Alexander B.
Project Manager Expert in Software & Technology Project Delivery | Enterprise Software Implementation | Certified SAFe® 6 Practitioner | Team Leadership Excellence
- Role
- Project Manager Technology Consolidation Process Optimization - Remote at Earned
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Alexander B.
Strategic and collaborative leader with a proven track record of driving results through…
Experience
Project Manager Technology Consolidation Process Optimization - Remote
Mar 2025 — Present · Seattle, WA, US
Lead cross-functional collaboration across product, engineering, and operations to drive scalable initiatives such as RIA consolidation, SaaS product deployment (SmartLeaf), and wealth management systems integration, ensuring alignment with strategic M&A objectives.•Drive executive visibility and cross-team accountability by building KPI-driven dashboards and workflow automation in Asana, enhancing real-time reporting, milestone tracking, and stakeholder engagement across enterprise initiatives.•Implement adaptive project management frameworks (Waterfall/Agile hybrid) to guide high-impact programs—balancing structured execution with continuous iteration to deliver results across trading and client experience domains.•Oversee end-to-end data migration and platform consolidation efforts across custodial and reporting systems (Orion), maintaining data integrity and ensuring business continuity throughout advisor onboarding and post-acquisition integration.•Manage enterprise-wide Salesforce migration projects, leading systems integration, stakeholder training, and process automation to improve CRM functionality and operational efficiency across the advisor network.
Education
University of Warwick
Master's degree
University of Denver, Colorado, United States
Bachelor of Arts
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