Project Manager - Technology

About the role

This is a Super-IC seat (60% hands-on builder, 40% process thinker) for someone who ships, prototypes, and demonstrates solutions. You take a tool, a signal, or an API connection and turn it into a working flow that an advisor or internal team can actually use, fast.

Responsibilities

• Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (Salesforce, HubSpot, Zocks, ClickONE, Microsoft 365, Schwab integrations, and more).
• Take a half-defined signal, API connection, or vendor demo and turn it into a working v1 within days — demos and working prototypes are your primary deliverable.
• Use APIs, MCP servers, Claude Console, MS Copilot Studio, and MS Foundry to compress what used to take an integration partner six weeks into a demo-ready build.
• Own the build-vs-partner discipline: form and communicate a clear point of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight.
• Document decisions and trade-offs so the organization can move with confidence.
• Hold the multi-thread program in your head: clear scope, sequenced milestones, weekly status, and retros that produce real changes without heavy ceremony.
• Communicate status to leadership in the format they need to make decisions — short, sharp, and timely.
• Keep our shared system of record (Zoho Projects/ClickUp) honest — projects, owners, dates, and decisions visible. Document, hand off cleanly, and make the next person’s job easier.
• Partner across the org: ask why an advisor would care, why the CEO would fund it, and why the team would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the front.
• Translate AI capability and technical decisions into language our CEO, board, and advisors can act on.

Requirements

• 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build.
• Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). Side projects and personal builds count.
• Demonstrated track record running cross-functional projects end-to-end: scoping, sequencing, status, risk management, and stakeholder communication.
• Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). Wealth-management experience is a plus, not required.
• Track record of partnering with non-technical executives and translating capability into business outcomes.
• Daily use of frontier AI tools (Claude, ChatGPT, Copilot, Lovable) for both building and thinking — with a point of view on when to use which and why.
• Working understanding of APIs, webhooks, MCP, agentic patterns, prompt engineering, and lightweight scripting (Python or JS).
• Comfort with at least one CRM (Salesforce or HubSpot) at the configuration/workflow/data-model level.
• Experience with Zocks, Snowflake, RightCapital, eMoney, Income Lab, Orion, Schwab APIs, or similar wealthtech is preferred.
• Comfortable running cross-functional work in modern PM tooling (Zoho Projects, Asana, ClickUp, Jira, Linear, Monday.com — the muscle matters, not the brand).
• A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back when it’s the wrong fit.
• Bonus: experience configuring or building inside a PM tool (custom fields, automations, dashboards, CRM integrations).

Qualifications

• Bachelor’s degree in a technical, business, or related field, or equivalent hands-on experience. We weight the work over the degree.

Skills

• Frontier AI tools (Claude, ChatGPT, Copilot, Lovable)
• APIs, webhooks, MCP
• Agentic patterns, prompt engineering, lightweight scripting (Python or JS)
• CRM (Salesforce or HubSpot) at the configuration/workflow/data-model level
• Zocks, Snowflake, RightCapital, eMoney, Income Lab, Orion, Schwab APIs
• Modern PM tooling (Zoho Projects, Asana, ClickUp, Jira, Linear, Monday.com)

Benefits

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support

Pay

$140,000-$160,000

Schedule

Full-time