Project Manager - Wealth Platform & Direct Indexing Initiatives

Redolent

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 platforms
Coordinate multiple concurrent projects, ensuring milestones, dependencies, and risks are actively managed
Partner with Product, Engineering, and Operations teams to support platform enhancements, integrations, and product rollouts
Assist in building and maintaining project plans, status reporting, and executive updates using tools such as Airtable, JIRA, or similar
Facilitate communication and alignment across stakeholders, ensuring clear ownership and accountability
Help identify and mitigate delivery risks, particularly in complex or time-sensitive platform environments
Contribute to process improvement efforts to enhance execution efficiency and team coordination
Support 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 fintech
Experience 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 stakeholders
Familiarity with project management tools such as Airtable, JIRA, Microsoft Project, or similar
Understanding of Agile and/or Waterfall methodologies
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
Effective 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 technology
Experience with concepts such as:
Separately Managed Accounts (SMAs)
Tax-Loss Harvesting (TLH)
Portfolio construction, rebalancing, or performance reporting
Familiarity with platforms or ecosystems such as:
Charles Schwab
UBS
Morgan Stanley
Fidelity Investments
Addepar
Black Diamond
Vestmark
Exposure to Direct Indexing or custom indexing strategies is a plus, but not required

Apply

Vacancy posted 18 hours ago

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