Strategic Project Manager

Trajan Wealth•Scottsdale, AZ

About The Position

Trajan Wealth is seeking an accomplished, results-driven Strategic Project Manager to lead high-impact initiatives across its growing organization. The role partners with executive leadership and cross-functional teams to advance strategic priorities from concept through completion, with an emphasis on precision, accountability, and continuous improvement. This newly created position offers the opportunity to build and shape project management capabilities across the organization rather than joining an established project management office. The successful candidate will manage complex enterprise-scale projects in a dynamic, fast-paced professional environment, navigate organizational complexity, influence without direct authority, and translate strategic vision into measurable outcomes. Experience with Lean, Six Sigma, or comparable continuous improvement methods is highly desirable.

Requirements

  • Bachelor's degree in Business Administration, Management, Finance, Operations, Information Systems, or a related discipline.
  • At least 5 years of progressive project management experience leading complex, cross-functional initiatives with demonstrated organizational impact.
  • Ability to manage multiple high-priority projects simultaneously in a fast-paced, evolving environment.
  • Strong organizational, analytical, and critical problem-solving skills, with attention to detail.
  • Excellent communication, facilitation, and stakeholder management capabilities across organizational levels.
  • Ability to influence decisions and drive outcomes without direct authority.
  • Proficiency in developing executive-level presentations, status reports, and performance dashboards.
  • Proficiency with project management tools, platforms, and methodologies.

Nice To Haves

  • PMP (Project Management Professional) certification.
  • Lean Six Sigma Green Belt, Black Belt, or Master Black Belt certification.
  • Experience implementing process improvement initiatives in professional services, financial services, or other non-production environments.
  • Experience applying Lean, Six Sigma, or comparable continuous improvement methodologies in professional services, financial services, healthcare, or technology environments.

Responsibilities

  • Lead enterprise-wide projects from inception through implementation, maintaining alignment with organizational strategy and objectives.
  • Partner with executive leadership to define project scope, milestones, deliverables, and success metrics.
  • Coordinate cross-functional teams and stakeholders, fostering accountability, collaboration, and commitment to project goals.
  • Identify and prioritize process improvement opportunities and implement solutions that improve efficiency, scalability, and performance.
  • Develop and maintain project plans, timelines, risk assessments, communication frameworks, and executive reporting mechanisms.
  • Facilitate meetings, workshops, and stakeholder sessions to build alignment and accelerate decision-making.
  • Oversee project budgets, resource allocation, and timelines, adjusting plans as needed for successful execution.
  • Anticipate and manage risks, obstacles, and dependencies, and implement mitigation strategies.
  • Measure and communicate project results using data analysis, key performance indicators, and executive-level reporting.
  • Champion change management efforts related to system implementations, process improvements, and strategic transformation.
  • Establish, promote, and refine project management best practices and governance standards.

Benefits

  • Base salary of $165,000–$185,000 plus bonus, depending on experience.
  • 401(k) with matching contribution up to 13%.
  • United Healthcare PPO medical coverage for employees, paid by the company.
  • Delta Dental PPO and United Healthcare Vision.
  • Short-term disability, long-term disability, life insurance, and additional voluntary options.
  • Generous holidays and PTO.
  • Future career growth opportunity.
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