CareerPlan

Associate, Technical Project Manager - SMA Solutions

SF4-San Francisco - 400 Howard Street, USFull-time$125k2026-10-06 → 2026-11-10
Hybrid · United States

Core

Support the delivery of cross-functional, product, and platform initiatives critical to the growth and operational excellence of core products and services in the investment management domain.

Role type

Associate Technical Project Manager

Builds

Software development lifecycle initiatives for direct indexing, fixed income, active equity, and multi-asset portfolios

Domain

Financial Services / Investment Management / Software Engineering

Required skills

Software development lifecycle knowledge, Agile methodologies, Cross-functional coordination, Dependency management, Risk identification, Stakeholder communication, Tooling proficiency (Azure DevOps, Jira, Confluence, Airtable), Process improvement

Preferred skills

Cloud platforms (AWS, Azure, GCP), Modern software development practices, Investment management industry experience

Technologies

Azure DevOps, Jira, Confluence, Airtable, AI-enabled tools

Responsibilities

Drive cross-functional technical and product initiatives through planning, execution, and post-launch follow-up; Provide hands-on project support including planning, dependency tracking, progress monitoring, and incident management; Facilitate agile ceremonies such as sprint planning, stand-ups, and retrospectives; Manage timelines, dependencies, and competing priorities across multiple teams; Instrument and monitor program health using metrics; Contribute to improving processes, documentation, and workflows

Seniority

Associate, hands-on IC