Talent.com
Redolent, Inc
Project Manager Wealth Platform & Direct Indexing InitiativesRedolent, Inc • Concord, CA, United States
No longer accepting applications
Project Manager Wealth Platform & Direct Indexing Initiatives

Project Manager Wealth Platform & Direct Indexing Initiatives

Redolent, Inc • Concord, CA, United States
8 days ago
Job type
  • Full-time
Job description

Project Manager Wealth Platform & Direct Indexing Initiatives

Duration: 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 platforms
  • Coordinate multiple concurrent projects, ensuring milestones, dependencies, and risks are actively managed
  • Partner with Product, Engineering, and Operations teams to support platform enhancements, integrations, and product rollouts
  • Assist in building and maintaining project plans, status reporting, and executive updates using tools such as Airtable, JIRA, or similar
  • Facilitate communication and alignment across stakeholders, ensuring clear ownership and accountability
  • Help identify and mitigate delivery risks, particularly in complex or time-sensitive platform environments
  • Contribute to process improvement efforts to enhance execution efficiency and team coordination
  • Support governance activities including status tracking, documentation, and adherence to PMO standards

Requirements:

  • 47 years of experience in project management or project coordination, ideally within financial services or fintech
  • Experience supporting technology, platform, or product-related initiatives (e.g.
Create a job alert for this search

Project Manager Wealth Platform & Direct Indexing Initiatives • Concord, CA, United States

Similar jobs

Wealth Management Client Associate

Bank of AmericaWalnut Creek, CA, United States
Full-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA

ChasePleasanton, CA, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA

ChaseDanville, CA, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

 • Promoted

Business Sector Lead - Planning AICP

BKF EngineersWalnut Creek, CA, United States
Full-time

Business Sector Lead Of Planning.The Business Sector Lead of Planning provides strategic, operational leadership and market growth across several service areas, including Agency Staffing, Community... Show more

 • Promoted

Managing Director, Intangible Assets Business Valuation

BDOWalnut Creek, CA, United States
Full-time

Valuation & Capital Markets Analytics Managing Director.The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivery of challenging valuation engag... Show more

 • Promoted

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.Walnut Creek, CA, United States
Full-time

At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together... Show more

 • Promoted

Associate Manager

Savers Value VillageWalnut Creek, CA, United States
Full-time

We are one of the largest for-profit thrift operators in the United States, Canada, and Australia for value priced pre-owned clothing, accessories, and household goods.Our mission is to champion re... Show more

 • Promoted

Forecast - Network Project Manager - III - Walnut Creek, CA

SamprasoftWalnut Creek, CA, United States
Full-time

Targeted Years of Experience: 5-7 years.Managing and overseeing the Macro New Build Program, from project initiation through Real Estate Complete (REC) in the Northern CA/NV market.Coordinating int... Show more

 • Promoted

Forecast - Network Project Manager - III - Walnut Creek, CA

Software Technology, Inc.Walnut Creek, CA, United States
Full-time

Targeted Years of Experience: 5-7 years.What youll be doing In this role as a Project Manager, you will be responsible for managing and overseeing the Macro New Build Program, from project initiati... Show more

 • Promoted

Wealth Relationship Manager - Newark CA

CitigroupNewark, CA, United States
Full-time

Wealth Relationship Manager - Newark CA.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from around the globe.At Citi, yo... Show more

 • Promoted

Project Manager-Fremont, CA 94538

StaffingFremont, CA, United States
Full-time

Interview Process: Phone Followed by F2F.US Citizen, Green Card and GC EAD.This person would be responsible for managing and coordinating all the small projects and steady state activities in the c... Show more

 • Promoted

Project Manager Wealth Platform & Direct Indexing Initiatives

Redolent, IncConcord, CA, United States
Full-time

Project Manager Wealth Platform & Direct Indexing Initiatives.Duration: 6+ months hybrid (3x/week onsite: Tues/Wed/Thurs) Concord, CA (may consider Charlotte or Phoenix, but prefers to start in Ba... Show more

 • Promoted

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab Inc.Walnut Creek, CA, United States
Full-time

At Schwab, you're empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.Schwab W... Show more

 • Promoted

Project Manager

ClifyXFremont, CA, United States
Full-time

Preferred Location: Fremont, CA.Ability to successfully manage and engage in multiple projects across all phases of; development, implementation, integration, user acceptance, performance, and post... Show more

 • Promoted

Infra PM/ Fremont, CA/ Tualatin, OR

E-SolutionsFremont, CA, United States
Full-time

Location- Either Fremont, CA or Tualatin, OR.We are seeking a highly experienced Project Manager to establish, mature, and lead PMO capabilities while driving large-scale, strategic programs enable... Show more

 • Promoted

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.Walnut Creek, CA, United States
Full-time

Schwab Wealth Advisory Wealth Advisor Opportunity.At Schwab, you're empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo a... Show more

 • Promoted

Project Manager II

Sequoia Ecological ConsultingWalnut Creek, CA, United States
Full-time

At Sequoia, we believe in providing a great place to work by living our shared core values of Belongingness, Excellence, Passion, Integrity, and Teamwork.As a member of the Sequoia team your unique... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA

JPMorgan ChaseSan Ramon, CA, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

 • Promoted

Wealth Management Client Service Associate

Sanctuary Wealth Group, LLCWalnut Creek, CA, United States
Full-time

Wealth Management Client Service Associate.Hiring Firm: Soteris Private Wealth.Pay Range: $85,000 $110,000 Base + Discretionary Bonus Potential.Experience: 3-5+ years of experience in client servi... Show more

 • Promoted

Director, Business Development, Healthcare

BDO USAWalnut Creek, CA, United States
Full-time

Business Development Director Healthcare Consulting.BDO is a global leader in professional services, offering innovative solutions in accounting, tax, and advisory services.BDO's Healthcare Manage... Show more