Job Description

Bridges Trust is a privately‑owned trust and wealth‑management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

About the role

The Director of Project Management is responsible for planning, executing, and delivering firm-wide initiatives that support the business. This role partners with investments, operations, technology, compliance, and client teams to drive projects that improve client experience, operational efficiencies, regulatory compliance, and business growth.

What you'll do

• Lead end‑to‑end project management for strategic, operational, technology, and regulatory initiatives.
• Develop project plans, timelines, budgets, and resource requirements.
• Establish project governance, reporting, and risk management frameworks.
• Track project progress, dependencies, and deliverables; elevate issues as needed.
• Partner with relationship management teams, investment management, operations, compliance, technology, and vendors.
• Translate firm needs into clear project requirements and execution plans.
• Facilitate project meetings, steering committees, and executive updates.
• Manage vendor relationships and third‑party implementations when applicable.
• Support projects related to portfolio management platforms, client reporting, CRM, and digital client experience.
• Lead initiatives tied to regulatory and compliance requirements (SEC, FINRA, fiduciary standards).
• Drive operational improvements across client onboarding, account servicing, trading, billing, and reporting.
• Support growth initiatives that include new service offerings.

Qualifications

Education & Experience

• Bachelor’s degree or equivalent experience
• 5+ years of project management experience in financial services, wealth management, or related fields
• Strong understanding of wealth management business processes and operating models
• Proven ability to manage multiple projects and stakeholders simultaneously
• Excellent communication, organization, and problem‑solving skills

Knowledge, Skills and Abilities

• Expert knowledge of project management methodologies, tools, and best practices.
• Strong strategic, analytical, and problem‑solving abilities.
• Exceptional interpersonal, communication, and presentation skills, with a proven ability to influence at all levels of the organization.
• Proficiency with project management tools and software.

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