Senior Project Manager

| Greater LA Area
Email - [email protected] w/ "Built In" in the subject line.
Apply now

Position Overview:

InvestCloud is looking for dynamic and accomplished individuals seeking to expand personal knowledge and expertise in project management. This position is appropriate for self-starters with strong analytical and organizational skills, as well as excellent command of project management approaches and a strong sense of ownership. The ideal candidate will have experience in the field and be highly capable of quickly mastering new key concepts.



  • Work with strategic clients from project initiation to completion

  • Understand Technical and Business components of complex implementation projects

  • Break down projects into milestones, deliverables and activities

  • Facilitate design, functional, budgetary and delivery signoffs with clients

  • Deliver quality agreed-upon products within committed timeframes

  • Manage scope and change rigorously

  • Leverage subject matter experts relentlessly to determine the optimal delivery approach

  • Work with Delivery Managers and Project Coordinator to slot resources to activities

  • Create and distribute relevant project status reports detailing objectives, tasks, accomplishments, concerns, action steps and budgetary details

    • Prepare weekly client-facing status reports

    • Prepare weekly internal status reports

    • Report weekly cross-project KPIs to divisional leadership


What We Look For:

  • Experienced Project Manager with 5-years experience in the financial services industry, preferably in the Wealth Management sector

  • Expertise with Microsoft Word, Excel and PowerPoint

  • PMP preferred

  • Team player

  • Tech-savvy

  • Excellent communicator

  • Excellent presentation skills and strong negotiation skills

  • Superior time management skills

  • Proven track record of strong scope and change control

  • Ability to handle stressful situations with perseverance and professionalism

Check us out on Comparably:

About InvestCloud:

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

InvestCloud Company Culture Highlights

Winner of Comparably's Award for Best Leadership Teams 2019
Winner of Comparably's Award for Best CEOs for Women 2019
Winner of Comparably's Award for Best Company in Los Angeles 2019
Winner of Comparably's Award for Employee Happiness 2019
InvestCloud is ranked in the top 5% of companies for Office Culture on Comparably

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Email - [email protected] w/ "Built In" in the subject line.
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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • HTMLLanguages
    • CSSLanguages
    • jQueryLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • SaltFrameworks
    • JenkinsFrameworks
    • OracleDatabases
    • PostgreSQLDatabases
    • CouchDBDatabases


700 N San Vicente Blvd, West Hollywood, CA 90069

An Insider's view of InvestCloud, Inc.

How does the company support your career growth?

InvestCloud offers many career paths. If someone wants to move to another position, there are people willing to hear them, offer them tips on how to achieve their goal, and get the ball rolling for that transition. Also, if you see a need for a role that does not yet exist, you are encouraged to speak up and perhaps fill said role yourself.

Rachel Barker

Front End Developer

What are InvestCloud, Inc. Perks + Benefits

Volunteer in local community
InvestCloud Los Angeles participates in quarterly volunteer opportunities in our local community.
Partners with Nonprofits
InvestCloud partners with Food on Foot to assist the Los Angeles homeless community with food, clothing, and work opportunities. As well as a Patron Sponsor for Circle of Friends Los Angeles.
Friends outside of work
Eat lunch together
Intracompany committees
InvestCloud has a culture of continued learning and collaboration! From weekly intra-department learning teams to bi-monthly all hands meetings celebrating intra-office successes.
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Highly diverse management team
InvestCloud's management team mirrors the vast diversity of our staff. Our Human Resources and Recruitment teams are dedicated to the continuous improvement and support of our diverse staff.
Mean gender pay gap below 10%
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Team workouts
From weekly basketball games to company wide burpee challenges InvestCloud employees believe in being healthy together!
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
Acme Co. provides employees with a flexible work schedule that includes Core hours, Compressed week, Flexible start and end times.
Family Medical Leave
Vacation & Time Off Benefits
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Happy Hours
We offer employees Free on-site garage parking.
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
InvestCloud offers employees professional development opportunities like the ability to attend job related conferences and seminars.
Cross functional training encouraged
Promote from within
Customized development tracks
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Email - [email protected] w/ "Built In" in the subject line.
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