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AI Summary

The Project Manager will lead the design and implementation of the auto incept process for Advisory and Management New Accounts. This includes managing project execution, tracking technical requirements, and coordinating between business stakeholders and technology teams.

Project Manager

100% Remote in EST/CST (if willing to work EST hours)

Description:

The Technical Project Manager will support Project Transformer in a technical and execution focused capacity, partnering directly with RJF Pricing, Advisory stakeholders, technology partners, operations teams, and the Advisory workstream to help design, coordinate, and implement the auto incept process for Advisory and Management New Accounts. This role will manage project execution across business process design, technical coordination, requirements tracking, testing readiness, implementation planning, issue resolution, and stakeholder alignment. The role requires strong project management discipline, financial services experience, and the ability to work closely with both business and technical teams.

Essential Duties & Responsibilities:

Partner with RJF Pricing, Advisory stakeholders, technology teams, and operations partners to support the design and implementation of the auto incept process for Advisory and Management New Accounts.

· Manage detailed project execution plans, including scope, requirements, deliverables, milestones, dependencies, testing activities, implementation tasks, and readiness criteria.

· Coordinate business and technical requirements gathering, documentation, review, and approval across impacted teams.

· Identify, define, and document business processes, technical dependencies, operational impacts, and project deliverables.

· Track and manage risks, issues, decisions, dependencies, action items, defects, and open questions related to the Advisory auto incept workstream.

· Facilitate working sessions with business and technical stakeholders to drive requirements clarity, design decisions, testing alignment, and implementation readiness.

· Coordinate testing planning, testing execution status, defect management, quality assurance activities, and acceptance criteria prior to implementation.

· Partner with workstream leads to ensure deliverables are aligned with Project Transformer objectives, technology standards, business priorities, and operational needs.

· Support change control, scope management, implementation planning, deployment coordination, and implementation stabilization activities.

· Maintain accurate project documentation, including requirements, process flows, meeting notes, status reports, issue logs, risk logs, decision logs, and implementation plans.

· Use Smartsheet, Azure DevOps, Microsoft Project, or similar tools to manage project plans, sprint activities, dashboards, queries, risks, issues, and reporting.

· Coordinate with cross functional teams and help guide teams through Agile delivery routines, sprint planning, backlog tracking, status reporting, and execution ceremonies where applicable

 

Must Have Skills:

  1. 6-10 years Project Management experience within financial services, asset management, banking, brokerage, advisory operations (billing, mapping and trading) **Bonus if they have experience with Synovus or Pinnacle mobile or desktop bank applications** Ability to build technical requirements and support the culmination of technical workstreams
  2. Merger & Acquisition experience within financial services
  3. PMP Certification
  4. Smartsheet experience
  5. STRONG communication skills
  6. Experience with UAT testing, documenting technical project changes, general understanding of technical jargon, general understanding of SDLC
  7. Waterfall    

Job Type & Location

This is a Contract position based out of St. Petersburg, FL.

Pay and Benefits

The pay range for this position is $86.21 - $86.21/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Jul 17, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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