Senior Technical Project Manager

InvestCloud is a wealth technology company focused on digital transformation and wealth management solutions. The Senior Technical Project Manager will lead end-to-end Digital Wealth client implementations and platform delivery engagements, 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

Requirements:

• 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
• Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred
• PMP certification or PMI knowledge