Program Manager-Wealth; Data & Analytics

The Onsite Program Manager will work closely with the CTO and serve as the primary point of coordination between the technology, business teams, and external partners.

• Lead end‑to‑end delivery of strategic programs across advisor platforms, client onboarding, data modernization, reporting, compliance, and digital experience.
• Develop and maintain program plans, timelines, milestones, and risk registers.
• Coordinate cross‑functional teams including Product, Engineering, Operations, Compliance, and Data.
• Ensure programs are delivered on time, within scope, and aligned with business priorities.

• Serve as the onsite liaison between business leaders, technology teams, and external vendors.
• Facilitate executive updates, steering committee meetings, and program reviews.
• Translate business needs into actionable requirements and ensure clear communication across teams.
• Build strong relationships with advisors, branch leadership, and operations teams to understand pain points and opportunities.

• Oversee integration and enhancement of core systems such as CRM (Salesforce), Portfolio Management, Trading, Reporting, Financial Planning, Data Platforms, and Compliance tools.
• Partner with Data Engineering teams to ensure data quality, lineage, governance, and availability for analytics.
• Support rollout of new tools, workflows, and digital capabilities across advisor and operations teams.

• Identify operational inefficiencies and drive process optimization initiatives.
• Lead change management efforts including training, communication, and adoption strategies.
• Ensure new processes and systems are embedded effectively across the organization.
• Manage relationships with technology vendors, implementation partners, and platform providers.
• Oversee delivery quality, timelines, and contractual commitments.
• Ensure alignment between vendor roadmaps and internal priorities.

• At least 12 years of experience in program or project management within Wealth Management, Private Banking, or Financial Services.
• Strong understanding of advisor workflows, client onboarding, custodial processes, compliance, and reporting.
• Experience managing multi‑system programs involving CRM, portfolio management, data platforms, and digital tools.
• Exceptional communication, stakeholder management, and executive‑level presentation skills.
• Ability to work onsite and collaborate closely with business and technology teams.

• Experience with Salesforce, Azure, Power BI, or similar platforms.
• Background in data governance, analytics, or digital transformation.
• PMP, Scrum Master, or similar certification.
• Prior experience working with RIAs, broker‑dealers, or wealth management technology vendors.