[Work From Home] Remote Wealth Management Project Manager

workwarp is actively recruiting for the role of Remote Wealth Management Project Manager! Whether you're in our Remote hub or working remotely, you'll be a core part of the team. This position requires a strong and diverse skillset in relevant areas to drive success. We are prepared to offer a competitive salary to attract a top-tier candidate for this role.

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6months to start(long term)

Must have wealth management / broker dealer PM experience.

Project Manager duties:
• Coordinates the completion of all tasks / deliverables for all phases of a project.
• Manages the project tightly to the six constraints of scope, schedule, cost, risk, resource and quality.
• Ensures consistent and diligent use of project methodology, tools, templates, repositories, and portfolio/project management tools by all project team members.
• Ensures the timely and accurate completion of business and technical project deliverables.
• Assesses project team resource knowledge & skills and facilitates necessary training to bridge gaps.
• Creates and maintains a detailed project schedule to include tasks, durations, resources assignments, percentage complete, and start / end dates, etc.
• Conducts project meetings; documents and distributes meetings agendas and meeting minutes, tracks accomplishments, key milestones, decisions, risk/issues, etc.
• Mitigates risk and resolves issues; escalates any critical risks / issues to the Project Sponsor or Steering Committee.
• Documents and distributes weekly project status reports to key stakeholders, project sponsor and project team members.
• Prepares Gate Approval Requests at each gate transition for review & approval by Project Sponsor and Steering Committee.
• Prepares Change Requests to record changes in scope, schedule and budget for review & approval by Project Sponsor and Steering Committee.

Project Manager required experience:
• Strong acumen in business processes in a multiple functional areas in an organization in the Financial Services industry
• Strong familiarity with project management concepts, interactions between knowledge areas and process groups, and inputs / tools and techniques / outputs in each knowledge area that explain how to approach project management and implement solutions
• Strong knowledge of tools / technology for office productivity, project management, portfolio management and communications
• Strong analytical thinking / problem solving and decision making skills
• Highly matured behavioral characteristics such as ethics, accountability, trustworthiness, organization / time management and flexibility / adaptability
• Strong communication skills and interpersonal / interaction skills
• Strong ability to build / lead teams, resolve conflicts and mentor / motivate team members
• Familiarity with Agile development methodologies, project management software, etc., is highly desired.
• 5+ years of experience; requires low level of supervision
• Experience in a financial services or highly-regulated environment is a plus.

Certification Requirements (not mandatory):
• PMI certification such as PMP
• ScrumAlliance certification such as A-CSM
• PMI certification such as Agile Certified Practitioner
• Self-Awareness
• Key Focus: Candidates should be aware of their strengths and weaknesses. The ideal candidate acknowledges when they don't know something, rather than over-selling their skills.
• Core Competencies
• Key Focus: Proficiency in essential Project Management Office (PMO) skills, such as decision-making, risk management, issue resolution, status reporting, and executive presence. The candidate should excel at leading meetings, making decisions quickly, and ensuring clear communication.
• Leadership Skills
• Key Focus: Strong communication (both interpersonal and personal), decision-making, and conflict resolution abilities. Ability to mentor and motivate others, while creating work plans with finesse. The candidate should find a balance between democratic and autocratic leadership styles, leading decisively and with empathy.
• Collaboration & Partnering
• Key Focus: Ability to collaborate across multiple departments (e.g., Finance, PMO, Technology) and resolve differences. The candidate should have strong interpersonal skills to bring together diverse teams and drive results.
• Domain Knowledge
• Key Focus: A solid understanding of the financial industry, particularly in areas relevant to Cetera (independent broker-dealers, RIAs). Familiarity with financial operations and industry-specific processes is critical.
• Cultural Fit
• Key Focus: The candidate should align with the company's culture. Assess how well they fit within the team dynamic and company values, ensuring they will thrive in the organizational environment.
This structure outlines the essential factors your client values in a candidate, focusing on a blend of technical, leadership, and interpersonal qualities.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.

Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

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Even if you feel you're not a perfect match, we'd still love to hear from you. We are looking for great people to join our friendly team.

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