Own end-to-end program delivery for a portfolio of enterprise wealth management clients — from kickoff through go-live and into steady-state.
Serve as the primary escalation point for client issues, coordinating across internal teams (product, engineering, support) to resolve problems quickly and transparently.
Build and execute project plans, defining program scope, objectives, success metrics, accounting for competing timelines, resource constraints, and shifting client priorities — keeping stakeholders informed at every turn.
Drive strong delivery execution by anticipating, identifying, and mitigating program risks before they become incidents, and identifying dependencies; communicating clearly to executive-level stakeholders on both sides.
Leverage your financial domain knowledge to understand client problems at a business level — not just a ticket level — and drive outcomes that matter to wealth management operations.
Define and maintain delivery strategy, milestones, success criteria and key risks, aligned with the overall delivery roadmap.
Define and maintain detailed program plans, status reporting, facilitate regular program meetings, executive updates, and maintain rigorous oversight of the program/project plans, ensuring timelines, milestones and dependencies are consistently up to date.
Run structured feedback loops with clients to capture insights, drive continuous improvement, and feed learnings back into d1g1t's program methodology.
Partner with functional leaders internally to align on priorities, adjust work queues, and ensure client commitments are met without burning out the teams behind them.
Contribute continuously to the enhancement of the program management practices and governance frameworks.
Requirements
7+ years in enterprise client relationship management or large-scale IT program management — ideally within a financial institution or fintech environment.
Deep familiarity with wealth or portfolio management as a domain: you understand the business problems your clients are trying to solve, not just the software they're implementing.
Active PMP certification and a strong working knowledge of the SDLC — you're as comfortable in a sprint review as you are in a client QBR.
A track record of delivering complex, multi-stakeholder projects on time, on budget, and within scope, even when priorities shift mid-stream.
Exceptional communication skills: you can explain a complex technical risk to a CFO without jargon, and explain a client's business constraint to an engineering team without losing the nuance.
Proficiency in modern project management tools (Asana, Notion, Slack) and the discipline to keep them current.
Emotional intelligence, with the ability to build trust and maintain effective relationships across diverse stakeholder groups.
Exhibits self-awareness and composure under pressure, effectively navigating conflict, providing balanced, thoughtful resolution while maintaining team alignment.
Tech Stack
PMP
SDLC
Benefits
Competitive compensation with performance bonus and comprehensive healthcare benefits.
Hybrid-first work policy: primarily remote with 2 days/week in-office.
Ability to work abroad for up to 2 months per year (conditions apply).
Fitness & wellness credit, continuing education allowance, and an Employee & Family Assistance Program.
A genuinely collaborative culture at a fast-growing fintech where your instincts on process and client experience will actually get implemented.