Alera Group, Inc. · 3 hours ago
Project Manager, Financial Services
Deerfield, IL
Full-time
Remote
Mid, Senior Level
5+ years exp
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Responsibilities
Lead cross-functional project teams to implement and enhance systems for financial services advisors and offices, focusing on Wealth Services, Retirement Plans Services, and Insurance practice areas.
Manage the optimization and data integrations of Orion, Redtail, Salesforce, and multiple custodial platforms, ensuring seamless alignment with business objectives.
Collaborate with advisors, vendors, and internal teams to understand project requirements, timelines, and expectations.
Develop project plans, allocate resources, and monitor progress to ensure project milestones are met on time and within budget.
Ensure all projects are executed in compliance with financial services regulations and industry standards (FINRA, SEC, state regulators), mitigating risk through effective governance and oversight.
Develop and execute change management strategies to drive adoption and training of new systems among stakeholders.
Utilize KPIs and performance metrics to monitor project outcomes and improve future project delivery.
Qualification
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Required
Bachelor’s degree in Business Administration, Finance, Information Technology, or related field
5+ years of experience in project management within the financial services industry
Proven experience in managing projects involving systems like Orion, Redtail, and Salesforce
High understanding of investment concepts, financial markets and products, and practices and procedures used in the securities industry
Experience with CRM, portfolio management systems, and financial reporting tools specific to the financial services sector
Familiarity with regulatory requirements (FINRA, SEC, DOL) that impact financial services firms
Exceptional communication and leadership skills with the ability to collaborate effectively across all levels of the organization
Accuracy and attention to detail with a strong sense of accountability, ownership, and excellent follow-up
Ability to manage multiple stakeholders and projects simultaneously
Proficiency in project management software (e.g., MS Project, JIRA, or similar tools)
Preferred
PMP certification is a plus
Direct experience with Fidelity and Schwab platforms preferred
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Company
Alera Group, Inc.
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally.
1,001-5,000 employees
Funding
Current Stage
Late StageTotal Funding
$100MKey Investors
Genstar Capital
2023-04-12Private Equity· $100M
2017-01-04Private Equity· undefined
Leadership Team
Jim Blue
CEO
William Corrigan
Chief Financial Officer
Recent News
2024-06-05
Insurance Business America
2024-06-05
2024-06-05
Company data provided by crunchbase
