Job Description

We are seeking a Senior Technology Project Manager to serve as a servant leader for the Investment Product Experience – Individual Investor team. Project Managers play a vital role in shaping the future of financial services, collaborating closely with technology teams and business partners to create innovative client experiences. This position will lead a key growth initiative focused on enhancing Individual Investor services through the development of a modern, scalable platform that streamlines product distribution, improves user experience, digitizes manual processes, and elevates brokerage services. This strategic effort is foundational for advancing retail brokerage and advice offerings, as well as supporting new partnership opportunities.

As the Senior Technology Project Manager, you will represent the team externally while fostering collaboration and leadership internally. You will facilitate Scrum ceremonies, guide the team toward high performance, and ensure consistent value delivery. Success in this role requires deep expertise in Agile methodologies and project management, strong knowledge of Lean principles and metrics, and exceptional communication skills to build and maintain partnerships across the organization. In addition, the role demands solid technology skills, including familiarity with modern software development practices, cloud-based platforms, and enterprise tools such as Jira, Confluence, and other Agile delivery solutions. The ability to understand technical architectures and collaborate effectively with engineering teams is critical for driving successful outcomes.

We expect you to be agile, to lead, and to think creatively. In return, you’ll take on challenging work that makes an impact, gain opportunities to learn and grow, and join a collaborative culture that values every perspective—because that’s how we help our clients succeed. This role demands the ability to provide direction through large teams and other managers, partner with executives to execute key business priorities, and balance near-term decisions with long-term strategy. If you are ready to lead with vision and deliver transformative outcomes, we encourage you to apply!

Responsibilities

• Demonstrates technical expertise to direct and provide guidance for a wide array of activities associated with planning and leading complex technology projects. Complete projects on time, within budget, and to client specifications.
• Supports work for more complex projects or a small technology program that is composed of several projects.
• You will manage and oversee project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, internal client management, relationship management, and other project documentation preparation and turnover to production for technology projects of low to medium complexity.
• Develops the budget and statement of work, including project justification and plan technology projects. You will be responsible for defining roles and responsibilities within the project team. Responsible for monitoring project financials and updates plans with accurate, up-to-date information in a timely manner. Follows financial standards and processes (e.g., monthly external revenue accruals, procurement, and external payments).
• Coordinates business SMEs and engineers to ensure project is appropriately staffed and resources are properly aligned and managed. Maintains regular contact with internal clients and coordinates and reports on project progress and accomplishments.
• Works with all required functions and groups to effectively plan and execute sizable projects.
• Decomposes the most complex problems into discrete work units.
• Identifies non-obvious relationships and anomalies often overlooked by others.
• Balances strategic and pragmatic concerns when solving problems.
• Makes sound decisions with limited facts or resources.
• You will continuously look for process improvements.
• Leads and helps to influence discussions with the business on multiple options to help solve the root cause, including various trade-offs and recommended approach within a single large-scale business unit.
• Helps project team members/make suggestions to improve practices.
• You will lead a small team for specific project(s) or task(s).
• Other duties as assigned.

Business knowledge

• Advanced knowledge of Asset Management, FinTech, and/or Investments.
• Depending on functional alignment, understanding of the life cycle of the product to the client in Financial Services.
• Understands and makes decisions that are cognizant of the firm’s broader business strategy.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of relevant technology project management experience.
• Agile and Lean Expertise: Deep understanding of Agile methodologies, Scrum practices, and Lean metrics to guide teams toward high performance and continuous improvement.
• Project Management Proficiency: Ability to lead complex technology projects across multiple IT/software disciplines, ensuring delivery on time, within budget, and aligned with business objectives.
• Servant Leadership and Facilitation: Skilled in facilitating Scrum ceremonies and fostering a collaborative, high-performing team culture.
• Risk and Change Management: Competence in managing risks, dependencies, and change processes that impact program objectives.
• Technical Acumen: Strong ability to translate business needs into technology solutions and provide guidance on complex technical issues.
• Communication and Stakeholder Management: Exceptional verbal and written communication skills to engage executives, influence decisions, and maintain strong partnerships.
• Analytical and Problem-Solving Skills: Ability to evaluate problems, identify root causes, and develop reasoned, innovative solutions.

Preferred:

• PMP and/or Agile Scrum certifications.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility
This role is eligible for hybrid work, with up to three days per week from home.