Company Description
Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits, and enhance digital banking services, announced an enhanced solution that will propel banks and credit unions to reach rare revenue opportunities through Wealth Management.
The Project Manager will work within an agile team to help review requirements, work, and interface with development and products teams to help facilitate the full lifecycle of product development. They will also work alongside senior leaders to help document processes, assist with reporting, and support processes in place to maintain an Agile environment. They will work with an implementation manager and business analysts and be responsible for running standups, keeping the full enterprise plan, planning and tracking project updates.
*This role is on-site in Nashville, TN.
Responsibilities:
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Work closely with stakeholders to define an in-depth project plan that establishes and hits key milestones.
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Manage project expectations through regular meetings, project status reports, and maintaining relationships.
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Identify organizational needs to apply additional Wealth Access technologies when applicable.
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Assist in end-to-end change management cycles for projects, from tracking front-end engineering progress to client adoption on the backend.
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Proactively identify and work cross-functionally to achieve additional growth opportunities on assigned accounts.
Qualifications:
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Strong organizational skills.
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Attention to detail
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Ability to communicate effectively verbally and in writing.
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Ability to lead an organization through cross-functional influence.
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Ability to specify technical changes with business context to engineering teams.
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Knowledge of standard project management software such as Jira.
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Strong presentation skills.
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Ability to navigate complex social situations.
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Ability to deliver both good and bad news with a steady hand.
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Skilled at facilitating cross-functional meetings.
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Ability to work independently to meet deadlines.
Education and/or Experience:
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5-7+ years of project management experience
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Experience overseeing 8-10 projects at a time.
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Agile in JIRA
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Scrum experience- running daily stand-ups.
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Strong communication and collaboration skills
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Proven ability to implement Agile processes, reporting, and documentation processes within an environment.
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True self-starter and self-motivated mentality.
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Strong critical-thinking, problem-solving capabilities, and able to operate in a high-paced environment with little to no guidance.
Salary & Benefits
At Wealth Access, we offer a highly competitive salary + bonus plan. Our full benefits package includes 401(k) with a match, health, dental & vision insurance (HSA option), group life & disability insurance, and voluntary life & ADD insurance. And because we are in downtown Nashville, we'll even cover your parking.
Top Skills
What We Do
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
