Position Overview:
InvestCloud is looking for dynamic and accomplished individuals seeking to expand personal knowledge and expertise in project management. This position is appropriate for self-starters with strong analytical and organizational skills, as well as excellent command of project management approaches and a strong sense of ownership. The ideal candidate will have experience in the field and be highly capable of quickly mastering new key concepts.
Responsibilities:
- Work with strategic clients from project initiation to completion
- Understand Technical and Business components of complex implementation projects
- Break down projects into milestones, deliverables and activities
- Facilitate design, functional, budgetary and delivery signoffs with clients
- Deliver quality agreed-upon products within committed timeframes
- Manage scope and change rigorously
- Leverage subject matter experts relentlessly to determine the optimal delivery approach
- Work with Delivery Managers and Project Coordinator to slot resources to activities
- Create and distribute relevant project status reports detailing objectives, tasks, accomplishments, concerns, action steps and budgetary details
- Prepare weekly client-facing status reports
- Prepare weekly internal status reports
- Report weekly cross-project KPIs to divisional leadership
What We Look For:
- Experienced Project Manager with 5-years experience in the financial services industry, preferably in the Wealth Management sector
- Expertise with Microsoft Word, Excel and PowerPoint
- PMP preferred
- Team player
- Tech-savvy
- Excellent communicator
- Excellent presentation skills and strong negotiation skills
- Superior time management skills
- Proven track record of strong scope and change control
- Ability to handle stressful situations with perseverance and professionalism
Job Type: Full-time
Experience:
- project management: 5 years (Preferred)
Work Location:
- One location
Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
Schedule::
- Monday to Friday