Technology Project Lead

POSITION SUMMARY

The Technology Project Lead is responsible for planning, executing and overseeing projects focused on vendor onboarding, date-related initiatives and data management, ensuring timely delivery within scope and budget while collaborating with internal and external stakeholders.

This is a hands‑on Technology Project Lead who thrives in lean, in‑office environments and excels at turning ambiguous workflow and integration initiatives into executed projects without a formal PMO. Typically will manage 3 – 5 concurrent projects. Typical work will include workflow improvement, system integrations, vendor onboarding and process documentation.

• Plan, execute and oversee projects from concept through delivery, ensuring alignment with business goals.
• Define project scope, objectives, timelines and deliverables in collaboration with stakeholders
• Create detailed project plans, schedules and resource allocation strategies
• Manage day‑to‑day coordination between internal teams and external associates, ensuring clear communication and alignment
• Monitor project progress, identify risk and implement mitigation strategies to resolve issues quickly
• Facilitate regular project meetings, provide status updates and maintain thorough documentation
• Serve as the primary point of contact for external partners, managing expectations and fostering strong working relationships
• Track project metrics and report on performance, milestones and outcomes to leadership and stakeholders
• Promote best practices in project management and continuously seek process

• Bachelor's degree in Business Administration, Finance, or a related field; PMP certification preferred.
• Proven experience in project management in the wealth management or financial services industry, with a focus on data‑related projects.
• Proficiency in project management tools such as Microsoft Project, Smartsheets, Jira or Asana and advanced knowledge of Microsoft Excel for data analysis and reporting
• Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization.
• Strong analytical and problem‑solving skills, with a strategic mindset and the ability to prioritize competing demands in a fast‑paced environment
• Knowledge of financial industry regulations and requirements (e.g., SEC, FINRA) is preferred
• Must have a professional demeanor with the utmost respect for confidential matters.
• Must be able to work independently and in a team environment.
• Must have excellent written and verbal communication skills with strong interpersonal skills.
• Must be detail oriented with excellent organizational skills.
• Must have ability to multi‑task.

• Limited travel as business needs necessitate
• Long periods of sitting, utilizing a computer
• Onsite 100%