Sr. Financial Planning Project Manager

Website HealthTECH Resources, Inc.

HealthTECH Resources is looking for a Sr. Project Manager specializing in Financial Services/Planning and Insurance for a long-term contract role in the Burlington, VT area. This is a full-time role with 100% onsite work, lasting until Jan 2020 with possible extension long term beyond the initial contract. The ideal candidate will be PMP or CSM certified with recent financial planning or life insurance experience.

What are we looking for in a Sr. Financial Planning Project Manager?

  • Must have recent financial planning or life insurance experience with 5 to 9 years financial services desired (preferably life insurance and annuity).
  • 5 to 9 years’ experience managing cross-functional projects in a matrixed environment desired
  • Project Management Professional (PMP) Certification, or a Certified Scrum Master (CSM).
  • LOMA ALMI or FLMI a plus.
  • Skilled in multiple project management methodologies (e.g. agile/scrum, waterfall) desired.
  • Must be a self-starter and be able to work independently as well as being a team player.
  • Ability to understand, interpret and communicate complex subject matter.
  • Ability to work in a fast-paced environment; strong organizational skills a must.
  • Results oriented, excellent verbal and written communication skills.
  • Able to interact and communicate with C-Level executives and senior leadership.
  • Must be proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project, SharePoint) and tools like Jira/Confluence.

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