Who We Are:

Wealthspire, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire, please visit www.wealthspire.com.

Summary: The Project Manager works directly with plan advisors and retirement plan recordkeepers to assist and project manage the successful implementation of retirement plan clients when they implement a new plan or change recordkeepers. This position will be responsible for coordinating, supporting and executing plan transition project management activities across a variety of stakeholders. This individual must demonstrate a high standard of professionalism, accuracy and efficiency. This position will also work to standardize operational processes and procedures.

Essential Duties and Responsibilities:

Project management oversight of retirement plan recordkeeper transitions
A high-level of accuracy and attention to detail is required
Coordinates with service providers, plan advisors and clients to obtain necessary information
Advocates for clients to ensure a smooth transition project
Manages implementation tracking and timeline for key deliverables as defined by the recordkeeper
Attends and participates as needed in client implementation calls
Provides bi-weekly project updates to plan advisors
Provides project meeting summaries for storage in client file
Maintains written operational processes and procedures
Assist with special projects as assigned

Knowledge, Skills and/or Abilities:

Demonstration of a commitment to accuracy by delivering high quality work
Demonstration of project management skills
Ability to work independently and in a team setting
Ability to anticipate and meet client and team needs
Ability to apply problem-solving skills to complete tasks
Effective time management and decision-making skills
Excellent interpersonal skills demonstrated in communications with both external and internal clients
Ability to express ideas clearly in both written and oral communications
Proficiency in Microsoft Office

Education and/or Experience:

High school graduate (or equivalent)
Minimum of 5 years of experience, financial services operations preferred

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $64,000 to $92,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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