Project Manager

OneVest is a fast-growing technology company on a mission to Power the World’s 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. We’ve been listed as one of Forbes's 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 you’re 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 company’s Customer Success team. As the Project Manager, you will help our customers integrate OneVest products and services. You’re 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 you’ll 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 OneVest’s 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 OneVest’s 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 customer’s requirements.
• Ability to drive teams to meet deadlines, manage scope creep, and deliver successful outcomes for customers. 

What It’s Like To Work With Us:

• Culture: It’s 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!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t 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 recruiting@onevest.com and we’ll be happy to support you.