Bridges Trust · 2 weeks ago
Director of Project Management
Omaha, NE
Full-time
Onsite
Mid, Senior Level
5+ years expBridges Trust is a privately-owned trust and wealth management firm providing comprehensive services for a growing client base. The Director of Project Management is responsible for planning, executing, and delivering firm-wide initiatives that enhance client experience and drive operational efficiencies.
AccountingFinancial ServicesProfessional ServicesWealth Management
Responsibilities
Lead end-to-end project management for strategic, operational, technology, and regulatory initiatives
Develop project plans, timelines, budgets, and resource requirements
Establish project governance, reporting, and risk management frameworks
Track project progress, dependencies, and deliverables; escalate issues as needed
Partner with relationship management teams, investment management, operations, compliance, technology, and vendors
Translate firm needs into clear project requirements and execution plans
Facilitate project meetings, steering committees, and executive updates
Manage vendor relationships and third-party implementations when applicable
Support projects related to portfolio management platforms, client reporting, CRM, and digital client experience
Lead initiatives tied to regulatory and compliance requirements (SEC, FINRA, fiduciary standards)
Drive operational improvements across client onboarding, account servicing, trading, billing, and reporting
Support growth initiatives that include new service offerings
Qualification
Required
Bachelor's degree or equivalent experience
5+ years of project management experience in financial services, wealth management, or related fields
Strong understanding of wealth management business processes and operating models
Proven ability to manage multiple projects and stakeholders simultaneously
Excellent communication, organization, and problem-solving skills
Expert knowledge of project management methodologies, tools, and best practices
Strong strategic, analytical, and problem-solving abilities
Exceptional interpersonal, communication, and presentation skills, with a proven ability to influence at all levels of the organization
Proficiency with project management tools and software
Company
Bridges Trust
Bridges Trust is a financial and wealth management company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ted Bridges
Chief Executive Officer
Nick Wilwerding
President & COO
Company data provided by crunchbase