Project Manager/PMO Coordinator

About Daybright Financial

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.

Daybright is hiring a Project Manager – PMO Coordinator to join our team.

This is an entry‑level role designed for an emerging project management professional who is eager to learn, experiment, create, and grow within a structured delivery environment. This role is responsible for managing smaller, well‑defined projects while also providing critical operational and administrative support to the Portfolio Management Office (PMO).

The successful candidate will demonstrate strong foundational project management competencies, a curiosity‑driven mindset, and the ability to thrive amid ambiguity. This individual will actively contribute to the evolution of PMO standards, tools, and templates by translating real‑world delivery challenges into scalable, reusable solutions that elevate the project delivery experience across the organization.

Key Responsibilities

Project Delivery (Core Role)

• Manage small, low‑to‑moderate complexity projects with clearly defined scope, timelines, and stakeholders
• Apply standard project management practices to plan, execute, monitor, and close assigned initiatives
• Develop and maintain core project artifacts including:
• Project charters
• Work plans and schedules, including budget forecasting (as appropriate)
• Status reports and dashboards
• Risk and issue logs
• Facilitate project meetings, including kickoff sessions, status updates, requirement definition, Steering Committees, and lessons learned
• Track progress against commitments and proactively surface risks, issues, and dependencies
• Partner with business and technology stakeholders to ensure shared understanding of objectives and deliverables
• Support risk and issue management activities by communicating project impacts clearly and consistently

PMO Support Responsibilities

• Administer PMO tools used for project and portfolio planning, including:
• User access management
• Basic configuration and maintenance
• Monitoring adherence to standards and usage expectations
• Serve as librarian and content curator for the PMO and Project Management SharePoint Hub:
• Build and maintain the SharePoint Hub as a central resource for the Project Manager community
• Ensure project libraries are organized, current, and accessible for portfolio‑level visibility
• Maintain templates, standards, guidance, and best‑practice content
• Support portfolio reporting needs by ensuring project data is accurate, timely, and complete
• Assist with audits, reviews, and continuous improvement initiatives related to PMO governance

Continuous Improvement & Experimentation

• Actively experiment with PMO tools and platforms to identify opportunities to improve usability and effectiveness
• Assist with translating recurring delivery challenges into standard templates, tools, or documented practices
• Partner with more senior project managers to pilot new approaches and refine existing standards
• Contribute ideas that enhance consistency, transparency, and efficiency across the delivery lifecycle

Required Competencies & Skills

Foundational Project Management Skills

• Understanding of core project management concepts (scope, schedule, risk, dependencies, communication)
• Ability to follow defined processes while learning when and how to adapt them
• Strong organizational skills with attention to detail
• Basic proficiency with project management and collaboration tools (e.g., project tracking tools, SharePoint, Microsoft 365)

Soft Skills & Learning Mindset

• Life‑long learner mentality with a strong desire to build mastery over time
• Comfort working in ambiguity and evolving environments
• Curiosity and willingness to experiment, test, and iterate
• Strong written and verbal communication skills
• Ability to receive feedback openly and apply it constructively
• Collaborative mindset with a service‑oriented approach to supporting teams and stakeholders
• Resilience and adaptability when plans change or priorities shift

Behavioral Expectations

• Demonstrates professionalism, accountability, and follow‑through
• Escalates risks and issues appropriately rather than allowing them to linger
• Seeks guidance when needed and applies learnings consistently
• Takes ownership of both assigned projects and shared PMO responsibilities

Growth & Development Expectations

This role is intentionally designed as a development pathway into a more mature and experienced Project Manager. Over time, this role is expected to:

• Progress from managing small projects to larger, more complex initiatives
• Demonstrate increased autonomy in planning and decision‑making
• Deepen understanding of portfolio‑level thinking and organizational priorities
• Contribute meaningfully to PMO governance, standards, and strategic evolution
• Develop stronger stakeholder management, facilitation, and leadership skills
• Serve as a mentor or informal guide to newer PMO or project team members

Education & Experience

• Bachelor’s degree in Business, Information Systems, Finance, or a related field (or equivalent experience)
• 1-3 years of experience in project coordination, project management, business analysis, or a related role
• Exposure to financial services, insurance, or regulated environments preferred
• Interest in pursuing professional project management credentials (e.g., CAPM®, PMP®) is encouraged

Why This Role Matters

This role is a cornerstone for building a strong, scalable project management capability. By combining hands‑on project delivery with PMO stewardship, the candidate in this role helps ensure not only that projects succeed—but that how projects are delivered continually improves.