Project Manager
Location : Remote – EST (Eastern Standard Time)
Salary Range : $1,500 – $2,300 USD / month
Role Overview
We are seeking a Project Manager to work closely with the CEO and COO on high-priority, time-sensitive initiatives that directly impact client success and business growth.
This role will initially focus on strategic, confidential projects that require discretion, urgency, and flawless execution. Over time, it will expand to oversee a broader range of initiatives across the firm—helping to set structure, enforce standards, and drive accountability.
This is ideal for someone with experience in financial services, consulting, or marketing services who enjoys tackling complex projects, building scalable processes, and ensuring seamless execution across multiple stakeholders.
The right candidate is meticulous, deadline-driven, and adaptable—someone who can keep projects moving while fostering a collaborative and positive team environment.
Key Responsibilities
Project Leadership & Execution
- Lead projects from kickoff to completion, ensuring accuracy, quality, and on-time delivery.
- Translate strategic goals into clear project plans with timelines, milestones, and responsibilities.
- Anticipate risks, resolve bottlenecks, and keep leadership informed on progress and challenges.
- Manage multiple initiatives simultaneously with structure and flexibility.
Client-Facing Communication & Support
Run status calls with clients and deliver updates in a polished, professional manner.Provide reports, summaries, and presentations for internal and client-facing meetings.Build trust through transparency, accountability, and consistent follow-through.Represent Our Company alongside the CEO and COO in high-stakes interactions.Team & Stakeholder Management
Hold team members accountable for deliverables while fostering collaboration.Bridge communication between leadership, project contributors, and clients.Coordinate with partners and vendors to advance initiatives efficiently.Project Management Tools & Reporting
Manage and maintain the firm’s project management tool (ClickUp).Keep dashboards updated in real time for visibility on progress and risks.Leverage automation and AI tools to improve workflow efficiency.Process & Systems Improvement
Develop SOPs, enforce standards, and improve organizational systems.Support scalable growth by refining internal processes and workflows.Executive Support for Strategic Projects
Partner with leadership on prioritization, research, and decision-making.Deliver executive-ready updates, analyses, and recommendations.Qualifications (Must-have)
Bilingual (English / Spanish) – professional fluency required.3–5 years of experience in project management, consulting, financial services, or marketing services.Strong organizational, analytical, and stakeholder management skills.Track record of meeting deadlines and managing multiple complex projects.Proficiency in Google Workspace, Slack, and ClickUp (or similar tools).Tech-savvy with experience using automation and AI tools to streamline workflows.Ability to balance accountability with collaboration in a fast-paced environment.