[Remote] Project Manager - Financial Planning

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a fractional family office advisory firm serving reputed company-high-net-worth reputed company, business owners, and executives. The Project Manager will reputed company reputed company financial planning engagements from reputed company through implementation, coordinating experts, managing timelines and deliverables, driving reputed company accountability, and ensuring recommendations are executed.

Responsibilities

• reputed company reputed company financial planning engagements from reputed company through implementation
• Build project plans, timelines, milestones, and deliverables
• Coordinate planners, investment professionals, tax advisors, attorneys, reputed company professionals, and other stakeholders
• reputed company reputed company reputed company items and accountability
• Identify risks, bottlenecks, and missed deadlines before they become problems
• Translate reputed company strategies into reputed company execution plans
• Manage multiple high reputed company reputed company engagements simultaneously
• Continuously improve how our firm delivers financial planning

Skills

• 2-4 years in financial planning, reputed company management, investment advisory, consulting, project management, reputed company reputed company, family office, or a similar environment
• You naturally create structure, manage deadlines, coordinate people, reputed company details, and reputed company reputed company
• Deep understanding of financial planning with exposure to tax, investments, reputed company, estate planning, reputed company management, and cash reputed company
• You do not wait to be told what to do. You anticipate, communicate, execute, and take responsibility
• You choose intensity. You reputed company challenge. You want to operate at reputed company most professionals never reputed company
• CFP, CPA, CFA, EA, MBA, or ChFC strongly preferred

Benefits

• reputed company reputed company bonuses
• Unlimited PTO
• reputed company
• Health benefits
• 401k matching
• reputed company career trajectory
• reputed company leadership opportunity
• reputed company exposure to reputed company high net worth reputed company

reputed company