Technology Project Lead

Job overview

The Technology Project Lead role is 100% onsite in Palm Beach, FL; compensation is not specified. The role supports technology and data initiatives at Oxford Financial Group, a wealth management and financial services firm. The lead turns workflow, integration, vendor onboarding, and data-management initiatives into delivered projects, coordinating stakeholders and tracking scope, schedules, risks, and outcomes in a lean environment without a formal PMO.

What you'll do

• Plan and oversee projects from concept through delivery
• define scope, objectives, timelines, and deliverables
• create project plans and resource strategies
• coordinate internal teams and external associates
• monitor progress and mitigate risks
• facilitate meetings and maintain documentation
• serve as the external partner contact
• track metrics and report milestones and outcomes
• promote project management practices and process improvement.

What we're looking for

Skills & competencies

technology project lead

project management

vendor onboarding

data management

workflow improvement

system integrations

wealth management

palm beach fl

oxford financial group

onsite

3–5 concurrent projects

Work arrangement

• Weekend coverage required

Why this role

The role typically manages three to five concurrent projects. The posting notes limited travel as business needs require and requires 100% onsite work.

About the employer

Oxford Financial Group, Ltd. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.