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15 results for Financial Services It Project Manager in Boston, MA

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Project Director - Associate

Position Overview:

We are seeking a Project Director - Associate to join our team and support critical project initiatives within a hybrid work environment. This role is responsible for managing IT project processes, ensuring successful delivery of project artifacts, maintaining governance, and collaborating across multiple stakeholders. The ideal candidate will bring at least 5 years of professional experience, particularly within IT project management in financial services, and have a proven ability to handle ambiguity while delivering results.

Key Responsibilities:

Collaborate with the Project Management Practice team to create and publish project artifacts, including but not limited to status reporting, financial tracking, and steering committee updates.
Build and manage governance and communication frameworks, including recurring meetings and reporting mechanisms.
Document and maintain risks, assumptions, issues, dependencies, actions, and decisions in a centralized repository.
Conduct accountability activities to ensure project plans and milestones are being tracked and met by project teams.
Develop and maintain detailed project plans in alignment with team inputs, ensuring optimal resource allocation and timelines.
Facilitate issue resolution through escalation and collaboration with appropriate stakeholders.
Actively participate in and lead portions of project team meetings as needed.
Represent delivery progress effectively to stakeholders by presenting updates on financial compliance, milestone achievements, and tracking issues.

Qualifications:

Bachelor’s degree or equivalent required.
Minimum of 5 years of professional experience in IT project management within the financial services sector.
Strong self-management skills, operating as a self-starter who works independently but recognizes when to seek assistance.
Proficiency with Microsoft PowerPoint, Project, Visio, Excel, and Word.
Exceptional communication, writing, and interpersonal skills, with proven ability to engage with executives and senior management.
Strong analytical skills and high attention to detail.
Knowledge of business analysis and/or project management methodologies preferred but not required.

Preferred Skills:

Experience with financial forecasting and project reporting to senior management.
Familiarity with Clarity, Jira, and other project management tools considered highly desirable.
Previous experience with vendor management, global markets, or operation within a global IT framework.

Role Insights:

Working Hours: 9:00 AM to 5:00 PM Eastern Time.
Contract Duration: Role is anticipated to extend through the end of 2025, with the potential for renewal.
Day-to-Day Responsibilities: Oversee a program involving migration of multiple applications from existing data centers to public cloud solutions. Core duties include managing project plans, risk assessments, and financial forecasts while ensuring seamless communication across teams.
Training: Comprehensive training on internal processes and tools (such as Clarity and Jira) will be provided.

We are excited to welcome a motivated, detail-oriented individual to our team. If you have the necessary qualifications and thrive in fast-paced, collaborative environments, we encourage you to apply.

Technology Doesn't Change the World, People Do.^®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

15 results for Financial Services It Project Manager in Boston, MA

Project Director - Associate Project Director - AssociatePosition Overview: We are seeking a Project Director - Associate to join our team and support critical project initiatives within a hybrid work environment. This role is responsible for managing IT project processes, ensuring successful delivery of project artifacts, maintaining governance, and collaborating across multiple stakeholders. The ideal candidate will bring at least 5 years of professional experience, particularly within IT project management in financial services, and have a proven ability to handle ambiguity while delivering results.Key Responsibilities:<ul><li>Collaborate with the Project Management Practice team to create and publish project artifacts, including but not limited to status reporting, financial tracking, and steering committee updates.</li><li>Build and manage governance and communication frameworks, including recurring meetings and reporting mechanisms.</li><li>Document and maintain risks, assumptions, issues, dependencies, actions, and decisions in a centralized repository.</li><li>Conduct accountability activities to ensure project plans and milestones are being tracked and met by project teams.</li><li>Develop and maintain detailed project plans in alignment with team inputs, ensuring optimal resource allocation and timelines.</li><li>Facilitate issue resolution through escalation and collaboration with appropriate stakeholders.</li><li>Actively participate in and lead portions of project team meetings as needed.</li><li>Represent delivery progress effectively to stakeholders by presenting updates on financial compliance, milestone achievements, and tracking issues.</li></ul>

