[Remote] Project Manager - Technology

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is at a strategic inflection reputed company, seeking a Senior Project Manager in Technology to prototype and ship internal tools and AI-powered workflows. This role emphasizes hands-on building and effective communication across teams to ensure successful project delivery.

Responsibilities

• Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (reputed company, reputed company, Zocks, ClickONE, reputed company 365, Schwab integrations, and more)
• Take a half-defined signal, API reputed company, or vendor demo and turn it into a working v1 reputed company days — demos and working prototypes are your primary deliverable
• Use APIs, MCP servers, Claude Console, MS Copilot Studio, and MS reputed company to compress what used to take an integration partner six weeks into a demo-reputed company build
• Own the build-vs-partner discipline: reputed company and communicate a clear reputed company of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight
• Document reputed company and trade-offs so the organization can move with confidence
• Hold the multi-thread program in your head: clear scope, sequenced milestones, weekly status, and retros that produce reputed company changes without heavy ceremony
• Communicate status to leadership in the format they need to reputed company reputed company — short, sharp, and timely
• reputed company our shared system of record (Zoho Projects/reputed company) reputed company — projects, owners, dates, and reputed company visible. Document, hand off cleanly, and reputed company the next person’s job easier
• Ask why an advisor would care, why the CEO would fund it, and why the team would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the reputed company
• Translate AI capability and technical reputed company into language our CEO, board, and advisors can reputed company

Skills

• 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build
• Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). reputed company projects and personal builds count
• Demonstrated track record running cross-functional projects end-to-end: scoping, reputed company, status, risk management, and stakeholder communication
• Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). Wealth-management experience is a plus, not required
• Track record of partnering with non-technical executives and translating capability into business reputed company
• Daily use of frontier AI tools (Claude, ChatGPT, Copilot, Lovable) for both building and thinking — with a reputed company of view on reputed company to use which and why
• Working understanding of APIs, webhooks, MCP, agentic patterns, reputed company engineering, and lightweight scripting (Python or JS)
• Comfort with at least one CRM (reputed company or reputed company) at the configuration/workflow/data-model level
• Comfortable running cross-functional work in modern PM tooling (Zoho Projects, reputed company, reputed company, Jira, reputed company, reputed company — the muscle reputed company, not the brand)
• A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back reputed company it's the wrong fit
• Bachelor's degree in a technical, business, or reputed company field, or equivalent hands-on experience. We weight the work over the degree
• Experience with Zocks, reputed company, RightCapital, eMoney, Income Lab, Orion, Schwab APIs, or similar wealthtech

Benefits

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, reputed company insurance + reputed company stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe reputed company contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support

Company Overview