Project Manager- Technical

Job Summary

The Technical Project Manager will support Project Transformer in a technical and execution focused capacity, partnering directly with RJF Pricing, Advisory stakeholders, technology partners, operations teams, and the Advisory workstream to help design, coordinate, and implement the auto incept process for Advisory and Management New Accounts.

About the Role

This role will manage project execution across business process design, technical coordination, requirements tracking, testing readiness, implementation planning, issue resolution, and stakeholder alignment. The role requires strong project management discipline, financial services experience, and the ability to work closely with both business and technical teams.

Responsibilities

• Partner with RJF Pricing, Advisory stakeholders, technology teams, and operations partners to support the design and implementation of the auto incept process for Advisory and Management New Accounts
• Manage detailed project execution plans, including scope, requirements, deliverables, milestones, dependencies, testing activities, implementation tasks, and readiness criteria
• Coordinate business and technical requirements gathering, documentation, review, and approval across impacted teams
• Identify, define, and document business processes, technical dependencies, operational impacts, and project deliverables
• Track and manage risks, issues, decisions, dependencies, action items, defects, and open questions related to the Advisory auto incept workstream
• Facilitate working sessions with business and technical stakeholders to drive requirements clarity, design decisions, testing alignment, and implementation readiness
• Coordinate testing planning, testing execution status, defect management, quality assurance activities, and acceptance criteria prior to implementation
• Partner with workstream leads to ensure deliverables are aligned with Project Transformer objectives, technology standards, business priorities, and operational needs
• Support change control, scope management, implementation planning, deployment coordination, and implementation stabilization activities
• Maintain accurate project documentation, including requirements, process flows, meeting notes, status reports, issue logs, risk logs, decision logs, and implementation plans
• Use Smartsheet, Azure DevOps, Microsoft Project, or similar tools to manage project plans, sprint activities, dashboards, queries, risks, issues, and reporting
• Cover cross functional teams and help guide teams through Agile delivery routines, sprint planning, backlog tracking, status reporting, and execution ceremonies where applicable

Requirements

• The ideal candidate will have experience managing technical or business technology projects within financial services, asset management, banking, brokerage, advisory, or securities industry operations
• Bachelor's degree or equivalent experience required
• 6 to 10 years of project management experience preferred
• Experience working in financial services, asset management, banking, brokerage, advisory, or securities operations preferred
• Smartsheet experience required
• PMP certification required
• CSM or equivalent certification preferred but not required

Qualifications

• Managing complex technical or operational projects with business, technology, pricing, advisory, and operations stakeholders
• Supporting requirements gathering, process design, solution implementation, testing, and deployment readiness
• Applying project management methodologies, governance processes, and delivery standards
• Cooking Agile or hybrid delivery execution, including sprint planning, backlog tracking, dashboard management, and delivery reporting
• Managing risks, issues, dependencies, decisions, action items, and change control processes
• Serving as a liaison between internal business customers, technology partners, and external suppliers where applicable

Skills

• Managing complex technical or operational projects with business, technology, pricing, advisory, and operations stakeholders
• Supporting requirements gathering, process design, solution implementation, testing, and deployment readiness
• Applying project management methodologies, governance processes, and delivery standards
• Cooking Agile or hybrid delivery execution, including sprint planning, backlog tracking, dashboard management, and delivery reporting
• Managing risks, issues, dependencies, decisions, action items, and change control processes
• Serving as a liaison between internal business customers, technology partners, and external suppliers where applicable

Benefits

Medical, Dental, Vision, 401K