Technical Project Manager

Department: Technology

Employment Type: Full Time

Location: New York City, NY

Compensation: $150,000 - $175,000 / year

Reports To: Head of Technology

Position Summary:

Wealth Plus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient.

At Wealth Plus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

The Technical Project Manager will own the delivery lifecycle for the Wealth Plus workplace benefits and financial wellness platform, serving as the operational bridge between Product, Engineering, QA, Operations, Compliance, and Client Success. This role translates product requirements and business needs into sequenced, resourced, and accountable delivery plans, and drives those plans through sprint execution, release readiness, UAT, and deployment.

• Own end-to-end project delivery across the Wealth Plus platform, spanning epics, features, release scope, dependencies, and product documentation.
• Coordinate requirements gathering for plan/account setup, participant/member elections, transactions, reporting, integrations, and digital user experiences.
• Translate business needs into delivery plans, interface definitions, data mappings, business rules, configuration options, edge cases, and open questions.
• Maintain delivery plans, backlogs, and documentation in tools such as Jira, Confluence, or similar platforms.
• Facilitate sprint planning, backlog grooming, specification reviews, QA reviews, UAT sessions, release planning, and product demos.
• Track feedback, dependencies, decisions, defects, and follow-ups across Product, Technology, Operations, Compliance, Client Success, Implementation, and Sales, escalating blockers with a recommended path forward.

Education & Experience:

• Bachelor’s degree in business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or a related field, or equivalent practical experience.
• 4-7 years of experience in technical project management, program management, delivery management, or business analysis within fintech, financial services, wealth management, workplace benefits, recordkeeping or enterprise SaaS.
• Demonstrated ownership of software delivery through releases, user acceptance testing, requirements documentation, process improvement, implementation, or operational workflows.
• Experience running agile or hybrid delivery processes, including dependency management, risk management, and change control.

Skills & Knowledge:

• Strong written communication skills and ability to document requirements, workflows, notes, and decisions clearly.
• Detail-oriented, organized, and comfortable managing multiple work streams, timelines, and stakeholder inputs.
• Analytical mindset with the ability to understand business rules, workflows, data relationships, user needs, and platform configuration.
• Technical fluency sufficient to work with data models, integrations, APIs, and system interfaces, and to interrogate designs and estimates.
• Ability to collaborate effectively with Product, Technology, QA, Operations, Compliance, Client Success, Implementation, Sales, and other…