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Infrastructure Project Lead
Successfully
Req. VR-122159
At Client, the Wealth Management Planning and Discovery development team is responsible for integrating with and extending a vendor-based financial planning tool. The system will be used by 19,000+ Financial Advisors to help clients in their financial planning needs. The system will also be integrated with various cloud and in-house applications to achieve the best user experience for the end users.
Maintain a working knowledge of division results & key divisional business drivers, as well as an understanding of key strategies & priorities of their division, to be able to apply business knowledge to analytic approach to address business questions.
Build and maintain a working knowledge of data sets available to the analyst
Extract, cleanse and transform data to support the needs of the analysis
Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.
Must have
Mid-level Project Leader / Coordinator (min 5yrs. experience) in Technology Infrastructure areas
Strong organization and plannings skills
Strong & clear communication skills (verbal, written)
Ability to work w/ Network Eng. & leadership to develop requirements, schedules, test plans, etc.
Ability to develop & execute schedules in collaboration w/ Network & Change Coordination teams
Ability to develop & execute test plans (Includes soliciting test resources, setting expectations w/ test resources, tracking progress, hosting Zoom bridges, etc.)
Must be available CST days & some evenings to develop & execute above responsibilities
Workdays/hours variable depending on project schedules
Will include evenings, sometimes multiple evenings per week
Will include off-days during week to account for evening hours worked
Nice to have
Languages
English: C2 Proficient
Seniority
Regular
Remote United States, United States of America
Req. VR-122159
Technical Project Management
BCM Industry
03/04/2026
Req. VR-122159
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