Project Manager
Asseta · New York, New York, United States
FULL TIME
Job Description
About Asseta
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on platform. Our flagship product, the Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.
Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.
The Opportunity
Asseta is seeking Project Managers to report to our Head of Implementation. You'll lead the delivery of Asseta implementations for family office clients, owning the plan, timeline, and stakeholder communication across multiple concurrent engagements and keeping every project on track from kickoff through go-live and stabilization. Coordinating implementation consultants, engineering, and client teams, you'll ensure each project lands on time, on scope, and at a high bar of quality.
As a Project Manager, You Will
Own end-to-end delivery of multiple concurrent Asseta implementations, from kickoff through go-live and stabilizationDevelop and maintain project plans, timelines, deliverables, and risk mitigation strategiesServe as the primary point of contact for clients on project status, milestones, and expectationsCoordinate implementation consultants, engineering, and client stakeholders to keep work on trackDrive project milestones from CRP to UAT to Go-Live, ensuring timely, high-quality deliveryIdentify risks and blockers early and proactively resolve them to protect timelines and outcomesFacilitate workshops, status meetings, and executive updates, communicating clearly at every levelContribute to improving delivery playbooks, onboarding processes, and project management standards
Qualifications
4+ years of project management experience, ideally delivering software implementations or professional servicesProven ability to manage multiple concurrent client projects with competing priorities and deadlinesStrong understanding of implementation lifecycles and delivery methodologiesExceptional organizational, communication, xzbcwsv and stakeholder-management skillsComfort working directly with senior client stakeholders, including controllers, CFOs, and family office operatorsPMP, CSM, or similar certification is a plusExperience with financial software, accounting systems, or family office / wealth management is a meaningful plus
Compensation and Benefits
Asseta offers competitive compensation along with a benefits package that includes:Base salary of $130,000–$170,000Equity plan eligibilityComprehensive health, dental, and vision coverageUnlimited paid time offConference sponsorships and training opportunitiesFrequent company off-sites and team-building eventsOn-site at our New York City headquarters
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on platform. Our flagship product, the Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.
Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.
The Opportunity
Asseta is seeking Project Managers to report to our Head of Implementation. You'll lead the delivery of Asseta implementations for family office clients, owning the plan, timeline, and stakeholder communication across multiple concurrent engagements and keeping every project on track from kickoff through go-live and stabilization. Coordinating implementation consultants, engineering, and client teams, you'll ensure each project lands on time, on scope, and at a high bar of quality.
As a Project Manager, You Will
Own end-to-end delivery of multiple concurrent Asseta implementations, from kickoff through go-live and stabilizationDevelop and maintain project plans, timelines, deliverables, and risk mitigation strategiesServe as the primary point of contact for clients on project status, milestones, and expectationsCoordinate implementation consultants, engineering, and client stakeholders to keep work on trackDrive project milestones from CRP to UAT to Go-Live, ensuring timely, high-quality deliveryIdentify risks and blockers early and proactively resolve them to protect timelines and outcomesFacilitate workshops, status meetings, and executive updates, communicating clearly at every levelContribute to improving delivery playbooks, onboarding processes, and project management standards
Qualifications
4+ years of project management experience, ideally delivering software implementations or professional servicesProven ability to manage multiple concurrent client projects with competing priorities and deadlinesStrong understanding of implementation lifecycles and delivery methodologiesExceptional organizational, communication, xzbcwsv and stakeholder-management skillsComfort working directly with senior client stakeholders, including controllers, CFOs, and family office operatorsPMP, CSM, or similar certification is a plusExperience with financial software, accounting systems, or family office / wealth management is a meaningful plus
Compensation and Benefits
Asseta offers competitive compensation along with a benefits package that includes:Base salary of $130,000–$170,000Equity plan eligibilityComprehensive health, dental, and vision coverageUnlimited paid time offConference sponsorships and training opportunitiesFrequent company off-sites and team-building eventsOn-site at our New York City headquarters
Details
| Company | Asseta |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | tech |