Technical Project Manager – Wealth Management

Resourcesys Inc; United States; Hybrid; USD 120,000 - 160,000; Full time

Job summary

Resourcesys Inc is seeking a hands-on Technical Project Manager with 7–12 years of experience in the wealth management domain. The role is based in Midtown, NY (hybrid) with remote options, and requires managing both technical and financial aspects of projects.

The position involves coordinating across Agile and Waterfall methodologies, controlling budgets and resources, and driving deliverables with strong stakeholder communication. W2 only, no sponsorship.

Qualifications

• Hands-on wealth management experience is required.
• Strong technical project management experience in a financial firm.
• Experience managing budgets, resources, risks, and dependencies.

Responsibilities

• Manage end-to-end technical project delivery.
• Operate in a hybrid Agile/Waterfall environment.
• Support transitioning projects from Waterfall to Agile.
• Oversee budgets, resources, timelines, and deliverables.
• Utilize Jira for tracking, sprint planning, and reporting.
• Coordinate with technical teams, business stakeholders, and leadership.

Skills

Wealth Mgmt exp

Tech PM

Agile & Waterfall

Budget & Resources

Timeline & Risks

Stakeholder comms

Tools

Jira

Job description

Job Title: Technical Project Manager (7 to 12 years only)

Location: Midtown, NY (Hybrid) / Remote

Work Authorization: Only W2 - No Sponsorship

We are looking for a hands-on Technical Project Manager with a strong background in financial services and experience managing technical projects in a wealth management environment.

Mandatory Skills:

• Strong Hands on Wealth Management experience


• Strong Hands on Technical Project management with Financial Firm


• Agile and Waterfall project management


• Project Budget, Financial & Resource Management


• Experience managing project timelines, risks, dependencies, and deliverables


• Strong stakeholder management and communication skills

Key Responsibilities:

• Manage end-to-end technical project delivery.


• Work across Agile and Waterfall methodologies in a hybrid delivery environment.


• Support the transition of projects from Waterfall to Agile.


• Manage project budgets, resources, timelines, and team deliverables.


• Use Jira for project tracking, sprint planning, and status reporting.


• Coordinate with technical teams, business stakeholders, and leadership.

We are looking for a hands-on professional who can manage both the technical and financial aspects of project delivery.