Project Manager

About the Role

We are seeking a detail-oriented and results-driven Project Manager to lead and coordinate projects from initiation to completion, ensuring they are delivered on time, within budget, and aligned with company goals. Initial projects will focus on a data lake and CRM migration and transition.

Core Values

• Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
• Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
• Self-Motivated: You’re driven, proactive, and unafraid to take initiative or tackle challenges.
• Authentic: You operate with honesty, integrity, and a no-drama, no-politics approach.
• Positively Impact People: You care about helping others grow—your team, clients, and community—and believe in collective success.

Responsibilities

• Define project scope, goals, and deliverables in collaboration with key stakeholders.
• Develop comprehensive project plans, including detailed timelines, milestones, and resource allocations.
• Conduct risk management to minimize project risks.
• Coordinate internal resources and third parties/vendors for flawless execution.
• Build out and maintain comprehensive project plans using project management software (Smartsheet).
• Prioritize tasks and delegate work.
• Ensure quality control throughout the project lifecycle to ensure deliverables meet or exceed expectations.
• Monitor progress throughout the project lifecycle and take corrective action where necessary; escalate issues when appropriate.
• Drive plans for on-time and on-budget completion.
• Establish and maintain clear communication with all stakeholders and senior management, providing regular updates on project status.
• Create and maintain comprehensive project documentation.
• Conduct post-project reviews to evaluate performance, document lessons learned, and identify areas for process improvement.

Requirements

• Bachelor’s degree in business management, information systems, or a related field.
• PMP certification is preferred.
• Minimum of 3-5 years of proven working experience in project management with technical expertise.
• Demonstrated experience managing data migration or conversion projects, including data mapping, testing, reconciliation, and implementation.
• CRM experience strongly preferred.
• Experience with system implementation, upgrades, and integrations.
• Proven ability to motivate and guide project teams to achieve goals, providing purpose and direction.
• Excellent written, verbal, and presentation skills to effectively communicate with management, team members, stakeholders, and vendors.
• Aptitude for identifying issues and obstacles and developing creative and effective solutions.
• Strong leadership, organizational, and time management skills.
• Experience with project management software.
• Exceptional organizational skills to manage tasks, priorities, and multiple projects simultaneously while meeting deadlines.
• Financial services experience preferred; wealth management experience is a plus.

Benefits

• Competitive base salary + performance bonus eligibility.
• Medical, dental, vision, life, long-term disability (LTD), and short-term disability (STD) insurance.
• Safe Harbor 401(k) with employer contribution and discretionary profit-sharing.