Note: The job is a remote job and is open to candidates in USA. Aureon Consulting is partnering with a leading wealth management organization to identify an experienced Senior Project Manager to support strategic initiatives across its financial planning technology ecosystem. The role involves collaborating with various stakeholders to enhance key planning platforms and improve advisor and client experiences.
Responsibilities
- Lead strategic projects involving financial planning technology platforms
- Partner with internal SMEs to understand current-state processes, capabilities, and opportunities for improvement
- Facilitate project planning, requirements gathering, stakeholder alignment, and execution activities
- Manage timelines, risks, dependencies, communications, and project deliverables
- Collaborate across business, operations, and technology teams to ensure successful outcomes
- Support the evaluation, enhancement, and optimization of financial planning technology solutions
- Provide leadership and structure throughout the project lifecycle
Skills
- 5+ years of Project Management experience leading complex business and technology initiatives
- Direct hands-on experience with eMoney within a wealth management, RIA, broker-dealer, or financial planning environment
- Experience leading eMoney implementations, enhancements, upgrades, integrations, or optimization initiatives
- Strong understanding of financial planning workflows, advisor processes, and client engagement models
- Proven ability to manage cross-functional projects involving business stakeholders, operations teams, and technology partners
- Experience gathering business requirements, facilitating stakeholder discussions, managing project plans, and driving successful delivery
- Excellent communication, organizational, and stakeholder management skills
- Experience working within wealth management, financial planning, advisor services, or broker-dealer organizations
- Experience with additional financial planning platforms such as MoneyGuidePro, RightCapital, or similar solutions
- Background supporting enterprise technology transformation or digital modernization initiatives
- Experience evaluating and improving operational processes, workflows, and platform utilization
- Familiarity with advisor-facing and client-facing financial planning tools
- Experience collaborating with financial planners, advisors, operations leaders, and executive stakeholders
- PMP, Agile, Scrum, or related project management certifications
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