Project Manager (IT) - Associate We are in search of an Associate Project Manager in the IT sector to join our team based in Quincy, Massachusetts. The role primarily involves handling customer inquiries, maintaining customer records, processing applications, and monitoring customer accounts. Responsibilities: • Effectively use Jira, Confluence, and SharePoint for managing and tracking project updates. • Facilitate meetings, including the preparation and distribution of minutes. • Leverage your understanding of IT and cloud-based projects to manage and resolve customer inquiries. • Demonstrate analytical, critical thinking, and problem-solving skills in managing customer applications and accounts. • Maintain accurate customer credit records and take appropriate actions based on account monitoring. • Use Microsoft Excel and Clarity PPM to manage and analyze data related to customer accounts. • Employ excellent oral and written communication skills in interacting with customers and team members. • Leverage your knowledge of the financial services industry and regulated environments to provide effective customer service. • Collaborate with geographically disbursed teams and build relationships across functional teams. • Use your knowledge of SDLC principles to manage and resolve customer inquiries. • Support tech Mod strategy by effectively managing customer applications and accounts.

Events Project Manager We are offering a contract to permanent employment opportunity for a Project Manager (Non-IT) - Expert in Boston, Massachusetts. The role primarily involves leading and collaborating with teams to plan and execute events, ensuring consistent brand and event standards. The position also requires liaising with sales teams to identify key event themes and goals, and tracking budgets to ensure spending limits are adhered to. Responsibilities: • Lead and collaborate with internal teams and vendors to plan and execute proprietary events, third-party conferences, and sponsorships. • Work with sales teams to identify key themes, goals, and messaging for each event. • Develop project plans, lead planning calls and coordinate with all business partners to meet deliverables. • Ensure all event components, including presenters, brand message, locations, and overall attendee experience, are impactful and follow guidelines. • Manage and oversee all presenters for events and conference participation, including coordinating speaker requests, consulting on presentation content/creation, and coordinating speaker prep to ensure alignment with messaging and goals. • Diligently track budgets and spend to ensure events and conferences are within designated budget amounts. • Coordinate booth and premium deliverables for industry conferences. • Measure return on investment for all programs and provide analysis reporting. • Handle program deliverables including marketing communications collateral, registration/invitation copy/promotions, event logistics, and sales communications.

IT Project Manager Job Overview:We are seeking a Project Manager - Executive (Tech) to drive global technology change initiatives within the Sales and Marketing technology department. This role is pivotal in ensuring business outcomes across a portfolio of projects and programs while maintaining structured governance. The ideal candidate will have a strong understanding of data platforms and data transformation processes, with a balance of technical acumen and business communication skills. Prior experience in the financial services industry is a plus.Key Responsibilities:<ul><li>Provide visibility into a multi-year portfolio of technology projects and programs.</li><li>Drive the delivery of projects and programs by implementing appropriate structure and governance.</li><li>Develop project plans and budgets, ensuring projects are completed on time and within budget.</li><li>Identify, assess, and mitigate risks while establishing risk control measures.</li><li>Collaborate with global development teams and various organizational levels.</li><li>Manage stakeholders across business operations and technology teams.</li></ul>

Financial Project Manager We are offering a contract employment opportunity for a Financial Project Manager in Lakeville, Massachusetts area. This role is pivotal in the financial industry, focusing on the optimization of business processes, systems, and workflows. The workplace is fast-paced and demands a detail-oriented individual who can handle a variety of tasks efficiently. Responsibilities:• Oversee the identification and analysis of current business processes to determine objectives, key performance indicators (KPIs), and success measures.• Define and structure process stages, milestones, tasks, deliverables, and dependencies, while establishing roles and responsibilities.• Utilize data to discern trends, insights, and opportunities that can enhance process improvement.• Design process flows, RACI matrices, and written procedures for multiple processes.• Develop resources such as checklists, schedules, and project plans to aid business stakeholders in adhering to processes.• Lead cross-functional teams through the change management process, ensuring smooth transitions and stakeholder buy-in by providing communication and support training efforts.• Monitor progress and recommend adjustments for continuous improvement.• Evaluate existing systems and workflows to identify inefficiencies and suggest streamlined solutions.• Organize workshops, brainstorming sessions, and requirements gathering meetings to collect stakeholder input.• Collaborate with process owners to ensure changes align with organizational goals.• Identify potential risks, create mitigation strategies, and monitor issues.• Conduct root cause analysis of process issues and formulate action plans for resolution.

