About AssetaAsseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B 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 OpportunityAsseta 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 WillOwn 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 standardsQualifications4+ 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, 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 plusCompensation and BenefitsAsseta 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
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About AssetaAsseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B 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 OpportunityAsseta 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 WillOwn 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 standardsQualifications4+ 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, 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 plusCompensation and BenefitsAsseta 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
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