Note: The job is a remote job and is open to candidates in USA. RFG Advisory is at a strategic inflection point, seeking a Senior Project Manager in Technology to prototype and ship internal tools and AI-powered workflows. This role emphasizes hands-on building and effective communication across teams to ensure successful project delivery.
Responsibilities
- Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (Salesforce, HubSpot, Zocks, ClickONE, Microsoft 365, Schwab integrations, and more)
- Take a half-defined signal, API connection, or vendor demo and turn it into a working v1 within days — demos and working prototypes are your primary deliverable
- Use APIs, MCP servers, Claude Console, MS Copilot Studio, and MS Foundry to compress what used to take an integration partner six weeks into a demo-ready build
- Own the build-vs-partner discipline: form and communicate a clear point of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight
- Document decisions and trade-offs so the organization can move with confidence
- Hold the multi-thread program in your head: clear scope, sequenced milestones, weekly status, and retros that produce real changes without heavy ceremony
- Communicate status to leadership in the format they need to make decisions — short, sharp, and timely
- Keep our shared system of record (Zoho Projects/ClickUp) honest — projects, owners, dates, and decisions visible. Document, hand off cleanly, and make the next person’s job easier
- Ask why an advisor would care, why the CEO would fund it, and why the team would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the front
- Translate AI capability and technical decisions into language our CEO, board, and advisors can act on
Skills
- 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build
- Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). Side projects and personal builds count
- Demonstrated track record running cross-functional projects end-to-end: scoping, sequencing, status, risk management, and stakeholder communication
- Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). Wealth-management experience is a plus, not required
- Track record of partnering with non-technical executives and translating capability into business outcomes
- Daily use of frontier AI tools (Claude, ChatGPT, Copilot, Lovable) for both building and thinking — with a point of view on when to use which and why
- Working understanding of APIs, webhooks, MCP, agentic patterns, prompt engineering, and lightweight scripting (Python or JS)
- Comfort with at least one CRM (Salesforce or HubSpot) at the configuration/workflow/data-model level
- Comfortable running cross-functional work in modern PM tooling (Zoho Projects, Asana, ClickUp, Jira, Linear, Monday.com — the muscle matters, not the brand)
- A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back when it's the wrong fit
- Bachelor's degree in a technical, business, or related field, or equivalent hands-on experience. We weight the work over the degree
- Experience with Zocks, Snowflake, RightCapital, eMoney, Income Lab, Orion, Schwab APIs, or similar wealthtech
Benefits
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance + RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- Lifestyle Spending Account
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and professional development support
Company Overview