Project Client Solutions Manager

Role Overview

The Project Client Solutions Manager is a client-facing role responsible for managing multiple projects related to employer-sponsored retirement plans of moderate complexity. This role coordinates project teams, defines scope and objectives, allocates resources, develops schedules, and maintains documentation to ensure timely delivery while maintaining business value.

What You Will Do

Manage multiple projects, including defining and controlling project scope, assembling project teams, and negotiating with users, staff, and management to define project objectives, priorities, and sequencing of work.

Why It Might Be a Fit

This role requires excellent organizational, multitasking, project planning, timeline management, leadership, judgment, and negotiation skills. Experience working in a financial services environment is preferred, and PMP certification is also preferred.

Requirements

• Bachelor’s degree or equivalent combination of education and directly related experience
• 2+ years of project management experience, including managing multiple concurrent projects of moderate complexity
• FINRA fingerprinting required upon hire

Benefits

• Flexible work environment
• Fluid career paths
• Internal mobility
• Purpose, well-being, and work-life balance
• Welcoming and inclusive environment
• Volunteering opportunities