Remote Project Manager - Wealth Management | WFH

Job Title: Wealth Management Project Manager (Contractor)

Location: Remote

Hourly Pay Rate: \(50 - \)52

Working Hours: Central Time, 9:00 AM - 3:00 PM

Contract Duration: Start around 03/17/25, ending on 12/31/25 (with potential for extension or full-time conversion)

Overview

We are seeking a highly motivated Wealth Management Project Manager to join our esteemed organization. This role presents an exceptional opportunity for professionals dedicated to effecting change within the wealth management sector. You will be instrumental in leading projects that contribute to our clients’ financial success while fostering a collaborative work environment.

Key Responsibilities

• Lead the strategic planning and execution of projects to ensure timely and budget-compliant outcomes.
• Collaborate effectively with internal teams and external partners to facilitate seamless project delivery.
• Define project objectives in tandem with stakeholders and assess technical viability.
• Develop detailed project plans for accurate monitoring and tracking of progress.
• Measure and assess project performance using appropriate metrics, implementing adjustments as necessary.
• Cultivate and maintain robust relationships with clients and stakeholders throughout the project lifecycle.
• Identify potential risks and formulate proactive mitigation strategies.
• Conduct meetings with clients to gather comprehensive project requirements and clarify expectations.
• Oversee project budgets, ensuring alignment with financial objectives through diligent analysis.
• Prepare thorough project documentation and visual aids to effectively communicate project necessities.
  
  

Qualifications

• Bachelor's degree in Business Management or a related discipline.
• Project Management Professional (PMP) certification is highly desirable.
• A minimum of 5 years of demonstrated experience in project management, preferably within the financial services or brokerage sectors.
• Excellent verbal and written communication skills, with an aptitude for engaging clients and team members.
• Strong organizational skills, with meticulous attention to detail and the capacity to manage multiple tasks simultaneously.
  
  

Career Growth Opportunities

This position not only provides the chance for immediate impact but also offers pathways for professional development and potential full-time conversion following the successful completion of the contract.

Connect With Industry Professionals

Joining our team means becoming part of a reputable organization that values collaboration, networking, and professional growth within the financial services industry.

Compensation And Benefits

• Competitive hourly pay rate of \(50 - \)52
• Flexible working hours from 9:00 AM to 3:00 PM Central Time
• Opportunity to work remotely
  
  

If you are a driven, results-oriented professional eager to contribute to impactful projects in the wealth management space, we invite you to apply and join our team. We are proud to be an equal opportunity employer, welcoming diverse candidates from all backgrounds.

Employment Type: Full-Time