Job Description

Level Experienced Position Type Full Time Education Level Not Specified Salary Range $130,000.00 - $160,000.00 Salary Travel Percentage None Job Shift Day Job Category Business Management

We are seeking a strategic and dynamic Associate Director of Project Management Office (PMO) to lead the enterprise-wide project governance, execution, and delivery function. This role will be instrumental in shaping the organization's project management mission, driving cross-functional initiatives, and ensuring alignment with strategic goals. The ideal candidate will bring deep expertise in project portfolio management, proven leadership in building high-performing teams from the ground up, and a strong understanding of the Registered Investment Advisor (RIA) or broader financial services landscape.

Responsibilities:

• PMO Leadership & Strategy
  • Partner with the Director of Business Management to design, launch, and scale the Enterprise PMO, serving as a hands-on leader and strategic thought partner during a period of organizational growth and transformation.
  • Help design and evolve the Enterprise PMO operating model to match organizational maturity and growth
  • Define and implement PMO frameworks, methodologies, and best practices.
  • Develop and manage the enterprise project portfolio, ensuring alignment with strategic priorities.
  • Define success metrics for portfolio health, delivery effectiveness, and business outcomes
  • Balance governance with speed, ensuring processes add value without unnecessary bureaucracy
• Team Building & Talent Development
  • Build and scale a high-performing PMO team.
  • Recruit, mentor, and develop project managers and program leads.
  • Foster a culture of accountability, collaboration, and continuous improvement.
• Governance & Execution
  • Oversee project planning, execution, tracking, and reporting across departments.
  • Implement governance structures to ensure project compliance, risk mitigation, and resource optimization.
  • Drive adoption of project management tools and technologies.
  • Lead enterprise demand intake, evaluation, and prioritization processes
  • Facilitate capacity planning and trade-off discussions across competing initiatives
  • Provide portfolio-level insights to support executive decision-making
• Stakeholder Engagement
  • Partner with executive leadership to prioritize initiatives and allocate resources.
  • Serve as a trusted advisor to business units, translating strategic goals into actionable project plans.
  • Communicate project status, risks, and outcomes to stakeholders at all levels.

• Ensure regulatory and compliance considerations are embedded in project planning and execution.

• 8-12+ years of progressive experience in project/program management, with at least 5 years in a leadership role.

• Proven success in building and scaling a PMO function from the ground up.

• Exceptional leadership, executive presence, communication, and stakeholder management skills.

• Strong organization skills required

• Strong understanding of financial services, preferably within the RIA space.

• Strategic thinker with a bias for execution.

• Comfortable navigating ambiguity and driving clarity.

• Collaborative leader with a track record of influencing across matrixed organizations.

• Passion for operational excellence and business transformation.

• Expertise in project management methodologies (Agile, Waterfall , Hybrid).

• Proficiency in project management tools (e.g., Smartsheet, MS Project, Jira, Monday.com ).

• PMP or other relevant certification preferred.

• The ideal candidate is a builder, connector, and pragmatic leader / operator who thrives in ambiguity and is motivated by creating structure that enables growth, while flexing where needed to accommodate the maturity of the organization.