Enterprise Project Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

0.0

Posted On

14 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project management, Vendor management, Agile methodology, Risk management, Financial management, Stakeholder management, RFP analysis, Process improvement, Strategic planning, Communication, Analytical skills, Vendor implementation, Requirement gathering, Budget tracking, Team coordination

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Project Manager who will lead and coordinate projects within the organization. This role involves collaborating with various teams, managing vendors tracking and communicating project progress, and ensuring projects are completed on time and within budget. This role will liaise between internal stakeholders and external vendors, lead larger internal projects aligned with business outcomes, manage timelines and deliverables, track risks and issues, and support coordination between internal teams. The ideal candidate is organized, detail-oriented, and capable of managing multiple tasks simultaneously while supporting firm-wide initiatives. Responsibilities Lead the planning and implementation of firm-wide projects Collect, organize, and refine project requirements Actively monitor project risks, scope, and financial management and facilitate communication for key stakeholder alignment, approvals, and recommendations to remove identified barriers Communicate with stakeholders to keep them informed of project status and issues Conduct project meetings and prepare meeting minutes Support vendor coordination, selection, and onboarding, including supporting vendor solution requirements and RFP analysis Coordinate and prepare for internal and vendor partner meetings Use vendor management best practices Track project progress, milestones, and deliverables Make timely decisions to keep projects on schedule and within scope Use analytical skills to identify and solve issues creatively Contribute to process improvement initiatives and identify areas for improving project management efficiency Qualifications Minimum Qualifications: Bachelor's degree preferred or equivalent experience 5+ years of applicable experience Exceptional oral and written communication skills Ability to establish effective working relationships with all levels of staff Experience with Agile methodology Experience with vendor implementation project management Ability to work independently, proactively, and in an organized manner High standard of professionalism Desired Qualifications/Skills: Experience with vendor management strategy development and execution Experience in the investment industry Ability to handle multiple work streams and adapt to a constantly changing environment Detail-oriented and highly organized WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior This position will remain open until filled.

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Responsibilities

The Project Manager will lead and coordinate firm-wide projects, ensuring they are completed on time and within budget while managing vendor relationships. They are responsible for collecting requirements, monitoring project risks, and facilitating communication between internal stakeholders and external vendors.