The company SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About the Role
We’re looking for a Technical Project Manager to support the delivery of cross‑functional, product and platform focused initiatives critical to the growth and operational excellence of our core products and services. This role is ideal for someone who is a problem-solver, execution‑oriented, technically fluent, and comfortable operating in complex technology and business domains.
You will work closely with engineering, product, and cross‑functional partners to help move initiatives from planning through execution. You will play a meaningful role in driving progress, maintaining alignment, and ensuring teams have the structure and visibility they need to deliver.
Responsibilities
Support and drive cross‑functional technical and product initiatives through planning, execution, delivery, and post‑launch follow‑up
Provide hands‑on project support across the software development lifecycle, including planning, dependency tracking, progress monitoring, risk identification, incident management, and stakeholder communications
Partner with engineering, product, and operations to maintain strong collaboration and clear communication across teams
Help manage timelines, dependencies, and competing priorities across multiple teams and initiatives
Instrument and monitor program health using metrics and derived insights
Facilitate agile ceremonies such as sprint planning, stand‑ups, and retrospectives for one or more teams
Contribute to improving processes, documentation, and workflows to increase execution speed, visibility, and team effectiveness
Use tooling, automation, and AI‑assisted workflows where appropriate to support planning, reporting, and documentation
Requirements
Bachelor’s degree in Computer Science, Engineering, or a related technical field (or equivalent practical experience)
3–5+ years of experience working with software engineering teams in a technical program management, project management, software development, or similar role
Solid understanding of the software development lifecycle and agile delivery methodologies
Experience coordinating cross‑functional work with multiple stakeholders and dependencies
Proficiency with tools such as Azure DevOps, Jira, Confluence, Airtable, and AI-enabled tools used throughout the planning and delivery phases of projects
Strong written and verbal communication skills, with the ability to clearly communicate to technical and non-technical audiences
Strong organizational skills, attention to detail, and ability to manage multiple workstreams concurrently
Familiarity with cloud platforms (e.g., AWS, Azure, or GCP) and modern software development practices, languages and frameworks
Experience working in investment management / wealth management
&xa;For SF4-San Francisco - 400 Howard Street and SAU - 3 Harbor Dr, Suite 204, Sausalito, CA Only the salary range for this position is USD$125,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. The company operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.&xa;
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
The company’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at the company.
Guidance on AI use for candidates
At the company, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About the company
At the company, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about the company, please visit the company's site . We also encourage you to get to know us on LinkedIn , Instagram , YouTube , X , and TikTok .