IRALOGIX · 1 week ago
Project Manager (EPMO) - Hybrid
Pittsburgh, PA
Full-time
Hybrid
Mid Level
3+ years expIRALOGIX, Inc. is a high-growth, institutional technology platform focused on providing solutions to IRA providers and retirement-focused advisors. As a Project Manager (EPMO), you will drive strategic project execution and client onboarding success while ensuring seamless coordination across teams.
AccountingEnterprise SoftwareFinTech
No H1B
U.S. Citizen Only
Responsibilities
Develop a strong understanding of IRALOGIX's products, services, and client needs
Lead project planning, scheduling, and execution, ensuring alignment with business goals and deadlines
Adapt quickly to evolving priorities and provide proactive course corrections to keep initiatives on track
Draft and maintain clear project documentation, including requirements, integration specifications, and setup processes
Monitor project risks and issues, developing mitigation strategies where needed
Collaborate cross-functionally with Sales, Relationship Management, Technology, and Operations to solve problems quickly and effectively
Oversee client operations and administrative support throughout the client lifecycle, escalating complex issues when necessary
Analyze operational data to inform agreements and servicing strategies; negotiate and implement requirements as needed
Serve as a key point of contact for clients, ensuring timely communication, issue resolution, and adherence to regulatory requirements
Champion process improvements that enhance efficiency, client satisfaction, and scalability
Track and report progress against milestones, leveraging both qualitative insights and quantitative metrics
Support leadership with executive-level updates, including clear presentations, data storytelling, and recommendations
Qualification
Required
Bachelor's degree required
3–5 years of relevant experience in project management, client implementation, or related fields
PMP, CAPM, or similar certification is a plus
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Project, Visio)
Familiarity with securities, banking, or retirement account rules
Must be a U.S. Citizen, Permanent Resident, or otherwise eligible to work in the U.S
Preferred
Proven ability to lead projects from initiation through completion in cross-functional environments
Strong organizational and documentation skills with keen attention to detail
Deep understanding of client onboarding and implementation processes, ideally in financial services
Experience working with separate accounts and commingled products, with a client-first mindset
Excellent communication skills, with the ability to convey technical details to non-technical stakeholders
Skilled at building relationships, influencing decision-makers, and navigating both internal and client organizations
Analytical thinker with the ability to interpret data and propose actionable solutions
Experience collaborating with third-party vendors and partners
Track record of driving process improvements and operational efficiency
Self-starter with the ability to manage multiple priorities in fast-paced, deadline-driven environments
Company
IRALOGIX
IRALOGIX is a next-gen record keeping and trading technology platform
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47.42MKey Investors
MorningstarGreat North VenturesIntegrated Retirement Initiatives
2022-07-13Series C· $22M
2021-06-07Series B· $11M
2020-12-10Series B· $7.5M
Leadership Team
Peter de Silva
Chief Executive Officer
Joe Hipsky
Advisor
Recent News
2025-11-03
2025-09-19
Company data provided by crunchbase