth

Blue Trust, Inc.; Alpharetta (GA); On-site; USD 85,000 - 125,000; Full time

Job summary

Blue Trust, Inc. in Alpharetta, GA seeks a Project Manager, Private Wealth to support the NMD and RMDs by planning, organizing, and directing cross‑functional projects from concept through implementation, ensuring timely delivery and alignment with quarterly rocks and EOS initiatives.

Strong analytical, communication, and presentation skills are essential, with expert PowerPoint and Excel ability and the discretion to handle confidential data.

Qualifications

• Excellent computer skills with expert proficiency in PowerPoint and Excel.
• Strong verbal and written communication skills.
• Able to manage multiple time-sensitive tasks and work both independently and in a team.

Responsibilities

• Plans, organizes, evaluates, and supports cross-functional projects from concept through implementation.
• Creates engaging PowerPoint presentations for strategy alignment.
• Provides timely project status reports to leadership and stakeholders.
• Coordinates deliverables across multiple departments and manages risks and changes.
• Supports EOS initiatives and maintains internal intranet pages.

Skills

PowerPoint

Excel

Microsoft Office

Communication skills

Project management

Attention to detail

Discretion with confidential data

Judgment

Analytical skills

Problem solving

Education

Bachelor's degree in Business

Job description

Blue Trust, Inc. in Alpharetta, GA seeks a Project Manager, Private Wealth to support the NMD and RMDs by planning, organizing, and directing cross‑functional projects from concept through implementation, ensuring timely delivery and alignment with quarterly rocks and EOS initiatives.

Strong analytical, communication, and presentation skills are essential, with expert PowerPoint and Excel ability and the discretion to handle confidential data.