Senior Technical Project Manager — Digital Wealth
Our Professional Services team is dedicated to the success of our clients and their digital platform. We are looking for a dynamic Senior Technical Project Manager with a wealth management background to lead Digital Wealth client implementations and platform delivery engagements from initiation through completion. This person will use their experience to manage resources, budgets, schedules, and scope while driving quality results, engaging stakeholders, and ensuring a high level of client satisfaction. The Senior Technical Project Manager will be a strong communicator and trusted delivery leader who partners closely with clients and internal teams to drive successful outcomes and support the continued growth of InvestCloud.
What does a great Senior Technical Project Manager do at InvestCloud?
The Senior Technical Project Manager successfully delivers project work within defined scope, budget, and timeline. They lead all phases of the project lifecycle, partnering with project sponsors and key stakeholders, both external and internal, as well as Business Analysts, Solution Architects, and product leadership. They ensure quality throughout the engagement while actively managing the project plan, milestones, risks, issues, deliverables, and financials.
This role requires the ability to adapt to changing priorities, manage within human and financial resource constraints, and provide transparent, timely reporting on project status, risks, issues, and budget performance. The Senior Technical Project Manager is expected to drive accountability, maintain momentum, and ensure a positive client experience throughout the lifecycle of each assigned project.
How you will provide meaningful contributions
- 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
Basic qualifications for consideration
- 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
Preferred qualifications
- PMP certification or PMI knowledge
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.
Our Values
- Client Connected
- Human Centered
- Technology Forward
- Respect + Integrity
- Excellence
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location