Business Technology Project Manager

How You Will Contribute

• Lead end-to-end delivery of technology supported business projects, including application assessments, vendor evaluations, and implementations.
• Develop and manage project plans, timelines, budgets, risks, dependencies, and communications.
• Cook up internal resources and external vendors to ensure successful execution and adoption.
• Partner with IT to assess existing applications and identify opportunities for optimization, consolidation, or replacement.
• Help deployment of advisory, client service, finance, and operational platforms and workflows.
• Ensure solutions align with enterprise architecture, security, and compliance standards.
• Drive stakeholder engagement through clear communication, documentation, and status reporting.
• Support user readiness, training coordination, and adoption planning.
• Translate business requirements into clear project objectives and technical requirements.
• Identify and manage organizational change impacts associated with new technology deployments.
• Reinforce IT governance processes, including intake, prioritization, and post-implementation reviews.

Environment

Collaborative work environment where together we achieve more
Environment supportive to learning and growing your career
Continuing education assistance program

Benefits

• 401(k) with company match
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

Attributes and Talents

The attributes and talents that lead to success in the role are:

• Knowledge: Grasp of advisory, client service, or back-office workflows.
• Skills: Exceptional communication and stakeholder management skills
  Hands-on technical leader with ability to manage multiple concurrent projects
• Abilities: Working technical knowledge (e.g. API’s, SaaS platforms, data flows), with ability to collaborate effectively with technical teams.

Education and Experience

A typical way to acquire the requirements would be:

• 5+ years of project management experience, preferably in financial services, wealth management, or an RIA environment.
• PMP, Agile, or similar certification required.
• Experience leading application implementations and technology deployments.
• Experience with Salesforce.com, Tableau, and Black Diamond a plus.

Physical Demands and Work Environment

Primarily sedentary work in an office with minimal distractions;
Walking throughout the office.
Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects.
Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation.
Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading.
Speak and hear to communicate with team members and clients by phone and in-person.

About Aspiriant

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Aspiriant's Commitment

Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

Equal Opportunity Employer

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.