Sr Project Manager at InvestCloud, Inc.

| Greater LA Area
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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 sign-offs 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

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Our office is centrally located in the trendy West Hollywood neighborhood, with lots of restaurants and local coffee shops in walking distance.
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