Wealth Project Manager

The Role

This position will work directly with the Chief Compliance Officer (CCO)/ Chief Operating Officer (COO) and will play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and brands. This position will be responsible for overseeing and executing strategic projects that drive the further development and implementation of innovative digital solutions.

The Wealth Project Manager will require strong organizational skills, experience with technology project management, experience with project management software and reporting, and a deep understanding of change management.

Essential Job Functions

Lead and manage the end-to-end project planning and execution of a major digital initiative within our Wealth Management portfolio.

Define project objectives, scope, requirements, critical path, and success criteria in alignment with key stakeholders.

Project Execution Excellence:
Ensure seamless project execution throughout its life cycle, adhering to high standards of development, quality, dashboard reporting, and timely delivery. Ensure that digital projects are delivered on time and within budget while optimizing resource utilization.

Manage day-to-day project schedule, deliverables, and resources, coordinating with cross-functional teams including executive leadership, technology, legal, compliance, human resources, marketing, and business units.

Uphold project budgetary guidelines and timelines with keen attention to detail and an ability to adapt to changing circumstances. Lead project planning and milestone delivery within the project team, ensuring efficient collaboration and coordination.

Stakeholder Communication:
Lead and facilitate effective project and stakeholder team working sessions to identify requirements, impacts and resource requirements.

Project Management Tools:
Utilize tools such as Azure Dev Ops, Jira, and Confluence to manage project workflows, track progress, and document key information.

Risk Management:

Identify potential risks associated with digital initiatives and develop mitigation strategies. Identify opportunities for personalization and customization in digital offerings to meet unique partner needs.

Implement standardized digital solutions to enhance client services and operational effectiveness. Ensure digital projects comply with regulatory requirements, industry standards, and internal policies.

Other duties as assigned.

Knowledge, Skills, and Abilities

Must display Core Values

Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes.

Experience and Education

Experience:

2+ Financial Services Industry experience required. Prior Broker Dealer and RIA experience preferred.

Product knowledge in variable life, variable annuities, mutual funds, managed accounts, financial planning and securities a plus.

Education:

Four-year college or university program and 8 to 10 years project management experience and/or training; or equivalent combination of education and experience.

Licensing:

Professional in Project Management (PMP) or similar project management certification is a plus

Physical Requirements

Office Position

Travel

Up to 10%.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.

Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.