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Job Description
Job Details:
Title:
Project Manager 5
Location:
Springfield, MA (Hybrid)
Duration:
12+ Months Contract Project Manager - Financial Planning Digital Transformation We are seeking an experienced Project Manager to lead a large-scale digital transformation initiative focused on modernizing financial planning processes and replacing legacy, paper-based workflows with a next-generation advisor platform. This role will manage cross-functional teams of 20-30 resources across Business, Technology, Testing, UX, and offshore delivery teams in India. The ideal candidate will have a proven track record of leading complex transformation programs, drive project recovery efforts, and managing senior stakeholders in fast-paced environments. Experience in Wealth Management, Financial Planning, Salesforce implementations, and data migration/conversion projects is highly preferred. Knowledge of FINRA regulations and Series 7/63 certifications are a plus.
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.