Senior Technical Project Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $125k - $160k / year

⏰ Full Time

🟠 Senior

🤓 Technical Project Manager

👻 Ghost score 0%

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InvestCloud, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients • Lead all phases of project execution within approved scope, budget, and timeline • Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery • Manage resources and deliverables across a cross-functional, matrixed organization • Maintain project status, budgets, schedules, forecasts, and scope updates • Develop and actively manage detailed project plans, tasks, milestones, dependencies, and due dates • Identify project risks and develop mitigation plans • Escalate and resolve issues while keeping stakeholders informed • Communicate with internal and external stakeholders, including executive audiences • Conduct executive-level status meetings and provide weekly project updates • Coordinate across the organization to align teams, remove blockers, and drive timely execution • Use standard tools, templates, processes, and best practices to ensure delivery quality • Delegate objectives clearly and drive accountability for results • Manage all client communication for assigned projects • Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude • Prioritize value-add activities aligned with project objectives and scope • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent experience in the finance or technology industry • 5+ years of full lifecycle project management experience in a technology environment • Proven ability to deliver against defined scope, budget, and timeline • 5+ years of experience using industry-standard project management tools, methodologies, and best practices • 2–3 years of experience leading complex project teams, workstreams, or delivery efforts • Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall • Experience adapting effectively to changing priorities in a fast-paced, evolving organization • Ability to work under pressure and manage competing priorities • Experience with Jira, Tempo, and Confluence • Strong analytical and problem-solving skills • Ability to work independently and drive solutions in an innovative, fast-paced environment • Ability to quickly adopt new concepts, business models, products, and technologies • Financial services industry experience • Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred • PMP certification or PMI knowledge preferred

🏖️ Benefits

• Medical/Rx insurance • Dental insurance • Vision insurance • Disability insurance • Life/AD&D insurance plans • Flexible Savings Account (FSA) • Health Savings Account (HSA) • Employee Assistance Plan (EAP) • Health advocacy • Voluntary ancillary plans, including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance • 401(k) retirement savings plan with company match • Paid time off