[Remote] Sr. Technical Project Manager

Note: The job is a remote job and is open to candidates in USA. InvestCloud, a global leader in wealth technology, is seeking a dynamic Senior Technical Project Manager to lead Digital Wealth client implementations and platform delivery engagements. This role involves managing resources, budgets, schedules, and scope while ensuring a high level of client satisfaction and successful project outcomes.

Responsibilities

• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients
• Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline
• Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery
• Manage resources and deliverables across a cross-functional, matrixed organization
• Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and company KPIs
• Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates
• Identify project risks early and develop actionable mitigation plans
• Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed
• Communicate effectively with both internal and external stakeholders at all levels, including executive audiences
• Conduct executive-level status meetings and provide comprehensive weekly project updates
• Coordinate across the organization to align teams, remove blockers, and drive timely execution
• Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality
• Delegate and communicate project objectives clearly to internal teams while driving accountability for results
• Manage all aspects of client communication for assigned projects
• Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude
• Prioritize value-add activities that support project objectives and keep engagements aligned to scope
• Perform other duties as assigned

Skills

• Bachelor's degree or equivalent experience in the finance or technology industry
• 5+ years of full lifecycle project management experience in a technology environment, with a proven ability to deliver against defined scope, budget, and timeline
• 5+ years of experience using industry-standard project management tools, methodologies, and best practices
• 2–3 years of experience leading complex project teams, workstreams, or delivery efforts
• Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall
• Experience working in a fast-paced, evolving organization and adapting effectively to changing priorities
• Ability to work under pressure and manage competing priorities appropriately
• Experience with project management and collaboration tools such as Jira, Tempo, and Confluence
• Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects
• Highly motivated, quick learner who works independently and drives solutions in an innovative, fast-paced environment
• Ability to quickly adopt new concepts, business models, products, and technologies
• Financial services industry experience
• PMP certification or PMI knowledge

Benefits

• Medical/Rx, dental, vision, disability, and life/AD&D insurance plans
• Flexible Savings Account (FSA)
• Health Savings Account (HSA)
• Employee Assistance Plan (EAP)
• Health advocacy
• Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
• 401(k) retirement savings plan with company match
• Paid time off

Company Overview

Company H1B Sponsorship