Project Manager

Company: InvestCloud, Inc
Location: Tampa, FL 33609 (Swann Estates area)

Apply

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