About the Role

We are seeking a highly organized, detail-oriented, and self-driven Project Manager to join our Financial Advisory & Education team within the Global Advisor Network.

This role is responsible for executing and coordinating key initiatives across financial education, advisor network operations, and AI-enabled programs. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

This is a high-impact, execution-focused role that supports a globally distributed team and requires strong ownership, precision, and proactive communication. You will work closely with the VP, Global, and partner with teams across our Advisor Network, Education, Customer Success, and AI to drive operational excellence and continuous improvement.