Project Manager (Transformation)

TEKsystems•Saint Petersburg, FL

1d•$86 - $86•Remote

About The Position

The Technical Project Manager will support Project Transformer in a technical and execution focused capacity, partnering directly with RJF Pricing, Advisory stakeholders, technology partners, operations teams, and the Advisory workstream to help design, coordinate, and implement the auto incept process for Advisory and Management New Accounts. This role will manage project execution across business process design, technical coordination, requirements tracking, testing readiness, implementation planning, issue resolution, and stakeholder alignment. The role requires strong project management discipline, financial services experience, and the ability to work closely with both business and technical teams.

Requirements

6-10 years Project Management experience within financial services, asset management, banking, brokerage, advisory operations (billing, mapping and trading)
Merger & Acquisition experience within financial services
PMP Certification
Smartsheet experience
STRONG communication skills
Experience with UAT testing, documenting technical project changes, general understanding of technical jargon, general understanding of SDLC
Waterfall

Nice To Haves

Bonus if they have experience with Synovus or Pinnacle mobile or desktop bank applications
Ability to build technical requirements and support the culmination of technical workstreams

Responsibilities

Partner with RJF Pricing, Advisory stakeholders, technology teams, and operations partners to support the design and implementation of the auto incept process for Advisory and Management New Accounts.
Manage detailed project execution plans, including scope, requirements, deliverables, milestones, dependencies, testing activities, implementation tasks, and readiness criteria.
Coordinate business and technical requirements gathering, documentation, review, and approval across impacted teams.
Identify, define, and document business processes, technical dependencies, operational impacts, and project deliverables.
Track and manage risks, issues, decisions, dependencies, action items, defects, and open questions related to the Advisory auto incept workstream.
Facilitate working sessions with business and technical stakeholders to drive requirements clarity, design decisions, testing alignment, and implementation readiness.
Coordinate testing planning, testing execution status, defect management, quality assurance activities, and acceptance criteria prior to implementation.
Partner with workstream leads to ensure deliverables are aligned with Project Transformer objectives, technology standards, business priorities, and operational needs.
Support change control, scope management, implementation planning, deployment coordination, and implementation stabilization activities.
Maintain accurate project documentation, including requirements, process flows, meeting notes, status reports, issue logs, risk logs, decision logs, and implementation plans.
Use Smartsheet, Azure DevOps, Microsoft Project, or similar tools to manage project plans, sprint activities, dashboards, queries, risks, issues, and reporting.
Coordinate with cross functional teams and help guide teams through Agile delivery routines, sprint planning, backlog tracking, status reporting, and execution ceremonies where applicable.