Project Manager Robert Half's marketing & creative client is looking for a Project Manager for a 9-month contract in the Greater Boston area. This is a remote, 40 hour-per-week opportunity; candidates must be willing and able to work eastern (EST) hours. The Project Manager will be deeply involved in managing projects, organizing tradeshows, and overseeing corporate events, all while maintaining efficient workflows and timelines. If interested and available, apply today!

Trust & Estates Atorney Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estates Paralegal or Attorney with expertise in taxation to serve as an Estate Settlement Attorney in Boston. The Estate Administrator supports Trustees and clients by facilitating the settlement of estates and administration of trusts. This position demands an in-depth understanding of estate settlement, probate, legal frameworks, tax compliance, and trust administration. A high level of professionalism, excellent communication skills, and exceptional attention to detail are essential. Working independently and effectively managing multiple responsibilities under minimal supervision is imperative. The Estate Administrator will also ensure the utmost discretion when handling confidential financial and personal information. Must have filed estate tax returns. Tax Compliance and Planning:<ul><li>Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations.</li><li>Generate estate tax projections and analyze planning documents for tax-related insights.</li></ul>Probate and Legal Administration:<ul><li>Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation.</li><li>Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks.</li></ul>Client and Trustee Engagement:<ul><li>Provide exceptional client service through clear communication of complex estate planning and tax concepts.</li><li>Proactively address trustees’ needs, offering guidance on settlement timetables and processes.</li></ul>Multitasking and Project Management:<ul><li>Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities.</li><li>Manage multiple concurrent projects and prioritize tasks effectively.</li></ul>Collaboration:<ul><li>Work closely with internal teams, including fiduciary services and investment professionals.</li><li>Uphold high-quality service standards while adhering to established processes.</li></ul>

Project Manager/Sr. Consultant We are offering a temporary employment opportunity for a Change Management Consultant. The selected candidate will be tasked with leading and managing the change management process for an enterprise-wide implementation of a Human Capital Management (HCM) system. This role is crucial in aligning people, processes, and technology to capitalize on the benefits of this new system. Responsibilities• Conduct assessments of the organization's readiness for the HCM implementation and identify key stakeholders for engagement• Develop comprehensive change management strategies tailored to the needs of the HCM implementation• Collaborate with functional teams to design phased implementation roadmaps and prioritize activities based on organizational impact• Create tailored communication plans to inform the organization about the HCM initiative and identify training needs• Develop training materials or partner with training teams to ensure competency and awareness of the new system functionality• Utilize stakeholder matrices and engagement metrics to monitor adoption progress over time• Identify resistance trends and implement strategies to mitigate these concerns proactively• Create policies encouraging employees to use and adopt HCM tools through seamless integration into daily workflows• Work closely with Project Management Office (PMO) teams to ensure alignment of change management activities with the overall project schedule and milestones• Serve as the link between technical implementation teams and end-users to drive transformational success• Define success metrics to evaluate the impact of change management efforts, such as adoption rates, user satisfaction, and proficiency development• Deliver regular status reports to key stakeholders and executive sponsors highlighting risks, achievements, and corrective actions needed.

