Project Manager – Wealth Platform & Direct Indexing InitiativesDuration: 6+ months hybrid (3x/week onsite: Tues/Wed/Thurs) Concord, CA (may consider Charlotte or Phoenix, but prefers to start in Bay Area) 2-3 rounds of interviews (video)Responsibilities:Support delivery of cross-functional initiatives spanning technology, product, operations, and client/advisor platformsCoordinate multiple concurrent projects, ensuring milestones, dependencies, and risks are actively managedPartner with Product, Engineering, and Operations teams to support platform enhancements, integrations, and product rolloutsAssist in building and maintaining project plans, status reporting, and executive updates using tools such as Airtable, JIRA, or similarFacilitate communication and alignment across stakeholders, ensuring clear ownership and accountabilityHelp identify and mitigate delivery risks, particularly in complex or time-sensitive platform environmentsContribute to process improvement efforts to enhance execution efficiency and team coordinationSupport governance activities including status tracking, documentation, and adherence to PMO standardsRequirements:4–7 years of experience in project management or project coordination, ideally within financial services or fintechExperience supporting technology, platform, or product-related initiatives (e.g.