Technical Project Manager - Wealth Management

$65 - $70/Yr

Newbold Advisors - Cleveland, OH

- Mid Level

Cleveland, OH

About the position

We are seeking experienced Technical Project Managers for the implementation of a new Wealth Management platform for our Banking client. This integration will streamline client experience, consolidate operations, and enable better reporting and processing for our client. This role requires a deep understanding of the Wealth Management domain, technical expertise, and leadership skills to drive the implementation of agreed-upon solutions.

Responsibilities

• Lead the implementation of a new Wealth Management platform.
• Oversee integration work including data mapping, APIs, and development coordination.
• Collaborate closely with technical teams, business analysts, and other stakeholders to ensure smooth project execution.
• Build relationships and trust across teams.
• Manage ambiguity, identify gaps, and align project goals with business objectives.
• Use Jira, MS Project, and Confluence to track project progress, risks, and deliverables.

Requirements

• Strong technical PM experience, ideally within wealth management.
• Experience with Envestnet or Pershing or Global+.
• Ability to lead multiple workstreams within the platform integration.

Benefits

• Health care benefits under applicable Federal or State law.