Senior IT Project Manager We are offering an exciting contract to permanent employment opportunity in the field of Information Technology in Woburn, Massachusetts. We are looking for a Senior IT Project Manager to join our team in a hybrid work environment, with a schedule of working from home on Mondays and Fridays and in the office from Tuesday to Thursday. Key responsibilities of the Senior IT Project Manager include: • Collaborating with IT and business unit leaders in IT portfolio management activities • Identifying opportunities for improvements through cross-functional partnerships, including initial development of business cases and scoping of projects • Establishing work plans for each project phase, including arranging for recruitment or assignment of project personnel, identifying and scheduling deliverables, milestones, and required tasks • Managing various systems/application development projects within assigned areas from inception to successful implementation, which includes keeping projects on track, resolving issues with customers, and providing leadership to project team members throughout the projects' life cycle • Preparing project status reports and/or project portfolio summaries for management, business unit leaders, and IT management • Ensuring high customer satisfaction through conducting customer surveys • Leading efforts in creative approaches to problem solving and quality deliverables supporting business needs • Reviewing project proposals or plans to determine time frames, funding limitations, procedures for accomplishing projects, staffing requirements, and allotment of available departmental resources to various phases of each project • Escalating project issues including timing, budget, resources, scope, and more to upper management in a timely manner.

Salesforce Implementation Project Manager Sr. Salesforce Implementation Project Manager / Business Systems Analyst Hybrid onsite 2-3 days a week just outside of Boston. There is no chance this role becomes fully remote, you must live a commutable distance from Boston. The team would like someone who can interface face to face in-person with the business and technology teams at least 2-3 times per week. About the RoleWe are seeking a highly skilled Salesforce Business Systems Analyst (BSA) / Project Manager to join our dynamic team of 40 professionals, which consists of 9 full-time employees and many contractors. The primary focus of this role is to serve as the Salesforce expert for the organization, acting as a liaison between business users and the development team. You will gather business requirements, translate them into actionable items for developers, and ensure the successful delivery of Salesforce solutions.This role is critical for supporting various departments across the organization that utilize different Salesforce modules, with a current focus on Service Cloud and Experience Cloud. The ideal candidate will possess a deep understanding of Salesforce, excellent project management skills, and the ability to collaborate effectively with both technical and non-technical stakeholders. Responsibilities:<ul><li>Serve as the organization's Salesforce expert with a focus on Service Cloud and Experience Cloud (preferred but not mandatory).</li><li>Facilitate conversations with business users to gather and document requirements, ensuring clarity and alignment between stakeholders.</li><li>Work directly with developers to translate requirements into actionable user stories for sprints, ensuring goals and priorities are well-defined and met within deadlines.</li><li>Manage and oversee multiple Salesforce-related projects simultaneously, ensuring successful execution from initiation to delivery without people-management responsibilities.</li><li>Act as a trusted advisor to the business by understanding their struggles and identifying Salesforce-based solutions to drive impact and efficiency.</li><li>Provide training or user support when necessary, ensuring the seamless adoption of solutions.</li><li>Collaborate with internal teams to prioritize, strategize, and align project objectives with organizational goals.</li><li>Ensure standard practices for no-code Salesforce development are followed, aligning with existing framework and solutions.</li></ul>

Project Coordinator We are offering a temporary employment opportunity for a Project Coordinator. As a Project Coordinator, you will be expected to manage project tasks, maintain efficient communication, and utilize various tools for project tracking. Responsibilities: • Assist in organizing and maintaining project schedules and action items.• Utilize Microsoft Teams and Smartsheet for efficient project tracking and collaboration.• Act as a taskmaster, ensuring tasks are recorded, prioritized, and completed in a timely manner.• Oversee risk action items log, ensuring all risks are identified, recorded, and addressed.• Employ CRM and Microsoft Excel skills for project management and communication.• Engage in hands-on work such as coordinating meeting schedules and other organizational tasks.• Ensure all project-related activities are on track by following up on action items.• Leverage Atlassian Jira, Microsoft Office Suites, and Microsoft Outlook for project coordination and communication.• Apply knowledge of budget processes and contracts in the context of project coordination.• Utilize communication skills to foster collaboration and drive project success.

