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Business Technology Project Manager

  • Job type Posted on: Jul 14, 2026
  • Experience level Aspiriant
  • Employment type Mountain View, California
  • Employment type Onsite
  • Salary Full-time

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Job Title :

Business Technology Project Manager

Job Type :

Full-time

Job Location :

Mountain View California United States

Remote :

No

Jobcon Logo Job Description :

The Business Technology Project Manager partners with IT and business stakeholders to lead the assessment, implementation, and deployment of technology solutions and initiatives that support Aspiriant’s advisory, client service, and operational teams. Benefits Collaborative work environment where together we achieve more Environment supportive to learning and growing your career Continuing education assistance program 401(k) with company match Bonus program Company contribution up to 95% for health insurance Hybrid work arrangement Responsibilities Lead end-to-end delivery of technology supported business projects, including application assessments, vendor evaluations, and implementations. Develop and manage project plans, timelines, budgets, risks, dependencies, and communications. Coordinate internal resources and external vendors to ensure successful execution and adoption. Partner with IT to assess existing applications and identify opportunities for optimization, consolidation, or replacement. Help deployment of advisory, client service, finance, and operational platforms and workflows. Ensure solutions align with enterprise architecture, security, and compliance standards. Drive stakeholder engagement through clear communication, documentation, and status reporting. Support user readiness, training coordination, and adoption planning. Translate business requirements into clear project objectives and technical requirements. Identify and manage organizational change impacts associated with new technology deployments. Reinforce IT governance processes, including intake, prioritization, and post-implementation reviews. Ideal Candidate An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. Knowledge Grasp of advisory, client service, or back-office workflows. Skills Exceptional communication and stakeholder management skills Hands-on technical leader with ability to manage multiple concurrent projects Abilities Working technical knowledge (e.g. API’s, SaaS platforms, data flows), with ability to collaborate effectively with technical teams. Experience and Education 5+ years of project management experience, preferably in financial services, wealth management, or an RIA environment. PMP, Agile, or similar certification required Experience leading application implementations and technology deployments. Experience with , Tableau, and Black Diamond a plus Physical Demands and Work Environment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Diversity, Inclusion, and Belonging Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future... a firm where people can be themselves, learning is limitless, and everyone can thrive. Equal Opportunity Employer As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Compliance Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies. #J-18808-Ljbffr

Jobcon Logo Position Details

Posted:

Jul 14, 2026

Reference Number:

14660_3F60E654C1C30E8721918D48CE2E9331

Employment:

Full-time

Salary:

Not Available

City:

Mountain View

Job Origin:

APPCAST_CPC

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The Business Technology Project Manager partners with IT and business stakeholders to lead the assessment, implementation, and deployment of technology solutions and initiatives that support Aspiriant’s advisory, client service, and operational teams. Benefits Collaborative work environment where together we achieve more Environment supportive to learning and growing your career Continuing education assistance program 401(k) with company match Bonus program Company contribution up to 95% for health insurance Hybrid work arrangement Responsibilities Lead end-to-end delivery of technology supported business projects, including application assessments, vendor evaluations, and implementations. Develop and manage project plans, timelines, budgets, risks, dependencies, and communications. Coordinate internal resources and external vendors to ensure successful execution and adoption. Partner with IT to assess existing applications and identify opportunities for optimization, consolidation, or replacement. Help deployment of advisory, client service, finance, and operational platforms and workflows. Ensure solutions align with enterprise architecture, security, and compliance standards. Drive stakeholder engagement through clear communication, documentation, and status reporting. Support user readiness, training coordination, and adoption planning. Translate business requirements into clear project objectives and technical requirements. Identify and manage organizational change impacts associated with new technology deployments. Reinforce IT governance processes, including intake, prioritization, and post-implementation reviews. Ideal Candidate An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. Knowledge Grasp of advisory, client service, or back-office workflows. Skills Exceptional communication and stakeholder management skills Hands-on technical leader with ability to manage multiple concurrent projects Abilities Working technical knowledge (e.g. API’s, SaaS platforms, data flows), with ability to collaborate effectively with technical teams. Experience and Education 5+ years of project management experience, preferably in financial services, wealth management, or an RIA environment. PMP, Agile, or similar certification required Experience leading application implementations and technology deployments. Experience with , Tableau, and Black Diamond a plus Physical Demands and Work Environment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Diversity, Inclusion, and Belonging Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future... a firm where people can be themselves, learning is limitless, and everyone can thrive. Equal Opportunity Employer As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Compliance Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies. #J-18808-Ljbffr

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