Business Technology Project Manager

ASPIRIANT LLC•Los Angeles, CA

1d•Hybrid

About The Position

The Business Technology Project Manager partners with IT and business stakeholders to lead the assessment, implementation, and deployment of technology solutions and initiatives that support Aspiriant’s advisory, client service, and operational teams. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Requirements

Grasp of advisory, client service, or back-office workflows.
Exceptional communication and stakeholder management skills
Hands-on technical leader with ability to manage multiple concurrent projects
Working technical knowledge (e.g. API’s, SaaS platforms, data flows), with ability to collaborate effectively with technical teams.
5+ years of project management experience, preferably in financial services, wealth management, or an RIA environment.
PMP, Agile, or similar certification required
Experience leading application implementations and technology deployments.

Nice To Haves

Experience with Salesforce.com, Tableau, and Black Diamond a plus

Responsibilities

Lead end-to-end delivery of technology supported business projects, including application assessments, vendor evaluations, and implementations.
Develop and manage project plans, timelines, budgets, risks, dependencies, and communications.
Coordinate internal resources and external vendors to ensure successful execution and adoption.
Partner with IT to assess existing applications and identify opportunities for optimization, consolidation, or replacement.
Help deployment of advisory, client service, finance, and operational platforms and workflows.
Ensure solutions align with enterprise architecture, security, and compliance standards.
Drive stakeholder engagement through clear communication, documentation, and status reporting.
Support user readiness, training coordination, and adoption planning.
Translate business requirements into clear project objectives and technical requirements.
Identify and manage organizational change impacts associated with new technology deployments.
Reinforce IT governance processes, including intake, prioritization, and post-implementation reviews.