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Oxford Financial Group, Ltd. · 5 days ago

Technology Project Lead

Carmel, IN

Full-time

Onsite

Mid Level

Oxford Financial Group, Ltd. is seeking a Technology Project Lead responsible for planning, executing, and overseeing projects focused on vendor onboarding and data-related initiatives. The role involves collaborating with internal and external stakeholders to ensure timely delivery within scope and budget.

ConsultingFinancial ServicesWealth Management

Responsibilities

Plan, execute and oversee projects from concept through delivery, ensuring alignment with business goals

Define project scope, objectives, timelines and deliverables in collaboration with stakeholders

Create detailed project plans, schedules and resource allocation strategies

Manage day-to-day coordination between internal teams and external associates, ensuring clear communication and alignment

Monitor project progress, identify risk and implement mitigation strategies to resolve issues quickly

Facilitate regular project meetings, provide status updates and maintain thorough documentation

Serve as the primary point of contact for external partners, managing expectations and fostering strong working relationships

Track project metrics and report on performance, milestones and outcomes to leadership and stakeholders

Promote best practices in project management and continuously seek process

Qualification

Data AnalysisPMP CertificationProject ManagementMicrosoft ProjectJiraFinancial RegulationsAnalytical SkillsCommunication SkillsInterpersonal SkillsOrganizational Skills

Required

Bachelor's degree in Business Administration, Finance, or a related field

Proven experience in project management in the wealth management or financial services industry, with a focus on data-related projects

Proficiency in project management tools such as Microsoft Project, Smartsheets, Jira or Asana

Advanced knowledge of Microsoft Excel for data analysis and reporting

Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization

Strong analytical and problem-solving skills, with a strategic mindset and the ability to prioritize competing demands in a fast-paced environment

Must have a professional demeanor with the utmost respect for confidential matters

Must be able to work independently and in a team environment

Must have excellent written and verbal communication skills with strong interpersonal skills

Must be detail oriented with excellent organizational skills

Must have ability to multi-task

Preferred

PMP certification

Knowledge of financial industry regulations and requirements (e.g., SEC, FINRA)

Company

Oxford Financial Group, Ltd.

Oxford is one of the largest independent RIA firms in the country with oversight of more than $38 billion in assets under advisement* (which includes assets under management).

Founded in 1981