Project Manager (EPMO) - Hybrid jobs in United States
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IRALOGIX · 16 hours ago

Project Manager (EPMO) - Hybrid

IRALOGIX is a high-growth institutional technology platform focused on providing solutions to IRA providers and retirement services. The Project Manager (EPMO) will drive strategic project execution and client onboarding, ensuring projects are completed on time and meet business goals.

AccountingEnterprise SoftwareFinTech
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Growth Opportunities
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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

Client OnboardingProject ManagementCross-functional CollaborationPMP CertificationMicrosoft Office SuiteAnalytical ThinkingProcess ImprovementCommunication SkillsRelationship Building

Required

Bachelor's degree required
3–5 years of relevant experience in project management, client implementation, or related fields
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

PMP, CAPM, or similar certification is a plus

Company

IRALOGIX

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IRALOGIX is a next-gen record keeping and trading technology platform

Funding

Current Stage
Growth Stage
Total Funding
$47.42M
Key Investors
MorningstarGreat North VenturesIntegrated Retirement Initiatives
2022-07-13Series C· $22M
2021-06-07Series B· $11M
2020-12-10Series B· $7.5M

Leadership Team

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Peter de Silva
Chief Executive Officer
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Joe Hipsky
Advisor
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Company data provided by crunchbase