Project Coordinator- Finance

Hybrid in Charlotte, NC, US • Posted 60+ days ago • Updated 5 days ago

Contract W2

Contract Independent

No Travel Required

Hybrid

$45 - $50/hr

Fitment

Dice Job Match Score™

🛠️ Calibrating flux capacitors...

Job Details

Skills

Series 6
Series 7
client coordinator
project coordinator
implementation manager
transition manager
financial services
business project manager
client facing
communication skills
retirement
pension
planning skills

Summary

Our client, a Fortune 1000 financial services company is looking for Project Coordinators. Project Coordinators are responsible for the comprehensive coordination of all platform transition (implementation) services for retirement plan clients. This is a 2 year contract role. This is a hybrid role so candidates should live in the areas of Charlotte, North Carolina or Frisco, Texas. You can come onboard as our W2 or Independent Contractor.

This role involves working with IT, Sales and Marketing groups. The successful candidate will be the primary interface with clients when their plan services are undergoing changes. The Project Coordinator is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans. Key Responsibilities and Duties:

Lead multiple smaller implementation projects or select large implementation projects for institutional retirement plan clients with high quality outcomes
Handle client relationships, create project plans and ensure on-time delivery, provide status updates and partner with cross-functional teams to deliver institutional offers
Engage with and partner with appropriate resources in a highly-matrixed environment including client, plan management services, IT, Sales and Marketing.
Effectively identify, escalate, and resolve risks or issues for moderately complex implementations
Address client and/or business partners transition challenges, questions and concerns

Work Experience:

3 Years Required; 5+ Years Preferred
Solid experience as a Project Coordinator/Lead
Financial services experience is a big plus

Other requirements:

Leadership skills
Excellent verbal and written skills
Excellent organizational skills
Agile experience is nice to have

Educational Requirements: University (Degree) Preferred
FINRA Registrations: Series 6 or 7

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: synny
Position Id: 1297
Posted 30+ days ago

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Project Coordinator- Finance

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