Senior Project Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $135k / year

⏰ Full Time

🟠 Senior

👷‍♀️ Project Manager

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Docupace

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace on 2020-04

SaaS • Fintech • B2B

Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.

📋 Description

• Manage professional services software delivery for multiple complex enterprise projects throughout the project life cycle, from kick-off through go-live and post-live transition • Maintain strong professional relationships with assigned Docupace clients • Understand client objectives and collaborate with sales and account management to deliver client success • Continuously expand industry and product knowledge and act as a trusted partner and advisor • Lead multiple complex enterprise projects • Drive cross-functional collaboration with Business Analysts, Engineers, and QA • Maintain accurate project schedules and provide timely project status reports • Keep reporting systems updated at least weekly • Facilitate project planning, meetings, reviews, retrospectives, sprint and release planning, demos, and related activities • Develop and support estimates for project work, schedules, costs, and resources • Build release or project plans and manage resource and deliverable dependencies • Identify, secure, and coordinate internal and external resources and expertise • Negotiate project resource changes as needed to achieve objectives and timelines • Ensure projects meet timelines, targets, expectations, PMO practices, and methodologies • Manage project changes to meet prioritized deliverable, time, and cost commitments • Manage and report project risks, including mitigation plans • Lead discussions to mature Agile project and project management methodologies, processes, and procedures • Collaborate with functional areas throughout the project life cycle • Use enterprise project tools to execute projects, deliver status, manage capacity, and manage project budgets • Mentor and/or train new or non-senior team members

🎯 Requirements

• Bachelor’s degree and/or equivalent experience • 5+ years of Software Implementation/Information Technology experience • 5+ years as a Senior Project Manager • 5+ years of experience working in Agile/Kanban • 5+ years of managing multiple complex enterprise project initiatives • Project Management experience within Financial Services or Wealth Management Industry preferred • PMP certification or equivalent preferred • Experience using monday.com and Jira helpful • Strong track record of delivering projects on time, on budget, and with high client satisfaction scores • Excellent client-facing communication skills and ability to manage stakeholders at varying levels of technical fluency • Proven ability to develop and maintain strong professional relationships • Proven delivery track record and project management skills • Ability to organize multiple complex projects and lead highly complex and visible initiatives • Ability to work in a fast-paced organization with aggressive project technology, feature, and schedule goals • Understanding of Agile software development methodologies, values, and procedures • Project budgeting skills • Proven written and oral communication skills with technical and non-technical staff and all levels of management • Proven team-building skills with technical and non-technical staff • Leadership and coaching toward high performance • Strong organizational skills and comfort managing ambiguity and shifting priorities • US-based candidate; visa sponsorship, including OPT, is not available

🏖️ Benefits

• 10% bonus • Fully remote work within the US • Ability to travel to client sites as needed, estimated at 25% or less

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