Bluespring Wealth Partners · 2 hours ago
Project Manager
Austin, TX
Full-time
Onsite
Senior Level
5+ years expBluespring Wealth Partners is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals. The Project Manager is responsible for the successful management and delivery of operations, business, and technology projects that support the organization’s strategic initiatives and long-term vision.
Financial Services
No H1B
Responsibilities
Define project scope and objectives with stakeholders; ensure business and technical feasibility
Develop detailed project plans, schedules, milestones, and resource allocations using organization approved tools
Drive strategic and operational planning activities across product lines, programs, and portfolios
Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution
Lead and facilitate project team meetings, document decisions, risks, and next steps
Coordinate project teams in matrixed environments and across varying project sizes
Manage constraints with strong focus on scope, time, budget, risk, and change control
Track and analyze project performance to ensure achievement of short- and long-term goals
Conduct financial analysis and recommend adjustments aligned to project and organizational objectives
Identify, assess, and mitigate potential risks and issues that may arise during the integration process
Create and maintain comprehensive project documentation across the full lifecycle
Provide regular project communications—including updates, dashboards, and presentations—to stakeholders at all levels
Prepare materials for leadership meetings and assist in synthesizing decisions and action plans
Partner with business sponsors, technology teams, external vendors, and cross-functional teams to ensure alignment and progress
Facilitate business requirements gathering, refinement, and validation
Facilitate communication and collaboration between different teams and departments to ensure a cohesive process
Qualification
Required
4-year degree in business, technology, operations, or related field
5-10 years of experience in project management
Experience in Wealth Management and/or RIA/ RIA aggregation required
Familiarity with Confluence, Smartsheet, Salesforce, MS Project, Lucid Charts required
MS Office Suite required
Experience managing complex projects in fast paced environments
Strong understanding of scope, schedule, budget, and risk management frameworks
Ability to analyze and translate business requirements and familiarity with technology requirements
Understanding of enterprise strategy and how projects support organizational goals
Excellent written and verbal communication skills, including preparing and delivering presentations
Ability to lead cross functional teams, manage conflict, and drive consensus
Ability to evaluate project performance, identify issues, and recommend solutions
Ability to work independently and manage multiple concurrent initiatives
Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies
Ability to identify and resolve sensitive issues that arise during a change management process
Excellent communication and relationship-building skills, with the ability to influence and inspire across all levels of an organization
Ability to think strategically, with a proven ability to collaborate cross-functionally to influence outcomes
Detail-oriented, consistent follow-up to drive accountability
Travel up to 30%
Preferred
PMP, Agile certifications are preferred
Knowledge of common RIA applications including Orion, Addepar, Investigo, Envestnet, Black Diamond desirable
Familiarity with PMO methodologies and tools
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase