Job Description
Position: Technical Project Manager
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Location: New York, NY
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Type: Full-Time
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Reports To: VP of Engineering & SVP of Wealth Management
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Industry Focus: Wealth Management
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About Incedo
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Incedo Inc. is a high-growth Digital, Data and AI Transformation Specialist firm headquartered in New Jersey. We are a long-term strategy execution partner for Fortune 500 enterprises, operating at the intersection of business and technology. We serve clients across 5 key industries – Banking & Payments, Wealth Management, Telecom, Hi-Tech and Life Sciences.
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Incedo delivers ROI from AI @ Scale by leveraging the ‘Power of 3’:
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- Deep domain expertise: Deep understanding of industries with an ability to identify and solve specific business problems.
- AI & Data: Integration of Data and AI capabilities with business priorities to deliver impact and ROI.
- Engineering & Operations: Excellence for building digital platforms, driving modernization, integration and tech operations.
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With a team of 4,500+ professionals, we have offices across the U.S., Mexico, Canada, and India.
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Website: http://www.incedoinc.com/
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Position Overview
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The Technical Project Manager will lead complex technology initiatives, coordinating cross-functional teams to deliver software and application development projects within a financial services environment. This role requires a combination of technical expertise, project leadership, and financial industry knowledge.
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The ideal candidate will bring 8–10+ years of relevant professional experience, including prior hands-on software or application development experience, and a proven ability to translate business objectives into technical deliverables. Candidates must have experience in wealth management, investments, banking, financial services, or fintech.
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Key Responsibilities
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- Lead end-to-end planning, execution, and delivery of complex technology projects, ensuring alignment with business objectives, scope, timelines, and budget.
- Partner with business stakeholders, technology leaders, architects, developers, QA teams, and other cross-functional groups to drive project outcomes.
- Leverage prior software development experience to understand technical architectures, application dependencies, integration points, and implementation considerations.
- Translate business requirements into actionable technical plans, milestones, deliverables, and project roadmaps.
- Manage project schedules, resource allocation, dependencies, risks, issues, and change requests, proactively identifying and resolving delivery blockers.
- Facilitate project meetings, technical discussions, status reviews, and stakeholder communications to maintain transparency and accountability.
- Monitor project progress and delivery performance, communicating risks, mitigation plans, and key decisions to leadership.
- Coordinate application development, system integration, testing, deployment, and release activities as applicable.
- Ensure project deliverables align with applicable technology standards, security requirements, risk controls, and financial services compliance expectations.
- Drive collaboration across business and technology teams to support successful delivery in a complex, highly regulated environment.
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Required Qualifications
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- 8–10+ years of professional experience in technology project management, technical program delivery, software development, or related technology roles.
- Prior hands-on software or application development experience earlier in your career; candidates must possess a strong technical foundation beyond project coordination alone.
- Demonstrated experience managing end-to-end technology projects involving software applications, platforms, integrations, or enterprise systems.
- Ability to engage effectively with engineering teams and understand technical requirements, application architecture, system dependencies, and development lifecycles.
- Strong stakeholder management, communication, organizational, and problem-solving skills.
- Experience managing project plans, milestones, risks, dependencies, and competing priorities across multiple teams.
- Ability to operate effectively in a fast-paced environment with complex business and technical requirements.
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Preferred Qualifications
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- Experience supporting wealth management, investment platforms, brokerage services, or financial technology initiatives.
- Familiarity with Agile, Scrum, Waterfall, or hybrid project delivery methodologies.
- Experience coordinating API integrations, enterprise application modernization, data initiatives, or large-scale platform implementations.
- Familiarity with financial services regulatory, security, risk management, and governance requirements.
- Experience using project management and delivery tools such as Jira, Confluence, or Microsoft Project.
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