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Project Director
Company | IEQ Capital |
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Location | San Mateo, CA, USA |
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Salary | $150000 – $185000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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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).