Technical Program Manager, Enterprise Platform

Corient empowers wealth management professionals. We are seeking a Technical Program Manager to lead platform delivery and integration across multiple enterprise systems.

• Own cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and Future Vault.
• Drive execution of platform roadmaps, major initiatives, and complex releases while protecting operational stability.
• Establish delivery cadences, decision forums, and escalation paths across technology and business teams.
• Proactively identify delivery risks, platform constraints, and downstream impacts.
• Manage change impacts to advisors, operations, and end users with clarity and discipline.
• Translate M&A integration complexity into executable plans across enterprise platforms.
• Coordinate platform readiness, sequencing, data migration timelines, and cutover planning.
• Ensure integrations align with target-state architecture, operating model, and risk posture.
• Drive mitigation plans and informed trade-offs with leadership.
• This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

• 5–10 years of experience in technical program management, delivery, or execution roles supporting enterprise platforms.
• Background in wealth management, asset management, fintech, or regulated financial services environments preferred.
• Experience managing vendor dependencies, platform constraints, and release cycles without defaulting to vendor support.
• Experience working directly with engineers, architects, security, and product leaders to resolve complex delivery issues.
• Exposure to multi-entity, multi-platform operating models at scale.
• Prior experience supporting advisor-facing or client-facing platforms strongly preferred.
• Hands-on experience supporting M&A integrations, system migrations, or large-scale operating-model change is a plus.

• Strong understanding of how CRM, portfolio management, accounting, and document management platforms interact within a wealth management or financial services environment.
• Direct, hands-on experience leading delivery for at least two of the following enterprise platforms:
  Addepar, Salesforce, Vestmark, Future Vault, Sage Intacct.
• Understands how integrations, data flows, and workflows interact across systems.
• Strong command of dependency management, risk mitigation, and execution trade-offs in platform-heavy environments.
• Exceptional ability to turn ambiguity into structured, actionable plans and comfortable driving outcomes without formal authority.
• Pragmatic approach to sequencing, trade-offs, and adoption.
• Clear, concise communicator with senior leaders and technical teams.
• Able to translate execution complexity into decision-ready narratives.

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $125,000 - $160,000 USD per year. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.

Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation,…