Vice President of Project Management

Company Description

Rubric Advisors is a fee-only, fiduciary registered investment adviser based in San Francisco, delivering institutional-grade wealth management to individuals, families, and mission-driven organizations. The firm offers one transparent fee structure with no commissions or proprietary products, aligning its interests with those of its clients. Its capabilities include direct indexing, stock-level tax-loss harvesting, options overlays, private markets access, and comprehensive, tax-aware retirement planning. Rubric Advisors also serves endowments, foundations, and nonprofits through OCIO and non-discretionary investment management services. The founder brings nearly two decades of experience building quantitative investment platforms and leading quantitative stock-selection strategies at a major global asset manager. Role Description The Vice President of Project Management is a full-time, remote role responsible for leading complex, cross-functional initiatives that support Rubric Advisors’ growth and operational excellence. This role oversees the planning, execution, and delivery of strategic projects across technology, operations, compliance, and client services, ensuring alignment with business objectives and regulatory requirements. Day-to-day responsibilities include defining project scope and milestones, creating detailed project plans, managing budgets and timelines, and coordinating internal and external stakeholders. The Vice President of Project Management will establish project management standards, monitor risks and dependencies, and drive continuous process improvement. This role also mentors project and program leads, promotes data-driven decision-making, and reports project status and outcomes to senior leadership.

Qualifications

Strong project management skills, including Project Management and Project Planning, with a track record of delivering multi-phase initiatives in financial services or a related industry. Demonstrated Program Management experience overseeing multiple concurrent projects, integrating workstreams, and aligning outcomes with strategic goals. Solid Analytical Skills to interpret data, assess risks, evaluate trade-offs, and support evidence-based decision-making. Proficiency in Budgeting, including developing and managing project budgets, forecasting resource needs, and optimizing spend. Experience implementing or refining project management frameworks (e.g., PMBOK, Agile, hybrid approaches) and using modern project tools (such as Jira, Asana, or similar platforms). Ability to lead remote teams, influence cross-functional stakeholders, and communicate clearly with technical and non-technical audiences. Background in wealth management, asset management, or fintech is highly beneficial; familiarity with RIA operations, compliance, and client service models is a plus. Bachelor’s degree in Business, Finance, Engineering, or a related field; advanced degree or relevant certification (e.g., PMP, PgMP) preferred.