HNW Business Program Manager

Role Overview

• Lead end‑to‑end delivery of strategic initiatives sponsored by the Dallas Executive Team and HNW leadership
• Translate strategic priorities into clearly scoped programs with defined objectives, milestones, dependencies, and success metrics
• Develop and maintain integrated program plans, timelines, risk logs, and status reporting
• Proactively identify risks, issues, and interdependencies; drive mitigation plans and escalate as appropriate
• Establish and manage governance structures for executive‑sponsored initiatives
• Prepare high‑quality executive materials that enable timely and informed decision‑making
• Serve as the central point of coordination across business, functional, and regional partners
• Partner with HNW leadership to execute initiatives tied to growth, client experience, advisor enablement, talent outcomes, and operational effectiveness

Requirements

• Minimum of three years related work experience
• Two years of managing a project preferred
• Financial Services or function-specific experience preferred
• Undergraduate degree or equivalent combination of training and experience

Benefits

• Flexible working arrangements
• Professional development opportunities