Business Technology Project Manager

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Full Time Exempt Irvine, CA, US

10 days ago Requisition

Salary Range: $95,000.00 to $ Annually

The Business Technology Project Manager partners with IT and business stakeholders to lead the assessment, implementation, and deployment of technology solutions and initiatives that support Aspiriant’s advisory, client service, and operational teams.

We are Aspiriant
, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Company contribution up to 95% for health insurance

• Lead end-to-end delivery of technology supported business projects, including application assessments, vendor evaluations, and implementations.
• Develop and manage project plans, timelines, budgets, risks, dependencies, and communications.
• Coordinate internal resources and external vendors to ensure successful execution and adoption.
• Partner with IT to assess existing applications and identify opportunities for optimization, consolidation, or replacement.
• Help deployment of advisory, client service, finance, and operational platforms and workflows.
• Ensure solutions align with enterprise architecture, security, and compliance standards.
• Drive stakeholder engagement through clear communication, documentation, and status reporting.
• Support user readiness, training coordination, and adoption planning.
• Translate business requirements into clear project objectives and technical requirements.
• Identify and manage organizational change impacts associated with new technology deployments.
• Reinforce IT governance processes, including intake, prioritization, and post-implementation reviews.

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.”

We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.

• Grasp of advisory, client service, or back-office workflows.

• Exceptional communication and stakeholder management skills
• Hands‑on technical leader with ability to manage multiple concurrent projects

• Working technical knowledge (e.g., API’s, SaaS platforms, data flows), with ability to collaborate effectively with technical teams.

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• 5+ years of project management experience, preferably in financial services, wealth management, or an RIA environment.
• PMP, Agile, or similar certification required
• Experience leading application implementations and technology deployments.
• Experience with , Tableau, and Black Diamond a plus

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive…