Technical Project Manager – Wealth Management - Newbold Advisors
Cleveland, OH
About the Job
Job Title: Technical Project Manager – Wealth Management
Job Location: Cleveland, OH/Columbus, OH/Albany, NY/Buffalo, NY - Hybrid
Job Type: Contract - Must be able to work as a W2 employee of Newbold.
Compensation: $65-$70/hour will be based on the candidate’s skills and experience. No other forms of compensation, such as bonuses or commissions, are offered for this position. Newbold offers health care benefits and other benefits under applicable Federal or State law.
General Job Description: We are seeking experienced Technical Project Managers for the implementation of a new Wealth Management platform for our Banking client. This integration will streamline client experience, consolidate operations, and enable better reporting and processing for our client.
This role requires a deep understanding of the Wealth Management domain, technical expertise, and leadership skills to drive the implementation of agreed-upon solutions.
Job Requirements:
If you're passionate about improving the wealth management experience and have the technical and business acumen to drive this integration forward, we encourage you to apply.
Newbold Advisors, LLC is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Beware of Fraudulent Job Offers
We have recently been made aware of fraudulent job offers being sent from unofficial versions of Newbold’s email address. Please note that all official communications will come from our verified domain @newboldadvisors.com.
Job Location: Cleveland, OH/Columbus, OH/Albany, NY/Buffalo, NY - Hybrid
Job Type: Contract - Must be able to work as a W2 employee of Newbold.
Compensation: $65-$70/hour will be based on the candidate’s skills and experience. No other forms of compensation, such as bonuses or commissions, are offered for this position. Newbold offers health care benefits and other benefits under applicable Federal or State law.
General Job Description: We are seeking experienced Technical Project Managers for the implementation of a new Wealth Management platform for our Banking client. This integration will streamline client experience, consolidate operations, and enable better reporting and processing for our client.
This role requires a deep understanding of the Wealth Management domain, technical expertise, and leadership skills to drive the implementation of agreed-upon solutions.
Job Requirements:
- Strong technical PM experience, ideally within wealth management
- Experience with Envestnet or Pershing or Global+
- Ability to lead multiple workstreams within the platform integration
- Oversee integration work including data mapping, APIs, and development coordination (development experience is not required)
- Collaborate closely with technical teams, business analysts, and other stakeholders to ensure smooth project execution
- Build relationships and trust across teams
- Manage ambiguity, identify gaps, and align project goals with business objectives
- Use Jira, MS Project, and Confluence to track project progress, risks, and deliverables
If you're passionate about improving the wealth management experience and have the technical and business acumen to drive this integration forward, we encourage you to apply.
Newbold Advisors, LLC is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Beware of Fraudulent Job Offers
We have recently been made aware of fraudulent job offers being sent from unofficial versions of Newbold’s email address. Please note that all official communications will come from our verified domain @newboldadvisors.com.
Source : Newbold Advisors