Role: Project Manager

Business Areas: Corporate Finance, Advisor Compensation, New Advisor Team Onboarding

Location: New York City, NY (Hybrid). Candidate should be willing to travel to Hamilton, NJ approximately once per month as needed.

Overview

The Project Manager will lead and coordinate cross-functional initiatives supporting key business functions, including Corporate Finance, Advisor Performance & Compensation, and Advisor Onboarding. This role is responsible for driving project execution, aligning stakeholders, and ensuring successful delivery of strategic initiatives. The ideal candidate brings strong organizational skills, experience managing projects within financial services, and an interest in leveraging emerging technologies such as Artificial Intelligence to enhance business processes.

Responsibi...