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Zinnia Wealth Management

Technical Project Manager – III

Zinnia Wealth Management

Technical Project Manager III at Zinnia managing delivery of solutions. Coordinating initiatives across teams in technology platform for life and annuities growth.

Posted 5/28/2026full-timeAlpharetta • Connecticut, Kansas, New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $145,000 per yearWebsite

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Hard Skills
Project ManagementWaterfallScrumKanbanProject LifecycleSoftware Development Life CycleProblem SolvingDecision MakingAnalytical SkillsOrganizational Skills
Soft Skills
CommunicationLeadershipMentoringTeam BuildingStakeholder ManagementResults OrientationInfluencingChange ManagementCollaborationMotivation
Tools & Technologies
Microsoft PowerPointMicrosoft ExcelMicrosoft VisioMicrosoft SharePointJiraProject Management ToolsThird-party System SupportIT SystemsGovernanceCompliance
Certifications & Qualifications
CAPMPMPPMI-ACPCSM
Industry Keywords
InsuranceFinancial ServicesAnnuitiesLife ProductsRisk ManagementStakeholder EngagementRequirement GatheringProject Scope ManagementProject Schedule ManagementProject Cost Management

Tech Stack

Tools & technologies
PMPSDLC

About the role

Key responsibilities & impact
  • Manage changes to the project scope, project schedule, and project costs
  • Communicate expectations in accordance with the project plan, in order to align the stakeholders and project team members.
  • Measure project performance to identify and quantify variances and perform required corrective actions
  • Execute tasks as defined in the project plan.
  • Create a project organization structure by defining roles and responsibilities
  • Identify and mitigate project risk impacts on the project.
  • Record detailed customer requirements, constraints, and assumptions with stakeholders in order to establish the project deliverables, using various requirement-gathering techniques (e.g., planning sessions, brainstorming, focus groups)
  • Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness,
  • Communicates and provide support to stakeholders to establish strong rapport.
  • Demonstrates Zinnia's core values and beliefs.

Requirements

What you’ll need
  • Five plus years of Project Management Experience – CAPM, PMP or similar designation preferred
  • Ten to fifteen years’ total technology experience
  • Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Scrum, Kanban, etc).
  • Demonstrated understanding of project lifecycle in complex technical environments.
  • Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc.
  • Participation in the full software development life cycle.
  • Experience with third-party system support with preference given to insurance / financial services platforms.
  • Knowledge of IT systems, governance and compliance.
  • Proven problem solving, decision making, analytical and organizational skills are required.
  • Ability to tailor communications and influence critical decisions with a variety of stakeholders.
  • Ability to work within broadly defined parameters.
  • Strong results orientation, organization and management skills.
  • Ability to lead and focus the efforts of others to established goal.
  • Ability to effectively drive results with cross-functional teams in a matrixed organization.
  • Experience with conversions and implementations.
  • Ability to mentor junior Technical Project Managers as required.
  • Ability to develop relationships, with a strong focus on communication and change management.
  • Knowledge of annuities and life products
  • 2-4 years in an Agile environment preferred
  • PMI- ACP, CSM or equivalent preferred
  • Ability to travel a minimum of 10% of the time.

Benefits

Comp & perks
  • health/dental insurance
  • parental leave
  • 401(k)
  • incentive/bonus opportunity
  • tuition reimbursement