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Modern Wealth Management · 13 hours ago

Transition & Integration Project Manager

Mesa, AZ

Full-time

Onsite

Senior Level

5+ years exp

Modern Wealth Management is seeking a highly organized and proactive Project Manager to support transition and integration initiatives. The role involves managing transition work streams and leading operational process documentation efforts to ensure consistency and compliance across the organization.

FinanceFinancial ServicesManagement ConsultingWealth Management

Responsibilities

Manage transition work streams, including onboarding, technology migration, and operational alignment

Coordinate with cross-functional teams (Operations, Finance, HR, IT) to ensure smooth integration of acquired entities and internal projects

Track milestones, risks, and deliverables using project management tools (e.g., Asana, Power BI dashboards)

Provide regular updates to key stakeholders providing clarity on work completed, upcoming and any at risk items which require escalation

Coordinate project debriefs with key stakeholders & leaders to ensure continuous process, communication and change management improvements

Collaborate with functional leaders and SMEs to identify, document, and validate core business processes

Serve as the work stream lead for the development of Operations processes within our internal Process Factory. Ensuring effective prioritization of needed and requested processes & timely completion of document creation

Support the creation of training materials aligned with documented processes to support adoption and compliance working closely with team members in our training department

Support the rollout of processes to include training delivery and change management efforts utilizing ADKAR principles

Qualification

Process DocumentationChange ManagementProject ManagementPMP CertificationADKAR CertificationStakeholder ManagementProject Management SoftwareCollaboration PlatformsCommunication SkillsOrganizational Skills