Strategic Project Manager

Trajan Wealth LLC • Scottsdale, AZ

2d • $165,000 - $185,000

About The Position

Trajan Wealth is hiring a Strategic Project Manager to lead high-impact initiatives across its growing wealth management, tax, and estate planning organization. This newly created position will partner with executive leadership and cross-functional teams to advance strategic priorities from concept through completion, with a focus on accountability, precision, and continuous improvement. The role offers an opportunity to build and shape project management capabilities across the organization rather than join an established project management office. The ideal candidate has experience managing complex, enterprise-scale projects in a dynamic professional environment and can 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.
• Exceptional organizational, analytical, and critical problem-solving skills, with strong attention to detail.
• Strong communication, facilitation, and stakeholder management capabilities across all organizational levels.
• Demonstrated ability to influence decisions and drive outcomes without direct authority.
• Proficiency in creating executive-level presentations, status reports, and performance dashboards.
• Solid 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 within professional services, financial services, or other non-production environments.
• Experience applying Lean, Six Sigma, or comparable continuous improvement methodologies within professional services, financial services, healthcare, or technology environments.

Responsibilities

• Lead enterprise-wide projects from inception through implementation, aligned 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 and collaboration.
• Identify, assess, and prioritize process improvement opportunities, then design and implement solutions to 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 support informed decision-making.
• Oversee project budgets, resource allocation, and timelines, adjusting plans as needed for successful execution.
• Anticipate and manage project risks, obstacles, and dependencies, and execute 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 initiatives.
• Establish, promote, and refine project management best practices and governance standards.

Benefits

• $165,000–$185,000 base salary 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior