Lead end-to-end delivery of large, complex strategic programs, ensuring alignment to business objectives, regulatory considerations, and client outcomes within a financial services environment.
Shape program strategy by developing business cases, defining multi-year roadmaps, and recommending investment priorities informed by data, market trends, and competitive dynamics.
Develop and manage integrated program plans, including scope, timelines, budgets, and resources, while coordinating across multiple workstreams and functions to ensure seamless execution.
Establish and lead program governance, engaging senior stakeholders and executives to drive alignment, enable effective decision-making, and maintain transparency on progress and risks.
Proactively identify, assess, and mitigate risks, issues, and dependencies, demonstrating sound judgment and adaptability in complex, fast-paced, and ambiguous environments.
Monitor program performance, including financials, KPIs, and adoption metrics, and drive continuous improvement to ensure delivery of expected value and quality outcomes.
Strengthen organizational capabilities by promoting best practices, coaching teams, and enhancing program management methodologies, tools, and standards.

Bachelor's degree or the equivalent combination of education and relevant experience
8+ years of total relevant work experience
Preferred experience in a consultant and/or strategic planning role
Experience in Financial Services/Wealth Management industry a plus
Large-scale Project Management experience
Experience in managing successful relationships with senior leaders, cross-functional partners, and vendors
Strong project management and organizational skills; ability to successfully manage multiple projects simultaneously
Strong analytical skills and ability to think strategically and creatively
Proven ability to research, identify, interpret, and prioritize market needs
Experience in developing business cases and influencing change initiatives
Effective presentation and influencing skills, including strong written and verbal communication skills
Strong interpersonal skills
Works well in a collaborative, team-based environment
Demonstrated ability of successfully dealing with ambiguity and creating partnerships across business areas
Proven ability to navigate across organizations and develop partnerships along with gaining buy-in for strategic proposals
Demonstrated ability to build consensus at all levels
Ability to work effectively with a variety of functional areas: Advisory, Sales, Operations, Marketing, Client Experience, Service and Shared Services

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Program Manager – Individual Investors

Key skills