Demo

Project Manager

Wealth Access
Nashville, TN Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/26/2025

Company Description

Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits, and enhance digital banking services, announced an enhanced solution that will propel banks and credit unions to reach rare revenue opportunities through Wealth Management.

The Project Manager will work within an agile team to help review requirements, work, and interface with development and products teams to help facilitate the full lifecycle of product development. They will also work alongside senior leaders to help document processes, assist with reporting, and support processes in place to maintain an Agile environment. They will work with an implementation manager and business analysts and be responsible for running standups, keeping the full enterprise plan, planning and tracking project updates.

  • This role is on-site in Nashville, TN.

Responsibilities :

  • Work closely with stakeholders to define an in-depth project plan that establishes and hits key milestones.
  • Manage project expectations through regular meetings, project status reports, and maintaining relationships.
  • Identify organizational needs to apply additional Wealth Access technologies when applicable.
  • Assist in end-to-end change management cycles for projects, from tracking front-end engineering progress to client adoption on the backend.
  • Proactively identify and work cross-functionally to achieve additional growth opportunities on assigned accounts.
  • Qualifications :

  • Strong organizational skills.
  • Attention to detail
  • Ability to communicate effectively verbally and in writing.
  • Ability to lead an organization through cross-functional influence.
  • Ability to specify technical changes with business context to engineering teams.
  • Knowledge of standard project management software such as Jira.
  • Strong presentation skills.
  • Ability to navigate complex social situations.
  • Ability to deliver both good and bad news with a steady hand.
  • Skilled at facilitating cross-functional meetings.
  • Ability to work independently to meet deadlines.
  • Education and / or Experience :

  • 5-7 years of project management experience
  • Experience overseeing 8-10 projects at a time.
  • Agile in JIRA
  • Scrum experience- running daily stand-ups.
  • Strong communication and collaboration skills
  • Proven ability to implement Agile processes, reporting, and documentation processes within an environment.
  • True self-starter and self-motivated mentality.
  • Strong critical-thinking, problem-solving capabilities, and able to operate in a high-paced environment with little to no guidance.
  • Salary & Benefits

    At Wealth Access, we offer a highly competitive salary bonus plan. Our full benefits package includes 401(k) with a match, health, dental & vision insurance (HSA option), group life & disability insurance, and voluntary life & ADD insurance. And because we are in downtown Nashville, we'll even cover your parking.

    About Wealth Access

    Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services' existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client's complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

    As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company's platform, including several of the largest RIAs and banks in America.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Project Manager?

    Sign up to receive alerts about other jobs on the Project Manager career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $87,195 - $112,851
    Income Estimation: 
    $115,491 - $158,336
    Income Estimation: 
    $102,413 - $133,130
    Income Estimation: 
    $109,705 - $144,044
    Income Estimation: 
    $119,541 - $162,386
    Income Estimation: 
    $87,195 - $112,851
    Income Estimation: 
    $115,491 - $158,336
    Income Estimation: 
    $102,413 - $133,130
    Income Estimation: 
    $109,705 - $144,044
    Income Estimation: 
    $119,541 - $162,386
    Income Estimation: 
    $137,274 - $178,415
    Income Estimation: 
    $182,502 - $249,036
    Income Estimation: 
    $207,946 - $249,343
    Income Estimation: 
    $175,165 - $219,883
    Income Estimation: 
    $182,642 - $260,237
    Income Estimation: 
    $107,623 - $139,321
    Income Estimation: 
    $133,494 - $170,282
    Income Estimation: 
    $131,105 - $151,214
    Income Estimation: 
    $128,269 - $173,633
    Income Estimation: 
    $157,111 - $225,157
    Income Estimation: 
    $107,021 - $143,982
    Income Estimation: 
    $131,105 - $151,214
    Income Estimation: 
    $137,848 - $188,725
    Income Estimation: 
    $168,545 - $198,692
    Income Estimation: 
    $137,274 - $178,415
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Wealth Access

    Wealth Access
    Hired Organization Address Rapids, IA Full Time
    Job Description In a global market, design, develop, and manage projects to completion, on time and within budget, rangi...
    Wealth Access
    Hired Organization Address Nashville, TN Full Time
    Wealth Access is changing how financial institutions interact with their customers by delivering data insights that powe...
    Wealth Access
    Hired Organization Address Nashville, TN Full Time
    Company Description Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks...
    Wealth Access
    Hired Organization Address Nashville, TN Full Time
    Company Description Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks...

    Not the job you're looking for? Here are some other Project Manager jobs in the Nashville, TN area that may be a better fit.

    Case Manager

    Project Transition, Nashville, TN

    Property Manager

    MyPlace Asset Manager LLC, Murfreesboro, TN

    AI Assistant is available now!

    Feel free to start your new journey!