Senior Project Manager
OneVest(3 months ago)
About this role
A Senior Project Manager at OneVest helps establish the Customer Success function and ensures customers derive value from OneVest’s wealth management platform. The role supports cross-organizational initiatives and contributes to product and operational improvements. It offers significant opportunity for impact and growth within a high-growth fintech company.
Required Skills
- Customer Liaison
- Program Management
- Onboarding
- SaaS Implementation
- KPI Reporting
- Stakeholder Communication
- Cross-Functional Collaboration
- Account Nurturing
- Subject Expertise
- Delivery Tracking
+4 more
About OneVest
onevest.comOneVest is a wealth-management technology company that provides a configurable, modular platform for financial firms, advisors and other organizations. The platform enables entities to launch net‑new wealth programs or modernize the delivery of existing ones using interchangeable components and integrations. OneVest emphasizes customization and flexibility so firms can tailor workflows, branding and distribution to their business models. The company is headquartered in Calgary, Alberta and maintains an online presence at onevest.com (also referenced as onewealth.io).