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
