Company Intro:

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

The Operations Project Manager with American Trust is an experienced user of PensionPro Software and is experienced in the TPA/Recordkeeping industry. The Operations Project Manager is responsible for ensuring that the setup and installation of PensionPro Software within American Trust successfully meets the business and technical needs while ensuring timely completion according to the established implementation schedule. In addition to the initial installation and setup of PensionPro, the Operations Project Manager supports users through technical assistance and administrative configuration.


Direct the implementation process for the American Trust instance of PensionPro Software, ensuring timely progression and communication with users through completion and transition to team members.
Manage project tasks and oversee work from project concept to implementation including project planning, monitoring, scheduling milestones, and communicating obstacles and roadblocks.
Report project progress and metrics to leadership and operations stakeholders.
Support business teams in building/customizing essential projects for maximum effectiveness using PensionPro.
Train PensionPro end users on functionality and procedures of the system and workflows.
Build implementation resources and training materials for continuous employee reference.
Maintain in-depth knowledge of PensionPro product lines and features.
Continuously build upon and improve projects to align with operational needs.
Provide troubleshooting and technical assistance to PensionPro users.

Skills & Experience:

Experience working in the TPA/Recordkeeping industry preferred.
Knowledge of PensionPro system and products.
Project Management experience or software implementation experience required.
Outstanding organizational skills.
Keen sense of personal responsibility and taking ownership.
Ability to manage multiple responsibilities and projects simultaneously.
Ability to work efficiently in a fast-paced, deadline driven environment.
Ability to work cross-departmentally to deliver products and feature enhancements to clients.


Employees are eligible to participate in company benefits including health, dental, and vision insuranceĀ on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.