Director, Program Management – Brokerage Modernization

Our client is a leading financial services organization serving individuals and institutions through a broad set of investment and brokerage solutions. The company operates nationwide with major hubs across the United States and partners with global teams. It emphasizes stability, innovation, and client-centric service within personal investing, workplace investing, institutional services, asset management distribution, enterprise infrastructure, labs, corporate technology, and UX.

We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $55.00 to $75.00/hr. w2

• Lead end-to-end program management for large-scale, multi-year modernization initiatives across brokerage recordkeeping technology with a focus on strategic alerting and notification platforms serving B2B, B2C, and B2B2C.
• Oversee project planning, execution, and delivery using Agile and hybrid methodologies tied to measurable outputs and business outcomes.
• Manage cross-functional teams including internal stakeholders, external vendors, and business partners.
• Serve as a liaison between business users such as trading desks, operations, and money movement, and technology teams.
• Advise senior leadership through executive updates, roadmaps, and performance metrics.
• Drive alignment across organizations to support prioritization and resource optimization.
• Partner with enterprise architects to align modernization with target-state architecture and integration strategies across legacy and modern platforms.
• Ensure seamless data flow and service interoperability across platforms.
• Facilitate data strategy and governance compliance in collaboration with business SMEs, technology teams, and data governance councils.
• Establish and maintain governance frameworks, risk and dependency management, and change control processes.
• Identify, track, and mitigate program risks and critical path dependencies.
• Collaborate with legal, risk, and compliance teams to meet evolving regulatory requirements.
• Understand product landscapes, capabilities, interaction points, and current and target-state architecture.
• Foster collaboration, innovation, and continuous improvement across program teams.
• Provide leadership and mentorship to project managers, analysts, enablement leads, and delivery leads.

• 10+ years in software development with at least 5 years as a project or program manager delivering across analysis, development, and QA.
• Proven success leading enterprise-wide programs with complex interdependencies and stakeholders.
• Experience with cloud migration, digital transformation, and platform modernization.
• Strong background with Agile and waterfall methodologies.
• Experience influencing and collaborating in matrix-managed environments and across diverse groups.
• Demonstrated ability to take initiative, drive decisions, and navigate ambiguity.
• Proactive and confident communication with strong ownership and follow-through.
• Ability to communicate from C-suite to developers and business SMEs.
• Influencing skills that extend beyond organizational boundaries.
• Financial services experience with understanding of brokerage preferred.
• Prior experience with the organization’s environment preferred.
• Certifications such as PMP, PMI-ACP, or SAFe Program Consultant preferred.

• BA or BS degree.
• PMP certification preferred.
• PMI-ACP certification preferred.