Associate Project Manager

About the role

This role supports the end-to-end implementation of retirement capabilities, including account onboarding, funding, engagement features, and partner handoffs.

Responsibilities

• Coordinate end-to-end integration of retirement partners, including APIs, onboarding flows, data exchange, and tax-integrated experiences.
• Support cross-functional coordination and collaboration across Product, Engineering, Design, Marketing, Tax, Legal, and Compliance through program management activities.
• Develop and manage project plans aligned to the partnership roadmap, including tax season readiness and key capability rollouts.
• Consolidate end-to-end customer journeys across platforms, including onboarding, tax-time contributions, and ongoing engagement.
• Identify and track mitigations of risks across technical integration, tax implications, and regulatory requirements.
• Support the execution of the retirement learning agenda by helping teams evaluate key questions related to adoption and engagement outcomes.
• Deliver status reporting and executive updates on progress, risks, and tax integration readiness.

Requirements

• Education: Bachelor’s degree in Business, Project Management, Computer Science, or related field, or equivalent experience.
• Experience: 5+ years of project management experience, ideally in mobile app development or migration projects. Demonstrated experience managing third-party partnerships and technical integrations. Experience coordinating complex, cross-functional programs with both internal teams and external partners.
• Technical Skills: Familiarity with Agile or hybrid delivery methodologies and project management tools such as Jira, Asana, or MS Project.

Qualifications

Commensurate with experience.

Skills

N/A

Benefits

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Pay

TBD

Schedule

TBD

Company Overview & Culture

This organization provides a modern financial services platform designed to help users take control of their financial lives. The platform offers features like spending and savings accounts, budgeting tools, savings goals, credit score insights, and early direct deposit to empower customers to manage their money securely.

Why Join Us

Your work will be seen and valued by senior leaders.Join a team passionate about delivering mobile-first experiences.Collaborate with colleagues who care about users and each other.

Everforth Apex Benefits Overview

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