Senior Delivery Lead – Technology

• Leads and coordinates routines to support delivery of large programs, such as kick-offs, status reviews, stakeholder meetings, change controls, and tollgates
• Broadens relationships with business and technology leaders across multiple organizations, as well as Compliance and Risk
• Establishes target outcomes in partnership with stakeholders and leaders
• Tracks success metrics and provides status updates to stakeholders and leadership pertaining to the target outcomes, delivery, performance, risks, issues, and schedule
• Collaborates with sponsors and stakeholders to ensure that execution is aligned with deliverable requirements
• Manages program financials and supports resource planning
• Ensures adherence with Enterprise Change Management standards
• Partner closely with senior Wealth Management stakeholders to drive strategic conversations, ensuring delivery aligns with business priorities and regulatory requirements.
• Translate business vision into actionable technology roadmaps, managing cross-functional teams across product, engineering, compliance, and operations.
• Facilitate executive-level engagement and governance, providing clear, concise updates and driving alignment across senior leadership.
• Proactively manage risks, dependencies, and escalations, maintaining transparency and momentum across delivery work streams.
• Foster a culture of excellence in communication, stakeholder management, and delivery execution.
• Scrum Master is responsible for facilitating scrum ceremony and acting as a coach for delivery teams within Agile practice, including classic Scrum and Scaled Agile Framework.

• Bachelor’s degree in Computer Science, Engineering, Business, or related field or equivalent work experience
• 10+ years of experience in technology delivery or program management, ideally within financial services or Wealth Management.
• Strong understanding of Agile, Scrum, and Scaled Agile Framework
• Proven success in delivering enterprise-scale platforms involving content management, digital enablement, or advisor tools.
• Excellent communication, leadership, and stakeholder management skills.
• Experience with tools such as Jira, Confluence and MS Project
• Familiarity with Agile and hybrid delivery methodologies, and experience managing vendor and platform partnerships.
• Previous experience with Seismic and/or Salesforce is a strong plus, especially in the context of advisor enablement and content distribution.

Demonstrates expertise in program management and technology delivery within financial services, with a strong focus on Agile methodologies and stakeholder engagement. Proven ability to translate business vision into actionable technology roadmaps while managing risks and ensuring alignment with regulatory requirements.

• Agile Methodologies
• Program Management
• Stakeholder Management
• Jira
• Scrum Master

• Program Management
• Agile
• Scrum
• Scaled Agile Framework
• Technology Delivery
• Content Management
• Digital Enablement
• Advisor Tools
• Risk Management
• Vendor Management

• Communication
• Leadership
• Stakeholder Engagement
• Collaboration
• Problem-Solving

• Financial Services
• Wealth Management
• Enterprise Change Management
• Compliance
• Risk

• Jira
• Confluence
• MS Project
• Seismic
• Salesforce