Overview

In this Senior Technical Project Manager role, you will own end‑to‑end delivery of InvestCloud’s Digital Wealth solutions for client implementations. You’ll lead cross‑functional teams through all project phases, protecting scope, budget, and timelines while maintaining high client satisfaction. You’ll partner with sponsors, solution architects, analysts, and product leaders to ensure quality and timely delivery. This role offers meaningful impact by shaping digital wealth platforms for top clients in a fast‑paced environment.

Responsibilities

Own end-to-end delivery of InvestCloud products and custom Digital Wealth solutions
Lead all project phases to meet scope, budget, and timeline
Build and maintain client relationships through proactive risk management and quality delivery
Manage resources and deliverables across a cross-functional, matrixed organization
Create and maintain project status, budgets, schedules, forecasts, and scope updates for reporting
Develop detailed project plans with tasks, milestones, dependencies, and due dates
Identify risks early and implement mitigation plans
Escalate and resolve issues with timely stakeholder communication
Conduct executive‑level status meetings and weekly project updates
Coordinate across the organization to align teams and remove blockers
Use standard templates/processes to ensure delivery quality
Delegate objectives and drive accountability within internal teams
Manage all client communications for assigned projects
Foster strong team relationships with a positive, adaptable approach
Prioritize value‑adding activities aligned to scope
Perform other duties as assigned

Key requirements

Bachelor’s degree or equivalent experience in finance or technology
5+ years of full lifecycle project management in a technology environment
5+ years of experience with industry-standard PM tools, methodologies, and best practices
2–3 years of experience leading complex project teams
Strong knowledge of SDLC frameworks and delivery methodologies (Agile, Scrum, Iterative, Waterfall)
Experience with Jira, Tempo, and Confluence
Strong analytical and problem‑solving skills for complex projects
Self‑motivated, independent, and fast learner with a solution‑oriented mindset
Ability to adapt to changing priorities and work under pressure
Financial services industry experience with wealth management or digital advisory platforms preferred
PMP certification or PMI knowledge preferred

Strong communication and stakeholder management
Relationship building and cross-functional collaboration
Proactive risk management and problem solving
Project management tools (Jira, Tempo, Confluence)
SDLC knowledge and delivery methodologies (Agile, Scrum, Waterfall)
Budget, resource, and scope management

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