Associate Director, Project Management Office - Remote
EP Wealth AdvisorsAbout the role
Job Details
Level: ExperiencedPosition Type: Full TimeEducation Level: Not SpecifiedSalary Range: $130,000.00 - $160,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: Business ManagementWe are seeking a strategic and dynamic Associate Director of Project Management Office (PMO) to lead the enterprise-wide project governance, execution, and delivery function. This role will be instrumental in shaping the organization's project management mission, driving cross-functional initiatives, and ensuring alignment with strategic goals. The ideal candidate will bring deep expertise in project portfolio management, proven leadership in building high-performing teams from the ground up, and a strong understanding of the Registered Investment Advisor (RIA) or broader financial services landscape.
Responsibilities:
- PMO Leadership & Strategy
- Partner with the Director of Business Management to design, launch, and scale the Enterprise PMO, serving as a hands-on leader and strategic thought partner during a period of organizational growth and transformation.
- Help design and evolve the Enterprise PMO operating model to match organizational maturity and growth
- Define and implement PMO frameworks, methodologies, and best practices.
- Develop and manage the enterprise project portfolio, ensuring alignment with strategic priorities.
- Define success metrics for portfolio health, delivery effectiveness, and business outcomes
- Balance governance with speed, ensuring processes add value without unnecessary bureaucracy
- Team Building & Talent Development
- Build and scale a high-performing PMO team.
- Recruit, mentor, and develop project managers and program leads.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Governance & Execution
- Oversee project planning, execution, tracking, and reporting across departments.
- Implement governance structures to ensure project compliance, risk mitigation, and resource optimization.
- Drive adoption of project management tools and technologies.
- Lead enterprise demand intake, evaluation, and prioritization processes
- Facilitate capacity planning and trade-off discussions across competing initiatives
- Provide portfolio-level insights to support executive decision-making
- Stakeholder Engagement
- Partner with executive leadership to prioritize initiatives and allocate resources.
- Serve as a trusted advisor to business units, translating strategic goals into actionable project plans.
- Communicate project status, risks, and outcomes to stakeholders at all levels.
- Ensure regulatory and compliance considerations are embedded in project planning and execution.
• 8-12+ years of progressive experience in project/program management, with at least 5 years in a leadership role.
• Proven success in building and scaling a PMO function from the ground up.
• Exceptional leadership, executive presence, communication, and stakeholder management skills.
• Strong organization skills required
• Strong understanding of financial services, preferably within the RIA space.
• Strategic thinker with a bias for execution.
• Comfortable navigating ambiguity and driving clarity.
• Collaborative leader with a track record of influencing across matrixed organizations.
• Passion for operational excellence and business transformation.
• Expertise in project management methodologies (Agile, Waterfall , Hybrid).
• Proficiency in project management tools (e.g., Smartsheet, MS Project, Jira, Monday.com ).
• PMP or other relevant certification preferred.
• The ideal candidate is a builder, connector, and pragmatic leader / operator who thrives in ambiguity and is motivated by creating structure that enables growth, while flexing where needed to accommodate the maturity of the organization.
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