Project Coordinator-Finance
Company: Synergistic Systems Inc
Location: Charlotte
Posted on: February 16, 2026
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Job Description:
Job Description Job Description Our client, a Fortune 1000
financial services company is looking for Project Coordinators.
Project Coordinators are responsible for the comprehensive
coordination of all platform transition (implementation) services
for retirement plan clients. This is a 2 year contract role. This
is a hybrid role so candidates should live in the areas of
Charlotte, North Carolina or Frisco, Texas . You can come onboard
as our W2 or Independent Contractor. This role involves working
with IT, Sales and Marketing groups. The successful candidate will
be the primary interface with clients when their plan services are
undergoing changes. The Project Coordinator is ultimately
responsible for the success of each transition including overall
service delivery, project management, and oversight throughout the
various conversions of the retirement plans. Key Responsibilities
and Duties: Lead multiple smaller implementation projects or select
large implementation projects for institutional retirement plan
clients with high quality outcomes Handle client relationships,
create project plans and ensure on-time delivery, provide status
updates and partner with cross-functional teams to deliver
institutional offers Engage with and partner with appropriate
resources in a highly-matrixed environment including client, plan
management services, IT, Sales and Marketing. Effectively identify,
escalate, and resolve risks or issues for moderately complex
implementations Address client and/or business partners transition
challenges, questions and concerns Work Experience: 3 Years
Required; 5 Years Preferred Solid experience as a Project
Coordinator/Lead Financial services experience is a big plus Other
requirements: Leadership skills Excellent verbal and written skills
Excellent organizational skills Agile experience is nice to have
Educational Requirements: University (Degree) Preferred FINRA
Registrations: Series 6 or 7 Flexible work from home options
available.
Keywords: Synergistic Systems Inc, Burlington , Project Coordinator-Finance, IT / Software / Systems , Charlotte, North Carolina
