Wealth Management Project Lead – Remote

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

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.