Project Manager

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

Bluespring launched in 2019 to deliver much needed deal flexibility, succession solutions, and entrepreneurship to the wealth management acquisition space. We are a wholly owned subsidiary of Kestra Financial, a holding company that consists of five leading wealth management services businesses that collectively support more than $120bn in AUM and 2,300 independent financial advisors. Along with Kestra Financial, we are majority-owned by Warburg Pincus, a leading global private equity firm.

As the Project Manager you will report to the VP, Strategic Initiatives. You will utilize your leadership and organizational skills to help envision and deliver solutions to critical business problems within the Bluespring organization. This role will be key to the delivery of projects aimed at achieving the firm’s vision, strategic and growth objectives.

The Project Manager will have an active role in a dynamic, highly collaborative team. This person will be expected to contribute ideas and perspective to help continuously enhance our operations and processes, driving efficient growth and continued refinement. The role is extremely hands-on and best suited for candidates who thrive in working with a small team where they are given a lot of responsibility.

Promoting the Bluespring Wealth Partners culture and deepening relationships with acquired firms and business partners will be key to success.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform this role successfully, the individual must be able to perform each essential duty:

• Partner with the Strategic Initiatives team to define scope, develop plans and successfully deliver key Bluespring projects.
• Proactively manage all project constraints including quality, scope, time, risk, and cost; facilitate discussions as needed, to ensure effective decisions are made when presented with issues impacting these constraints.
• Provide regular project communications to all levels of the company; create and facilitate presentations with both Bluespring internal and Kestra Holdings stakeholders.
• Create reports and utilize data to exert influence on key decisions; achieve agreement on ideas by working collaboratively with business and technology stakeholders.
• Facilitate business requirements gathering and review; may occasionally assist with development of requirements based on team capacity and needs.
• Develop relationships with partners across the Kestra Holding ecosystem; establish thorough understanding of their planning/development processes to ensure appropriate prioritization and scheduling of Bluespring Wealth Partners initiatives.
• Drive continuous improvement by identifying gaps and deficiencies in the project management process and tools. Lead efforts to refine and implement changes as needed.
• Assist with creation and maintenance of standard operating procedures and end-user guides for systems used within the Bluespring Wealth Partners organization.
• Promote high standards of professionalism, integrity, and leadership throughout the lifecycle of all projects, both within and outside of the Bluespring Wealth Partners organization.
• Other duties as assigned.

KNOWLEDGE, SKILLS AND/OR ABILITIES

• Strong verbal, writing, presentation, meeting facilitation, teamwork, and interpersonal skills
• Ability to influence upward and laterally both within Bluespring Wealth Partners and the broader Kestra Holdings ecosystem.
• Ability to be agile and adaptable in a fast-paced environment; ability to prioritize workload to meet targeted timelines.
• Ability to strategically and tactically organize and structure project activities.
• Ability to understand high-level processes, while still drilling into details.

SUPERVISORY RESPONSBILITIES: None

EDUCATION AND/OR EXPERIENCE

• 3+ years in a project manager role required; experience leading both business and technology initiatives preferred.
• Experience within the financial services industry preferred.
• Bachelor’s degree or equivalent industry related experience.
• Experience with standard collaboration tools (Confluence, JIRA).
• Business analysis experience is a plus.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• PMP or Project Management Certification a plus.