Direct Applicants Only - NO C2C or 3rd Party Inquires please.
Aureon Consulting has an immediate need for an experienced Project Manager to lead and support a large-scale wealth management platform transformation. This role will focus on the migration from Folio Dynamix/Envestnet to Charles River and will partner closely with advisors, operations, compliance, and technology teams to ensure a successful implementation.
Key Responsibilities:
- Lead project planning and execution for a major advisory platform transformation initiative.
- Coordinate cross-functional stakeholders across advisory, investment operations, compliance, and technology teams.
- Manage trading workflow, portfolio management, integration, and data conversion workstreams.
- Drive project governance, risk management, communication, and status reporting.
- Ensure successful delivery of technology and business process changes impacting wealth management operations.
Qualifications:
- Proven Project Management experience supporting advisory, wealth management, or investment management platforms.
- Strong understanding of advisor platforms, investment operations, trading workflows, portfolio management, and related technologies.
- Experience leading technology transformation, platform migration, or implementation projects.
- Excellent stakeholder management and communication skills.
- Prior Charles River implementation experience is preferred but not required.
Location: Candidates must be willing to work from the Phoenix area office.
Project Manager | Wealth Management Platform Transformation in Phoenix at Aureon Consulting
This position is listed as full time and onsite. It was posted 2 days ago.