What are the responsibilities and job description for the Project Manager position at U.S. Retirement & Benefits Partners?
COMPANY OVERVIEW
Daybright Financial is one of the largest independently owned insurance brokerage firms in the country. It provides a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate, and Government markets. For more information about Daybright, please visit our website: www.daybright.com.
Daybright is hiring a Technical Project Manager to join our team. This is a fully remote position reporting to the CIO.
Position
We are seeking an experienced and results-oriented technology-focused Project Manager to oversee the successful execution of a complex, cross-functional project that align with the organization’s strategic objectives. The Project Manager will coordinate the project, manage various executives and stakeholders’ input and expectations, ensure team collaboration, and manage resources to deliver high-quality results on time and within budget, and enabling maximum return on investment. Although this is a technical role, the person will be responsible for managing the full outcome of a project, not just the technology aspects.
JOB DESCRIPTION
Responsibilities include, but are not limited to:
Project Leadership
- Define project scope, goals, and success criteria in alignment with organizational objectives.
- Manage and have accountability for the planning, execution, and completion of interrelated projects within the program.
- Serve as the primary point of contact for project stakeholders, providing updates and addressing concerns, and incorporating their guidance and input.
- Create visibility into project status, risks, issues, impediments, and required decisions proactively to reduce/eliminate impacts to project objectives and delivery parameters. Accountable for the identification, ownership, and appropriate elevation to stakeholders for alignment and action in the best interests of the project and company objectives.
Project Coordination
- Collaborate with project managers to ensure alignment between individual projects and the broader program goals.
- Develop and maintain integrated program plans, timelines, and budgets.
- Identify and mitigate risks across the program portfolio.
- Create the appropriate level of governance for design/architecture, scope, cost, quality, schedule to enable speed of identification, evaluation and decision/resolution to protect the strategic and program parameters.
Stakeholder Management
- Build and maintain strong relationships with internal and external stakeholders.
- Facilitate regular project reviews, status updates, and communication plans.
- Ensure stakeholder needs and expectations are met or exceeded.
- Enable stakeholders to fulfill the intended benefit targets of the project (realize the ROI).
Resource and Budget Management
- Allocate resources effectively across the project to optimize productivity.
- Monitor project budgets, track financial performance against forecasts, and proactively elevate when forecasts exceed approved budgets.
- Recommend corrective actions as needed to ensure financial goals are met.
Continuous Improvement
- Analyze project performance and outcomes to identify lessons learned and implement improvements as the project progresses.
- Develop and implement best practices for project management.
- Advocate for tools and technologies, and methodologies that enhance project delivery and efficiency.
JOB REQUIREMENTS
Education and Experience
- Bachelor’s degree in Business, Project Management, Engineering, or related field (Master’s preferred).
- 5 years of program or project management experience, preferably in Retirement or Benefits environments.
- Proven experience managing large-scale, cross-functional projects.
- Experience in Agile execution model mindsets
Skills and Competencies
- Exceptional leadership, organizational, and decision-making skills.
- Strong understanding of program management methodologies (e.g., Agile, Scrum, Waterfall).
- Proficiency in project management tools such as Jira, Microsoft ADO, or Microsoft Project.
- Excellent communication and presentation skills.
- Ability to manage competing priorities in a fast-paced environment.
Certifications (Preferred)
- Project Management Professional (PMP)
- Program Management Professional (PgMP)
- Agile Certified Practitioner (PMI-ACP)