Senior Project Manager

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.  

The PM will lead a cross-functional team of business, technical and function experts, and work directly with the COO to manage all aspects of the firm’s development and enhancements. The PM is responsible for the successful completion of implementation and upgrade projects.

The PM will have primary ownership of the project deliverables assigned to project team and will provide day-to-day direction to the project team. They will be responsible for developing the detailed project schedule, ensuring all tasks are completed and delivering the project within the financial parameters set forth in the Statement of Work including any approved scope changes and communicating the project status to the stakeholders and successfully delivering the project in accordance with the prescribed methodology.

The PM must be able to manage a portfolio of projects from kick-off through post Go-Live support phases. Analytical and technical thinking across multiple areas of responsibility with an understanding of their role and its impact on business results. 

• Guide all phases of the project lifecycle
• Communicate changes to appropriate parties
• Track progress towards achievement of project goals
• Allocate resources where necessary to implement solutions and to resolve problems
• Coordinate with different teams
• Assist in defining project scope and objectives
• Coordinate with resource planning to schedule and allocate resources
• Develop project plans and work schedules for individual consultants and development resources
• Monitor project activities and identify any open issues/risks in each of the phases proactively
• Defining project deliverables and critical target milestone dates
• Maintain the issue list and prioritize issue resolution
• Assist consultants and individual teams in executing activities and producing deliverables
• Collaborate with Key Partners, Subject Matter Experts, Technical Product Owners and Developers to define project scope, complete project deliverables and direct deadlines
• Work with cross-functional teams across IEQ to continuously improve operations processes, training, and documentation. 

• Bachelor’s degree
• 5+ years’ experience in the implementation of Project Management 
• Ability to manage portfolio of 10+ projects in various lifecycle phases
• Ability to summarize information, tailor communication style and content for different stakeholders
• Experience coordinating cross-functional teams
• Possesses confidence with navigating an escalation process
• Skilled in building trusted relationships with team members and project leaders
• Experience assessing, organizing and managing priorities within an organization
• Strong written, oral, and presentation skills with the ability to present information clearly 

• Salesforce experience
• Certification in a related process (CAPM, PMP, Lean Sigma Six, Agile CSM)
• Financial Services experience 

The salary range for this role, inclusive of base and bonus, is $130,000 - $160,000, depending on skills and experience.