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iCapital Verified
FinTech, Financial Services, Wealth Management

Project Manager - Associate

RemoteRemoteFull Time$75,000–$90,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • project implementation
  • software development lifecycle
  • client statements of work
  • requirements analysis
  • project plans
  • project progress
  • financial status
  • timeline schedule
  • change management
  • risk mitigation

Nice to have

  • PMP
  • CSM
  • CAPM
  • SAFe
  • Six Sigma
  • Lean

Role summary

iCapital is seeking an Associate Project Manager to support external clients through the project implementation and software development lifecycle. This role involves managing client statements of work, facilitating requirements and design, planning projects, communicating progress and financial status, managing scope changes, mitigating risks, and ensuring timely, on-budget project delivery. The position requires 3-5 years of project management experience, familiarity with SDLC and either Waterfall or Agile methodologies, strong MS Office skills, and experience with project management software like JIRA or MS Project. Experience in financial services, particularly life insurance or annuities, and process improvement methodologies like Six Sigma or Lean are preferred.

About the Role

iCapital is looking to hire an Associate Project Manager (PM) to support external clients throughout the project implementation and software development lifecycle. The PM is responsible for managing client statements of work, facilitating requirements analysis and design, baselining project plans, keeping the client informed of project progress, tracking and communicating financial status, ensuring timeline schedule, managing change, mitigating risk, and working with the client to facilitate on time, on budget project deliveries.

Responsibilities

  • Provide exceptional customer service to external clients and internal teams.
  • Manage project deliverables to ensure completion on schedule, within budget, and to client satisfaction.
  • Maintain project financial performance within approved client budgets and assessments.
  • Deliver project timelines on or ahead of schedule according to plan.
  • Manage resource allocation through accurate bookings and effective coordination of work product delivery.
  • Assess, communicate, and manage project scope changes to secure client approval and minimize project impact.
  • Track and achieve productivity, utilization, and margin metrics in accordance with established company guidelines.
  • Maintain accurate project data, including resourcing, task management, bookings, time recording, budgets, timelines, dependencies, and other required details within project management systems.
  • Meet established KPIs in alignment with Project Management requirements.

    • Qualifications

  • 3-5 years’ experience in project or program management
  • Experience with the Software Development Life Cycle (SDLC)
  • Experience with either Waterfall or Agile methodologies
  • Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, Project, SharePoint and Visio
  • Experience with project management software (JIRA, MS Project, etc.)
  • Project Management Certifications are a plus (i.e. PMP, CSM, CAPM, SAFe)
  • Six Sigma or Lean process improvement experience is a plus
  • Experience in financial services, particularly life insurance or annuities, is a plus

    • Benefits

    The base salary range for this role is $75,000 to $90,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

    We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

    For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

    iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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