Senior Technical Project Manager

InvestCloud, Inc.

Senior Technical Project Manager leading client implementations and platform delivery engagements at InvestCloud. Managing resources, budgets, schedules, and ensuring client satisfaction.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $125,000 - $160,000 per yearWebsite

Tech Stack

Tools & technologies

SDLC

About the role

Key responsibilities & impact

Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients
Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline
Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery
Manage resources and deliverables across a cross-functional, matrixed organization
Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and company KPIs
Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates
Identify project risks early and develop actionable mitigation plans
Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed
Communicate effectively with both internal and external stakeholders at all levels, including executive audiences
Conduct executive-level status meetings and provide comprehensive weekly project updates
Coordinate across the organization to align teams, remove blockers, and drive timely execution
Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality
Delegate and communicate project objectives clearly to internal teams while driving accountability for results
Manage all aspects of client communication for assigned projects
Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude
Prioritize value-add activities that support project objectives and keep engagements aligned to scope
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent experience in the finance or technology industry
5+ years of full lifecycle project management experience in a technology environment, with a proven ability to deliver against defined scope, budget, and timeline
5+ years of experience using industry-standard project management tools, methodologies, and best practices
2–3 years of experience leading complex project teams, workstreams, or delivery efforts
Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall
Experience working in a fast-paced, evolving organization and adapting effectively to changing priorities
Ability to work under pressure and manage competing priorities appropriately
Experience with project management and collaboration tools such as Jira, Tempo, and Confluence
Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects
Highly motivated, quick learner who works independently and drives solutions in an innovative, fast-paced environment
Ability to quickly adopt new concepts, business models, products, and technologies
Financial services industry experience

Benefits

Comp & perks

medical/Rx
dental
vision
disability
life/AD&D insurance plans
Flexible Savings Account (FSA)
Health Savings Account (HSA)
Employee Assistance Plan (EAP)
health advocacy
voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
401(k) retirement savings plan with company match
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Project ManagementBudget ManagementRisk ManagementScope ManagementAnalytical SkillsProblem-SolvingLifecycle Project ManagementTask ManagementTimeline ManagementResource Management

Soft Skills

CommunicationTeam BuildingAdaptabilityEnthusiasmPatience