Note: The job is a remote job and is open to candidates in USA. InvestCloud is a wealth technology company focused on digital wealth management and financial planning solutions. The Senior Technical Project Manager leads end-to-end client implementations and platform delivery engagements for Digital Wealth clients, managing scope, budgets, schedules, resources, risks, stakeholders, and quality throughout the project lifecycle.
Responsibilities
- Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients
- Lead all phases of project execution, ensuring delivery 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
- Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and company KPIs
- Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates
- Identify project risks early and develop actionable mitigation plans
- Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed
- Communicate effectively with both internal and external stakeholders at all levels, including executive audiences
- Conduct executive-level status meetings and provide comprehensive 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 consistency and delivery quality
- Delegate and communicate project objectives clearly to internal teams while driving accountability for results
- Manage all aspects of client communication for assigned projects
- Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude
- Prioritize value-add activities that support project objectives and keep engagements aligned to scope
- Perform other duties as assigned
Skills
- Bachelor's degree or equivalent experience in the finance or technology industry
- 5+ years of full lifecycle project management experience in a technology environment, with a 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 working in a fast-paced, evolving organization and adapting effectively to changing priorities
- Ability to work under pressure and manage competing priorities appropriately
- Experience with project management and collaboration tools such as Jira, Tempo, and Confluence
- Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects
- Highly motivated, quick learner who works independently and drives solutions in an innovative, fast-paced environment
- Ability to quickly adopt new concepts, business models, products, and technologies
- Financial services industry experience
- PMP certification or PMI knowledge
- Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred
Benefits
- Medical/Rx, dental, vision, disability, and life/AD&D insurance plans
- Flexible Savings Account (FSA)
- Health Savings Account (HSA)
- Employee Assistance Plan (EAP)
- Health advocacy
- Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
- 401(k) retirement savings plan with company match
- Paid time off
Company Overview
Company H1B Sponsorship