Accounts Receivable Specialist We are offering an exciting opportunity for an Accounts Receivable Specialist in Bow, New Hampshire, United States. The role involves a variety of tasks including the processing of customer credit applications, maintaining accurate customer records, and addressing customer inquiries. It also involves monitoring customer accounts and taking appropriate actions. Responsibilities: • Managing customer accounts and ensuring their accuracy • Efficiently processing customer credit applications • Maintaining precise records of customer credit • Collaborating with the Operations Team to facilitate communication on financing, project schedules, customer payments, and project completion • Providing revenue forecasts and financial analysis to support company managers • Preparing correspondence to customers and the sales team regarding payment matters • Assisting with month-end tasks and ensuring inventory accuracy • Addressing minor accounts payable needs • Responding to customer inquiries promptly to provide high-quality customer service • Using QuickBooks or other financial software for various tasks

Project Coordinator Robert Half's marketing & creative client is looking for a Creative Project Coordinator for a 9-month contract north of Boston. This is a hybrid, 30 - 40-hour-per-week opportunity; candidates must be willing and able to work onsite 2 - 3 days per week. The Project Coordinator will be responsible for supporting a high volume of projects across creative, marketing, and production initiatives. This position is designed for a detail-oriented individual with a knack for managing multiple priorities and nuances across creative teams, product data, and stakeholder communications Key Responsibilities: <ul><li>Oversee creative workflow, approvals, tracking, and project delivery </li><li>Manage stakeholder communications </li><li>Ensure deliverables meet accuracy and brand standards </li><li>Maintain digital assets and streamline processes </li></ul>If interested and available, apply today!

Project Coordinator We are offering a long-term contract employment opportunity for a Project Coordinator in Boston, Massachusetts. In this role, you will be an integral part of our team, ensuring the smooth and successful implementation of an enterprise-wide Human Capital Management (HCM) system. You will work closely with various teams including project managers, functional teams, technical teams, and external vendors. Responsibilities: • Oversee the execution of test scripts, documenting results accurately and providing guidance to testers as needed. • Develop and maintain a comprehensive testing strategy and plan for all phases of HCM system testing, including unit testing, integration testing, user acceptance testing (UAT), and regression testing. • Act as the primary point of contact for all testing activities, facilitating efficient communication and collaboration between technical, functional, and business teams. • Monitor and track defects using a defect management tool such as Jira or Azure DevOps, and collaborate with the development team to ensure timely resolution. • Prepare and maintain test environments, test data, and user access prior to testing cycles. • Collaborate with business process owners, end-users, and subject matter experts (SMEs) to validate test cases and expected outcomes. • Provide regular updates on test execution progress, issues identified, and defect resolutions. • Create testing summary reports after each test cycle to communicate results, risks, and recommendations to project stakeholders and leadership. • Ensure adherence to best practices and organizational quality standards in testing processes. • Coordinate user acceptance testing (UAT) sessions, providing instructions and support to end-users participating in the testing process.

Contracts Administrator We are in search of a meticulous Contracts Administrator to be a part of our team. Operating from Boston, Massachusetts, the Contracts Administrator will be expected to manage customer contracts, maintain precise records, and handle customer inquiries. This role is a long term contract employment opportunity. Responsibilities: • Administer customer contracts, ensuring they are processed accurately and efficiently. • Ascertain the maintenance of precise customer contract records. • Review and extract vital terms from various contracts, organizing and escalating them as necessary. • Utilize Adobe Acrobat for document review and amendments. • Experience with SharePoint administration and construction of contract-related content. • Perform auditing and billing functions as part of contract administration. • Ensure compliance with contract terms and conditions. • Use CRM and Deltek Costpoint for managing contracts and customer relationships. • Liaise with DCAA for contract-related matters. • Undertake contract amendments as and when required.

Technology Doesn't Change the World, People Do.®

15 results for Financial Services It Project Manager in Boston, MA

Technology Doesn't Change the World, People Do.^®