Note: The job is a remote job and is open to candidates in USA. Envestnet is a WealthTech company helping advisors and financial institutions advance wealth management through technology and insights. The Project Manager II will lead Finance technology initiatives, including system implementations, ERP upgrades, integrations, digital transformation, and data migration projects, while coordinating cross-functional stakeholders and ensuring project quality, compliance, and governance.
Responsibilities
- Plans, monitors and manages internal projects from initiation through completion. Leads or coordinates project planning, resourcing, and subcontract management, progress reporting, troubleshooting and people management. Ensures project results meet requirements regarding technical quality, reliability, schedule and cost. Monitors performance and recommends schedule changes, cost adjustments or resource additions
- Provides Project Management support for routine projects within a functional, operational or technical area
- Works with cross-functional project team members to define, sequence and estimate activities and duration
- Synthesizes diverse sets of information into plans and schedules
- Estimates resources, cost and other budget needs
- Supports and facilitates all phases of project execution
- Facilitates face-to-face communication and project feedback, from the initial kickoff meeting through milestone reporting and close-out
- Ensures effective cross-functional participation
- Monitors metrics and reports on progress, issues and status
- Ensures consistency and adherence to company standards, processes and policies
- Identifies and translates client needs into project timelines that effectively address potential risks
- Leads Finance technology initiatives, including financial system implementations, ERP upgrades, digital transformation efforts, system integrations, and data migration projects
- Serves as the primary liaison between Finance, IT, vendors, and business stakeholders, translating business requirements into effective technology solutions and project outcomes
- Drives operational efficiency and process improvement by identifying opportunities to streamline Finance workflows, supporting change management activities, and maintaining visibility into the Finance technology project portfolio
- Ensures Finance technology projects meet internal control, audit, compliance, and data governance requirements while maintaining appropriate project documentation and implementation oversight
Skills
- Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role
- Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related field
- Strong command of the Microsoft Office Suite, particularly Excel, PowerPoint, and SharePoint
- Exceptional organizational skills with the ability to manage multiple concurrent projects and shifting priorities without loss of quality
- Superior time management capabilities and a consistent track record of meeting deadlines in fast-paced environments
- Solid written and verbal communication skills with the ability to present to senior executives clearly and confidently
- The primary work location for this role is the United States with a remote work model
- This position is not open to candidates requiring visa sponsorship
- 5+ years of project management experience, with 2 years managing technology-related projects preferred
Benefits
- Additional incentive component as part of the total rewards package
- Medical insurance, subject to Envestnet’s plan eligibility rules
- Paid time off (PTO), subject to Envestnet’s plan eligibility rules
- 401k company match, subject to Envestnet’s plan eligibility rules
- Paid parental leave, subject to Envestnet’s plan eligibility rules
- Education reimbursement, subject to Envestnet’s plan eligibility rules
- Disability coverage, subject to Envestnet’s plan eligibility rules
- Mental health & wellness support, subject to Envestnet’s plan eligibility rules
- Remote work model
- Flexibility in how and where work gets done
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