Project Manager

Project Manager

The Project Manager will support the Chief Collaboration & Integration Officer (CCIO) in keeping the firm's strategic and operational priorities on track. This role blends executive support with project coordination helping the CCIO ensure firm initiatives move forward.

The Project Manager connects leadership and teams, manages critical details, and helps turn plans into action. By supporting both people and projects, this role plays an important part in driving collaboration and operational excellence across the firm.

Essential Position Responsibilities :

Executive Support

Provide comprehensive administrative support to the CCIO

Assist CCIO with calendar management, scheduling, travel coordination, and meeting preparation.

Draft and prepare agendas, meeting support materials, presentation materials, and follow-up communications.

Anticipate needs and proactively manage priorities, deadlines, and commitments.

Project & Operations Management

Lead and manage firm-wide operational projects, ensuring timelines, deliverables, and milestones are achieved.

Collaborate with cross-functional teams to improve processes, enhance efficiency, and support firm initiatives.

Develop, document, and lead adoption of standard operating procedures (SOPs) to drive consistency and operational excellence.

Support change management and integration efforts for new systems, processes, or initiatives.

Leverage current technology as well as identify and implement new technologies and productivity tools to manage information, streamline processes, and enhance efficiency.

EOS / Traction Support

Support the firm's EOS (Entrepreneurial Operating System) implementation by preparing scorecards, documenting meeting notes, tracking Rocks, and ensuring follow-through on commitments.

Act as a key facilitator between the CCIO and other leadership roles to promote cross-functional alignment and collaboration.

Collaboration & Communication

Build strong relationships across the firm and act as a trusted liaison between the CCIO and internal / external stakeholders.

Draft, edit, and refine correspondence, presentations, and reports with precision and professionalism.