Project Manager

Kestra • Austin, TX

12d

About The Position

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact. The Project Manager is responsible for the successful management and delivery of operations, business, and/or technology projects that support the organization’s strategic initiatives and long-term vision. This role ensures projects are completed on time, within scope, and within budget. The Project Manager partners with business sponsors, technical teams, vendors, and cross-functional stakeholders to drive clarity, resolve issues, and deliver high-quality outcomes. The Project Manager will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long-term success.

Requirements

• 4-year degree in business, technology, operations, or related field.
• 5-10 years of experience in project management.
• Experience in Wealth Management and/or RIA/ RIA aggregation required.
• Familiarity with Confluence, Smartsheet, Salesforce, MS Project, Lucid Charts required.
• MS Office Suite required.
• Experience managing complex projects in fast paced environments.
• Strong understanding of scope, schedule, budget, and risk management frameworks.
• Familiarity with PMO methodologies and tools
• Ability to analyze and translate business requirements and familiarity with technology requirements.
• Understanding of enterprise strategy and how projects support organizational goals.
• Excellent written and verbal communication skills, including preparing and delivering presentations.
• Ability to lead cross functional teams, manage conflict, and drive consensus.
• Ability to evaluate project performance, identify issues, and recommend solutions.
• Ability to work independently and manage multiple concurrent initiatives.
• Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies
• Ability to identify and resolve sensitive issues that arise during a change management process.
• Excellent communication and relationship-building skills, with the ability to influence and inspire across all levels of an organization.
• Ability to think strategically, with a proven ability to collaborate cross-functionally to influence outcomes.
• Detail-oriented, consistent follow-up to drive accountability.
• Travel up to 30%.

Nice To Haves

• PMP, Agile certifications are preferred.
• Knowledge of common RIA applications including Orion, Addepar, Investigo, Envestnet, Black Diamond desirable.

Responsibilities

• Define project scope and objectives with stakeholders; ensure business and technical feasibility.
• Develop detailed project plans, schedules, milestones, and resource allocations using organization approved tools.
• Drive strategic and operational planning activities across product lines, programs, and portfolios.
• Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution.
• Lead and facilitate project team meetings, document decisions, risks, and next steps.
• Coordinate project teams in matrixed environments and across varying project sizes.
• Manage constraints with strong focus on scope, time, budget, risk, and change control.
• Track and analyze project performance to ensure achievement of short- and long-term goals.
• Conduct financial analysis and recommend adjustments aligned to project and organizational objectives.
• Identify, assess, and mitigate potential risks and issues that may arise during the integration process.
• Create and maintain comprehensive project documentation across the full lifecycle.
• Provide regular project communications—including updates, dashboards, and presentations—to stakeholders at all levels.
• Prepare materials for leadership meetings and assist in synthesizing decisions and action plans.
• Partner with business sponsors, technology teams, external vendors, and cross-functional teams to ensure alignment and progress.
• Facilitate business requirements gathering, refinement, and validation.
• Facilitate communication and collaboration between different teams and departments to ensure a cohesive process.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees