Technical Project Manager

WealthPlus; New York (NY); Vor Ort; USD 150.000 - 175.000; Vollzeit

Benefits dieser Stelle

Annual discretionary bonus

Equity opportunities

Comprehensive benefits package

Zusammenfassung

WealthPlus, Inc. in New York City is seeking a Technical Project Manager to own the delivery lifecycle of the WealthPlus workplace benefits and financial wellness platform.

You will serve as the operational bridge between Product, Engineering, QA, Operations, Compliance, and Client Success, translating product requirements into sequenced, resourced delivery plans and driving them through sprint execution, releases, UAT, and deployment.

Qualifikationen

• Bachelor’s degree in business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or related field, or equivalent practical experience.
• 4-7 years of experience in technical project management, program management, delivery management, or business analysis within fintech, financial services, wealth management, workplace benefits, recordkeeping or enterprise SaaS.
• Demonstrated ownership of software delivery through releases, user acceptance testing, requirements documentation, process improvement, implementation, or operational workflows.
• Experience running agile or hybrid delivery processes, including dependency management, risk management, and change control.

Aufgaben

• Own end-to-end project delivery across the WealthPlus platform, spanning epics, features, release scope, dependencies, and product documentation.
• Coordinate requirements gathering for plan/account setup, participant/member elections, transactions, reporting, integrations, and digital user experiences.
• Translate business needs into delivery plans, interface definitions, data mappings, business rules, configuration options, edge cases, and open questions.
• Maintain delivery plans, backlogs, and documentation in tools such as Jira, Confluence, or similar platforms.
• Facilitate sprint planning, backlog grooming, specification reviews, QA reviews, UAT sessions, release planning, and product demos.
• Track feedback, dependencies, decisions, defects, and follow-ups across Product, Technology, Operations, Compliance, Client Success, Implementation, and Sales, escalating blockers with a recommended path forward.

Kenntnisse

Written communication

Detail oriented

Analytical mindset

Technical fluency

Cross-functional collaboration

Ausbildung

Bachelor's degree in business / finance / operations / information systems / computer science

Tools

Jira

Confluence

Excel

Lucidchart

Figma

Salesforce

Zendesk

Jobbeschreibung

Technical Project Manager

Department: Technology

Employment Type: Full Time

Location: New York City, NY

Compensation: $150,000 - $175,000 / year

Description

Reports To: Head of Technology

Position Summary:

WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

The Technical Project Manager will own the delivery lifecycle for the WealthPlus workplace benefits and financial wellness platform, serving as the operational bridge between Product, Engineering, QA, Operations, Compliance, and Client Success. This role translates product requirements and business needs into sequenced, resourced, and accountable delivery plans, and drives those plans through sprint execution, release readiness, UAT, and deployment.

Key Responsibilities

• Own end-to-end project delivery across the WealthPlus platform, spanning epics, features, release scope, dependencies, and product documentation.
• Coordinate requirements gathering for plan/account setup, participant/member elections, transactions, reporting, integrations, and digital user experiences.
• Translate business needs into delivery plans, interface definitions, data mappings, business rules, configuration options, edge cases, and open questions.
• Maintain delivery plans, backlogs, and documentation in tools such as Jira, Confluence, or similar platforms.
• Facilitate sprint planning, backlog grooming, specification reviews, QA reviews, UAT sessions, release planning, and product demos.
• Track feedback, dependencies, decisions, defects, and follow-ups across Product, Technology, Operations, Compliance, Client Success, Implementation, and Sales, escalating blockers with a recommended path forward.

Skills, Knowledge and Expertise

Education & Experience:

• Bachelor’s degree in business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or a related field, or equivalent practical experience.
• 4-7 years of experience in technical project management, program management, delivery management, or business analysis within fintech, financial services, wealth management, workplace benefits, recordkeeping or enterprise SaaS.
• Demonstrated ownership of software delivery through releases, user acceptance testing, requirements documentation, process improvement, implementation, or operational workflows.
• Experience running agile or hybrid delivery processes, including dependency management, risk management, and change control.

Skills & Knowledge:

• Strong written communication skills and ability to document requirements, workflows, notes, and decisions clearly.
• Detail-oriented, organized, and comfortable managing multiple workstreams, timelines, and stakeholder inputs.
• Analytical mindset with the ability to understand business rules, workflows, data relationships, user needs, and platform configuration.
• Technical fluency sufficient to work with data models, integrations, APIs, and system interfaces, and to interrogate designs and estimates.
• Ability to collaborate effectively with Product, Technology, QA, Operations, Compliance, Client Success, Implementation, Sales, and other cross-functional teams.
• Comfortable using product, documentation, spreadsheet, reporting, and collaboration tools such as Jira, Confluence, Excel, Lucidchart, Figma, Salesforce, Zendesk, or similar platforms.

Preferred:

• Exposure to 401(k), 403(b), IRA, HSA, workplace benefits, retirement plan admin, payroll, wealth management, financial operations, healthcare benefits, or recordkeeping.
• Familiarity with administration workflows including implementation, account setup, payroll, eligibility, reporting, notices, transfers, claims, reimbursements, and compliance.
• Prior experience in a fintech, SaaS, benefits administration, TPA, recordkeeping, wealth management, healthcare benefits, or financial services environment in a multi-stakeholder service or platform model.
• Comfort working with data files, field mappings, APIs, configuration rules, product documentation, or system testing.
• Project management or agile certification (PMP, CSM, PMI-ACP, or equivalent).

Benefits

• Competitive base salary: $150,000 - $175,000 for NYC in-person employees (commensurate with experience and geographic market).
• Annual discretionary bonus and equity opportunities.
• Comprehensive benefits package including medical, dental, vision, and paid time off.