What are the responsibilities and job description for the Project Manager position at Wealthspire?
PROJE014346_1
Who We Are
Wealthspire, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire, please visit www.wealthspire.com.
Summary: The Project Manager works directly with plan advisors and retirement plan recordkeepers to assist and project manage the successful implementation of retirement plan clients when they implement a new plan or change recordkeepers. This position will be responsible for coordinating, supporting and executing plan transition project management activities across a variety of stakeholders. This individual must demonstrate a high standard of professionalism, accuracy and efficiency. This position will also work to standardize operational processes and procedures.
Essential Duties And Responsibilities
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Who We Are
Wealthspire, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire, please visit www.wealthspire.com.
Summary: The Project Manager works directly with plan advisors and retirement plan recordkeepers to assist and project manage the successful implementation of retirement plan clients when they implement a new plan or change recordkeepers. This position will be responsible for coordinating, supporting and executing plan transition project management activities across a variety of stakeholders. This individual must demonstrate a high standard of professionalism, accuracy and efficiency. This position will also work to standardize operational processes and procedures.
Essential Duties And Responsibilities
- Project management oversight of retirement plan recordkeeper transitions
- A high-level of accuracy and attention to detail is required
- Coordinates with service providers, plan advisors and clients to obtain necessary information
- Advocates for clients to ensure a smooth transition project
- Manages implementation tracking and timeline for key deliverables as defined by the recordkeeper
- Attends and participates as needed in client implementation calls
- Provides bi-weekly project updates to plan advisors
- Provides project meeting summaries for storage in client file
- Maintains written operational processes and procedures
- Assist with special projects as assigned
- Demonstration of a commitment to accuracy by delivering high quality work
- Demonstration of project management skills
- Ability to work independently and in a team setting
- Ability to anticipate and meet client and team needs
- Ability to apply problem-solving skills to complete tasks
- Effective time management and decision-making skills
- Excellent interpersonal skills demonstrated in communications with both external and internal clients
- Ability to express ideas clearly in both written and oral communications
- Proficiency in Microsoft Office
- High school graduate (or equivalent)
- Minimum of 5 years of experience, financial services operations preferred
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Salary : $70,000 - $80,000