Project Manager - Wealth Platform & Direct Indexing Initiatives

Project Manager - Wealth Platform & Direct Indexing Initiatives Duration: 6+ Months Hybrid (3x/week onsite: Tues/Wed/Thurs) Concord, CA (may consider Charlotte or Phoenix, but prefers to start in Bay Area) 2-3 rounds of interviews (video) Responsibilities:Support delivery of cross-functional initiatives spanning technology, product, operations, and client/advisor platformsCoordinate multiple concurrent projects, ensuring milestones, dependencies, and risks are actively managedPartner with Product, Engineering, and Operations teams to support platform enhancements, integrations, and product rolloutsAssist in building and maintaining project plans, status reporting, and executive updates using tools such as Airtable, JIRA, or similarFacilitate communication and alignment across stakeholders, ensuring clear ownership and accountabilityHelp identify and mitigate delivery risks, particularly in complex or time-sensitive platform environmentsContribute to process improvement efforts to enhance execution efficiency and team coordinationSupport governance activities including status tracking, documentation, and adherence to PMO standards Requirements:4-7 years of experience in project management or project coordination, ideally within financial services or fintechExperience supporting technology, platform, or product-related initiatives (e.g., implementations, migrations, or enhancements)Demonstrated ability to work across cross-functional teams including technology, operations, and business stakeholdersFamiliarity with project management tools such as Airtable, JIRA, Microsoft Project, or similarUnderstanding of Agile and/or Waterfall methodologiesStrong organizational skills with the ability to manage multiple priorities in a fast-paced environmentEffective communication skills, with the ability to provide clear and concise updates to stakeholders Preferred / Nice to Have (not required):Exposure to wealth management, investment platforms, or advisor-facing technologyExperience with concepts such as:Separately Managed Accounts (SMAs)Tax-Loss Harvesting (TLH)Portfolio construction, rebalancing, or performance reportingFamiliarity with platforms or ecosystems such as:Charles SchwabUBSMorgan StanleyFidelity InvestmentsAddeparBlack DiamondVestmarkExposure to Direct Indexing or custom indexing strategies is a plus, but not required