Technical Project Manager

WealthPlus • New York, NY

8d • $150,000 - $175,000 • Onsite

About The Position

WealthPlus is a workplace benefits and financial wellness platform that brings benefit programs together in a unified experience. The Technical Project Manager owns the platform’s delivery lifecycle and serves as the operational bridge between Product, Engineering, QA, Operations, Compliance, and Client Success. The role turns product requirements and business needs into sequenced, resourced, accountable delivery plans and drives execution through sprints, release readiness, user acceptance testing, and deployment.

The successful candidate is highly organized and technically fluent, comfortable working with integrations, data flows, and system dependencies, and able to keep multiple concurrent workstreams on schedule. Experience in retirement, recordkeeping, wealth technology, or workplace benefits is strongly preferred. The position reports to the Head of Technology and is based in New York City.

Requirements

• Bachelor’s degree in business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or a related field, or equivalent practical experience.
• 4–7 years of experience in technical project management, program management, delivery management, or business analysis within fintech, financial services, wealth management, workplace benefits, recordkeeping, or enterprise SaaS.
• Demonstrated ownership of software delivery through releases, user acceptance testing, requirements documentation, process improvement, implementation, or operational workflows.
• Experience running agile or hybrid delivery processes, including dependency management, risk management, and change control.
• Strong written communication skills and ability to document requirements, workflows, notes, and decisions clearly.
• Detail-oriented and organized, with the ability to manage multiple workstreams, timelines, and stakeholder inputs.
• Analytical mindset and ability to understand business rules, workflows, data relationships, user needs, and platform configuration.
• Technical fluency sufficient to work with data models, integrations, APIs, and system interfaces, and to interrogate designs and estimates.
• Ability to collaborate effectively with Product, Technology, QA, Operations, Compliance, Client Success, Implementation, Sales, and other cross-functional teams.
• Comfort using product, documentation, spreadsheet, reporting, and collaboration tools such as Jira, Confluence, Excel, Lucidchart, Figma, Salesforce, Zendesk, or similar platforms.

Nice To Haves

• Exposure to 401(k), 403(b), IRA, HSA, workplace benefits, retirement plan administration, payroll, wealth management, financial operations, healthcare benefits, or recordkeeping.
• Familiarity with administration workflows including implementation, account setup, payroll, eligibility, reporting, notices, transfers, claims, reimbursements, and compliance.
• Prior experience in fintech, SaaS, benefits administration, TPA, recordkeeping, wealth management, healthcare benefits, or financial services in a multi-stakeholder service or platform model.
• Comfort working with data files, field mappings, APIs, configuration rules, product documentation, or system testing.
• Project management or agile certification such as PMP, CSM, PMI-ACP, or equivalent.

Responsibilities

• Own end-to-end project delivery across the WealthPlus platform, including epics, features, release scope, dependencies, and product documentation.
• Coordinate requirements gathering for plan and account setup, participant and member elections, transactions, reporting, integrations, and digital user experiences.
• Translate business needs into delivery plans, interface definitions, data mappings, business rules, configuration options, edge cases, and open questions.
• Maintain delivery plans, backlogs, and documentation in Jira, Confluence, or similar platforms.
• Facilitate sprint planning, backlog grooming, specification reviews, QA reviews, UAT sessions, release planning, and product demos.
• Track feedback, dependencies, decisions, defects, and follow-ups across Product, Technology, Operations, Compliance, Client Success, Implementation, and Sales, escalating blockers with a recommended path forward.

Benefits

• Competitive base salary of $150,000–$175,000 for NYC in-person employees, commensurate with experience and geographic market.
• Annual discretionary bonus and equity opportunities.
• Comprehensive benefits package including medical, dental, vision, and paid time off.

What This Job Offers

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