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Project Director

Project Director

CompanyIEQ Capital
LocationSan Mateo, CA, USA
Salary$150000 – $185000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s degree
  • 5–7 years of experience in project coordination or a related role.
  • Intermediate to advanced proficiency in PowerPoint and Excel is required.
  • Proven ability to manage a portfolio of 15+ projects at different lifecycle stages.
  • Strong analytical skills with the ability to synthesize complex information and tailor communication for various stakeholders.
  • Experience managing cross-functional teams, including both senior and junior members.
  • Ability to navigate escalation processes with confidence and professionalism.
  • Excellent interpersonal skills, fostering trusted relationships within the team.
  • Strong time management and organizational skills, with the ability to prioritize competing demands.
  • Outstanding written, verbal, and presentation skills.

Responsibilities

  • Oversee all phases of project lifecycles, from initiation to completion.
  • Work with COOs to allocate resources, implement solutions, and resolve project-related issues.
  • Provide regular updates to the CEO and Partners on team progress, priorities, production statistics, onboarding progress, and fundraising status.
  • Roll out and monitor progress on all team and firmwide projects for ~30 team members across two offices, ensuring deadlines and deliverables are met and exceeded.
  • Define project scope, objectives, and deliverables, assigning tasks and tracking progress.
  • Develop and maintain project performance databases, ensuring milestones and deadlines are met.
  • Proactively monitor project activities, identifying potential risks and roadblocks.
  • Maintain issue logs, prioritize problem resolution, and escalate concerns when necessary.
  • Partner with key stakeholders and subject matter experts to align project deliverables with business goals.

Preferred Qualifications

  • Experience with Salesforce (strong plus).
  • Background in Financial Services (a plus).