Project Manager

OneVest is a fast-growing technology company on a mission to Power the Worlds Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity collaboration and the pursuit of excellence. Weve been listed as one of Forbess best start-up employers and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures Allianz Life Ventures TIAA Ventures OMERS Ventures Fin Capital Deloitte Ventures and more. If youre passionate about finance technology and making a real impact this is the perfect opportunity to be part of something big.

We are looking for a full-time Project Manager to join our tight-knit team and help build the foundation of the companys Customer Success team. As the Project Manager you will help our customers integrate OneVest products and services. Youre a natural problem solver team player and enjoy the variety that comes with managing the build out of solutions across a variety of customers business models and technologies. This will be a multifaceted role with a considerable opportunity for impact and contributions across the entire organization.

What youll be doing:

• Primary point of contact: Act as the primary point of contact for customer interactions during implementations. Identify and align on strategic program goals key performance indicators and opportunities.
• Plan and manage: Serve as the program manager for new customer onboarding projects and work with internal teams to ensure implementation best practices are adopted and executed.
• Establish strategic planning sessions: Facilitate customer planning sessions to ensure plans are reviewed and product enhancements are considered for OneVests product roadmap.
• Provide regular customer updates: Includes key performance indicators successful outcome metrics and progress updates for the Executive team and Senior Management.
• Collaborate with internal teams: Leverage the Product & Technology Operations Revenue and Wealth teams to represent and advocate for customer needs strategies opportunities and insights in order to assist with OneVests product roadmap and developing new product features.
• Nurture existing accounts: Identify and communicate internally opportunities for upselling internally providing additional recurring value and customers best-suited to participate in research and co-development opportunities.
• Provide subject matter expertise: Act as an SME for customers to assist in navigating their implementation from project kick-off through to business-as-usual phases.
• Monitor and control overall project health: Own delivery tracking dependency management risk mitigation and issue resolution for assigned customers.
• Leverage data and insights: Analyze and utilize data from new and existing customers to guide strategy and implementation of OneVest solutions.
• Continuous improvements: Contribute to improving processes procedures templates knowledge base and training documentation.

Must Haves:

• 4 years of experience of enterprise-focused technology implementation project/program management and/or management consulting work experience.
• Experience working in wealth management/wealth technology.
• Hands-on experience leading SaaS-based implementations including tracking monitoring and reporting key performance indicators of project health.
• Ability to develop strategies and standard operating procedures for SaaS-based implementations and customer relationship management.
• Demonstrated ability to communicate present and influence credibly and effectively at all levels of the organization.
• Must be flexible with working hours in order to meet our customers needs and answer their questions in a timely manner.

Nice to Haves:

• Experience tracking monitoring and reporting program/project health with tooling such as Asana Jira or SalesForce.
• Leading implementations of financial technology products that are configurable to customers requirements.
• Ability to drive teams to meet deadlines manage scope creep and deliver successful outcomes for customers.

What Its Like To Work With Us:

• Culture: Its fun rewarding fast-paced - and we build cool stuff too!
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan

Sound like a good fit Apply today!
Dont meet every single requirement We encourage you to apply anyways. If youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse equitable and inclusive workplace. We encourage applications from individuals of all backgrounds including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process please reach out to and well be happy to support you.