Onboarding & Integration Project Manager

Position Summary

The IT Project Manager plays a pivotal role in supporting the organization’s wealth management division by analyzing business processes, identifying improvement opportunities, and facilitating the implementation of solutions to enhance client experience and operational efficiency. This position serves as a bridge between business stakeholders and technology teams, ensuring clear communication and alignment of objectives.

This role can be based out of St. Louis, MO or Boston, MA. It will be hybrid with 3 days/week onsite.

Primary Responsibilities

• Lead projects from the IT Program Management Office (PMO) portfolio of projects, follow governance frameworks, enforce standards and best practices.
• Define project scope, goals, and deliverables that support business objectives.
• Develop detailed project plans, schedules, and budgets.
• Coordinate internal resources and third parties/vendors for flawless project execution.
• Identify and manage project risks, issues, and changes throughout the project lifecycle.
• Monitor project progress and provide exceptional reporting to stakeholders and Executive management.
• Lead, motivate, and manage project team members, ensuring clear communication and timely completion of tasks.
• Ensure quality standards and best practices are met in all project deliverables.
• Conduct project retrospectives and create detailed reports for management and clients.
• Manage relationships with internal clients, vendors, and all relevant stakeholders.
• Facilitate meetings and provide guidance to teams for optimal performance.
• Drive execution on complex, cross-functional IT programs, ensuring workstream alignment, budget adherence, and delivery excellence.
• Partner with business and technology leaders to define program objectives, success criteria, and resource plans.
• Implement and maintain portfolio-level dashboards, KPIs, and reporting to provide transparency to executive stakeholders.
• Manage risk, issue resolution, change control, and key stakeholder reporting across all key initiatives.
• Manage high-performing team of project managers, develop talent into high performing teams and foster a culture of accountability and execution.

Qualifications

• Bachelor’s degree in business, management, or related field (Master’s degree helpful).
• Proven experience as a project manager, ideally in a similar industry.
• Strong leadership, organizational, and problem-solving skills.
• Excellent verbal and written communication abilities.
• Proficiency with project management software (e.g., Asana).
• Ability to manage multiple projects simultaneously and work under pressure.
• Proven track record of engagement in large, enterprise-wide technology programs (e.g., ERP implementations, cloud migrations, digital transformation).

Preferred Skills and Attributes

• Preferences for individuals that have recent working knowledge of Asana, Addepar, Orion, InvestCloud, and Salesforce
• Experience managing remote or distributed teams.
• Ability to navigate complex stakeholder environments.
• Strong analytical and strategic thinking skills.
• Adaptability to evolving project requirements and changing business needs.
• Certification such as Agile, SAFe, or PMP are helpful

This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000-$150,0000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.