Wealth Platform Transformation Project Manager — Phoenix

Aureon Consulting; Phoenix (AZ); On-site; USD 110,000 - 140,000; Full time

Job summary

Aureon Consulting seeks a seasoned Project Manager to lead a major advisory platform transformation for a wealth management client in the Phoenix area. You will coordinate cross-functional stakeholders across advisory, investment operations, compliance and technology, and drive governance, risk management and status reporting.

Responsibilities include planning and execution, managing trading workflows, portfolio management, data conversion, integrations, and ensuring successful delivery of

Qualifications

• Proven PM experience supporting advisory, wealth management, or investment platforms.
• Strong understanding of advisor platforms, investment operations, trading workflows, and portfolio management.
• Experience leading technology transformation, platform migration, or implementation projects.
• Excellent stakeholder management and communication skills.
• Charles River implementation experience is preferred but not required.

Responsibilities

• Lead project planning and execution for a major advisory platform transformation initiative.
• Coordinate cross-functional stakeholders across advisory, investment operations, compliance, and technology teams.
• Manage trading workflow, portfolio management, integration, and data conversion workstreams.
• Drive project governance, risk management, communication, and status reporting.
• Ensure successful delivery of technology and business process changes impacting wealth management operations.

Skills

Project management

Stakeholder management

Communication skills

Wealth management domain knowledge

Technology transformation

Job description

Aureon Consulting seeks a seasoned Project Manager to lead a major advisory platform transformation for a wealth management client in the Phoenix area. You will coordinate cross-functional stakeholders across advisory, investment operations, compliance and technology, and drive governance, risk management and status reporting.

Responsibilities include planning and execution, managing trading workflows, portfolio management, data conversion, integrations, and ensuring successful delivery of