AVP, Institution Program Management

Role Overview

• Develop and execute scalable programs that enable Client Success Managers to activate growth and retention priorities within institutional client relationships.
• Drive end-to-end program management, including planning, execution, communication, and performance tracking.
• Build strong, trusted relationships with cross-functional stakeholders to align priorities, remove obstacles, and ensure program success.

Requirements

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 6+ years of experience in program management within financial services, institutional (i.e. bank or credit union) client management, or a related function.
• 6+ years’ experience enabling frontline teams (e.g., Client Success, Sales, Relationship Management) through tools, programming, or playbooks.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off