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

Project Manager Wealth Platform & Direct Indexing Initiatives

Redolent, Inc • Concord, CA, United States
30+ 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.
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Project Manager Wealth Platform & Direct Indexing Initiatives • Concord, CA, United States

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