Project Manager, Program ​/ Project Manager, Business Management

Posted Wednesday, January 28, 2026 at 8:00 AM

Blue spring Wealth Partners (Blue spring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Blue spring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact. The Project Manageris responsible forthe successful management and delivery of operations, business, and/or technology projects that support the organization’s strategic initiatives andlong-term vision. This role ensures projects are completed on time, within scope, and within budget. The Project Manager partners with business sponsors, technical teams, vendors, andcross-functional stakeholders to drive clarity, resolve issues, and deliver high-quality outcomes.

The Project Manager will play a critical role in minimizing disruption and aligningacquiredbusinesses with our operating model to support long-term success.

• Define project scope andobjectiveswith stakeholders; ensure business and technical feasibility.
• Develop detailed project plans, schedules, milestones, and resource allocations using organization approved tools.
• Drive strategic and operational planning activities across product lines, programs, and portfolios.
• Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution.
• Lead andfacilitateproject team meetings,document decisions, risks, and next steps.
• Coordinate project teams in matrixed environments and across varying project sizes.
• Manage constraints withstrongfocus on scope, time, budget, risk, and change control.
• Track and analyze project performance to ensure achievement of short- and long-termgoals.
• Conduct financial analysis and recommend adjustments aligned to project and organizational objectives.
• Identify, assess, and mitigate potential risks and issues that may arise during the integration process.
• Create andmaintaincomprehensive project documentation across the full lifecycle.
• Provide regular project communications—including updates, dashboards, and presentations—to stakeholders at all levels.
• Prepare materials for leadership meetings andassistin synthesizing decisions and action plans.
• Partner with business sponsors, technology teams, external vendors, and cross-functional teams to ensure alignment and progress.
• Facilitate businessrequirementsgathering, refinement, and validation.
• Facilitate communication and collaboration between different teams and departments to ensure a cohesive process.

• 4-year degree in business, technology, operations, or related field.
• 5-10years of experience in project management.
• PMP,Agile certifications are preferred.
• Experience in Wealth Management and/or RIA/ RIA aggregation required.
• Knowledge of common RIA applications including Orion,Addepar,Investigo, Envestnet, Black Diamond desirable.
• Familiarity with Confluence, Smartsheet, Salesforce,MS Project,Lucid Charts required.
• MS Office Suite required.
• Experience managing complex projects in fast paced environments.
• Strong understanding of scope, schedule, budget, and risk management frameworks.
• Familiarity with PMO methodologies and tools
• Ability to analyze and translate businessrequirementsandfamiliarity with technology requirements.
• Understanding of enterprise strategy and how projects support organizational goals.
• Excellent written and verbal communication skills, including preparing and delivering presentations.
• Ability to leadcross functional teams, manage conflict, and drive consensus.
• Ability to evaluate project performance,identify issues, and recommend solutions.
• Ability to work independently and manage multiple concurrent initiatives.
• Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies
• Ability toidentifyand resolve…