Senior Project Manager (EPMO)

Responsibilities

• Develop a strong understanding of IRALogix’s products, services, and client needs.
• Lead project planning, scheduling, and execution, ensuring alignment with business goals and deadlines.
• Adapt quickly to evolving priorities and provide proactive course corrections to keep initiatives on track.
• Draft and maintain clear project documentation, including requirements, integration specifications, and setup processes.
• Monitor project risks and issues, developing mitigation strategies where needed.
• Collaborate cross-functionally with Sales, Relationship Management, Technology, and Operations to solve problems quickly and effectively.
• Oversee client operations and administrative support throughout the client lifecycle, escalating complex issues when necessary.
• Analyze operational data to inform agreements and servicing strategies; negotiate and implement requirements as needed.
• Serve as a key point of contact for clients, ensuring timely communication, issue resolution, and adherence to regulatory requirements.
• Champion process improvements that enhance efficiency, client satisfaction, and scalability.
• Track and report progress against milestones, leveraging qualitative insights and quantitative metrics.
• Support leadership with executive-level updates, including clear presentations, data storytelling, and recommendations.

Qualifications

• Proven ability to lead projects from initiation through completion in cross-functional environments.
• Strong organizational and documentation skills with keen attention to detail.
• Deep understanding of client onboarding and implementation processes, ideally in financial services.
• Proficient in leveraging Artificial Intelligence (AI) tools and technologies to streamline workflows, enhance decision-making, and drive innovation in business processes.
• Experience working with separate accounts and commingled products, with a client-first mindset.
• Excellent communication skills, with the ability to convey technical details to non-technical stakeholders.
• Skilled at building relationships, influencing decision-makers, and navigating internal and client organizations.
• Experienced in working remotely and independently, demonstrating strong self-motivation, time management, and accountability while consistently delivering high-quality results.
• Analytical thinker with the ability to interpret data and propose actionable solutions.
• Experience collaborating with third-party vendors and partners.
• Track record of driving process improvements and operational efficiency.
• Self-starter with the ability to manage multiple priorities in fast-paced, deadline-driven environments.

Skills

• Proven project management experience.
• Strong organizational and documentation skills.
• Experience with AI tools and technologies.
• Client onboarding and implementation expertise.
• Effective communication and stakeholder management.
• Remote work and independent project management skills.
• Data analysis and solution proposal abilities.
• Collaboration with third-party vendors.
• Process improvement and operational efficiency.

Benefits

• Hybrid work schedule.
• Flexible remote work options.
• Competitive compensation package.
• Health and wellness benefits.
• Professional development opportunities.
• Work-life balance support.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Hybrid work schedule available.

Company Information

IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) record keepers, retirement-focused Advisors, Mutual Fund investment providers, and banks. We are changing the landscape by empowering client companies to provide broader access to the best retirement services possible, while significantly lowering administration costs, increasing efficiency, profitability, and competitiveness, far beyond industry expectations.