Director of Project Management

Bridges Trust • Omaha, NE

1d

About The Position

The Director of Project Management is responsible for planning, executing, and delivering firm-wide initiatives that support the business. This role partners with investments, operations, technology, compliance, and client teams to drive projects that improve client experience, operational efficiencies, regulatory compliance, and business growth.

Requirements

• Bachelor’s degree or equivalent experience
• 5+ years of project management experience in financial services, wealth management, or related fields
• Strong understanding of wealth management business processes and operating models
• Proven ability to manage multiple projects and stakeholders simultaneously
• Excellent communication, organization, and problem-solving skills
• Expert knowledge of project management methodologies, tools, and best practices.
• Strong strategic, analytical, and problem-solving abilities.
• Exceptional interpersonal, communication, and presentation skills, with a proven ability to influence at all levels of the organization.
• Proficiency with project management tools and software.

Responsibilities

• Lead end-to-end project management for strategic, operational, technology, and regulatory initiatives.
• Develop project plans, timelines, budgets, and resource requirements.
• Establish project governance, reporting, and risk management frameworks.
• Track project progress, dependencies, and deliverables; escalate issues as needed.
• Partner with relationship management teams, investment management, operations, compliance, technology, and vendors.
• Translate firm needs into clear project requirements and execution plans.
• Facilitate project meetings, steering committees, and executive updates.
• Manage vendor relationships and third-party implementations when applicable.
• Support projects related to portfolio management platforms, client reporting, CRM, and digital client experience.
• Lead initiatives tied to regulatory and compliance requirements (SEC, FINRA, fiduciary standards).
• Drive operational improvements across client onboarding, account servicing, trading, billing, and reporting.
• Support growth initiatives that include new service offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 11-50 employees