Overview
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.
Responsibilities- 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 partner transition challenges, questions and concerns
- 3 Years Required; 5+ Years Preferred
- Solid experience as a Project Coordinator/Lead
- Financial services experience is a big plus
- Leadership skills
- Excellent verbal and written skills
- Excellent organizational skills
- Agile experience is nice to have
University (Degree) Preferred
CertificationsFINRA Registrations: Series 6 or 7
BenefitsFlexible work from home options available.
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