Technology Project Lead in Palm Beach, Florida at Oxford Financial Group, Ltd.

POSITION SUMMARY

The Technology Project Lead is responsible for planning, executing and overseeing projects focused on vendor onboarding, date-related initiatives and data management, ensuring timely delivery within scope and budget while collaborating with internal and external stakeholders.

This is a hands-on Technology Project Lead who thrives in lean, in-office environments and excels at turning ambiguous workflow and integration initiatives into executed projects without a formal PMO. Typically will manage 3 - 5 concurrent projects. Typical work will include workflow improvement, system integrations, vendor onboarding and process documentation.

DUTIES & RESPONSIBILITIES

• Plan, execute and oversee projects from concept through delivery, ensuring alignment with business goals.
• Define project scope, objectives, timelines and deliverables in collaboration with stakeholders
• Create detailed project plans, schedules and resource allocation strategies
• Manage day-to-day coordination between internal teams and external associates, ensuring clear communication and alignment
• Monitor project progress, identify risk and implement mitigation strategies to resolve issues quickly
• Facilitate regular project meetings, provide status updates and maintain thorough documentation
• Serve as the primary point of contact for external partners, managing expectations and fostering strong working relationships
• Track project metrics and report on performance, milestones and outcomes to leadership and stakeholders
• Promote best practices in project management and continuously seek process

QUALIFICATIONS:

• Bachelor's degree in Business Administration, Finance, or a related field; PMP certification preferred.
• Proven experience in project management in the wealth management or financial services industry, with a focus on data-related projects.
• Proficiency in project management tools such as Microsoft Project, Smartsheets, Jira or Asana and advanced knowledge of Microsoft Excel for data analysis and reporting
• Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization.
• Strong analytical and problem-solving skills, with a strategic mindset and the ability to prioritize competing demands in a fast-paced environment
• Knowledge of financial industry regulations and requirements (e.g., SEC, FINRA) is preferred
• Must have a professional demeanor with the utmost respect for confidential matters.
• Must be able to work independently and in a team environment.
• Must have excellent written and verbal communication skills with strong interpersonal skills.
• Must be detail oriented with excellent organizational skills.
• Must have ability to multi-task.

WORKING CONDITIONS:

• Limited travel as business needs necessitate
• Long periods of sitting, utilizing a computer
• Onsite 100%