Project Manager | Wealth Management Platform Transformation

Direct Applicants Only - NO C2C or 3rd Party Inquires please.Aureon Consulting has an immediate need for an experienced Project Manager to lead and support a large-scale wealth management platform transformation. This role will focus on the migration from Folio Dynamix/Envestnet to Charles River and will partner closely with advisors, operations, compliance, and technology teams to ensure a successful implementation.Key Responsibilities:Lead project planning and execution for a major advisory platform transformation initiative.Coordinate cross-functional stakeholders across advisory, investment operations, compliance, and technology teams.Manage trading workflow, portfolio management, integration, and data conversion workstreams.Drive project governance, risk management, communication, and status reporting.Ensure successful delivery of technology and business process changes impacting wealth management operations.Qualifications:Proven Project Management experience supporting advisory, wealth management, or investment management platforms.Strong understanding of advisor platforms, investment operations, trading workflows, portfolio management, and related technologies.Experience leading technology transformation, platform migration, or implementation projects.Excellent stakeholder management and communication skills.Prior Charles River implementation experience is preferred but not required.Location: Candidates must be willing to work from the Phoenix area office.