Program Manager

Overview We are a distinguished independent financial services firm offering comprehensive global family office, wealth management, asset management, and strategic advisory services. As a Project Manager within Corporate Finance and Advisor Performance and Compensation, you will be instrumental in leading strategic initiatives, overseeing cross-functional projects, and ensuring smooth execution across technology, operations, and business units. This position requires a proactive leader with exceptional organizational capabilities, a collaborative approach, and extensive knowledge of financial services operations.

Responsibilities

Lead end-to-end program and project management for initiatives related to revenue and fee strategies, corporate finance, and advisor compensation, ensuring alignment with organizational goals.

Partner collaboratively with Finance, Operations, and Technology teams to define project scope, establish clear objectives, and determine key success metrics.

Develop comprehensive project plans and charters; proactively manage risks, issues, dependencies, and resources to ensure successful project delivery.

Oversee enhancements to financial reporting, compensation frameworks, and revenue and fee processes to drive business growth and operational efficiency.

Facilitate cross-functional meetings, monitor project milestones, and proactively identify and mitigate risks to maintain project momentum.

Supervise parallel testing and user acceptance testing (UAT) environments; ensure readiness for technology deployments and go-live activities.

Maintain thorough project documentation and deliver regular program status updates to senior leadership and key stakeholders.

Lead workshops, requirements gathering sessions, and status updates with senior stakeholders and business partners to ensure alignment and transparency.

Analyze financial and operational data to inform decision-making and identify opportunities to streamline processes and enhance performance.

Champion effective change management, communication, documentation, and governance throughout the project lifecycle.

Drive on-time project delivery with a disciplined approach to execution and a proactive problem-solving mindset.

Prepare executive-level reports and updates for leadership teams and steering committees, ensuring clear communication of program progress and outcomes.

Qualifications

Minimum of five years of project management experience in financial services, ideally within asset management or operations.

Demonstrated success managing complex, multi-stakeholder projects to fruition.

Comprehensive understanding of investment operations, compliance procedures, and financial data systems.

Proficiency with platforms such as DevOps, SEI, Bloomberg, Perform, Fundapps, and related tools.

Outstanding communication and stakeholder management skills, with the ability to influence across organizational boundaries.

Knowledge of AI-driven tools and data integration methodologies is advantageous.

Experience overseeing UI development, testing, and implementation.

Strong capabilities for both independent and collaborative work in evolving environments.

Exhibits critical thinking and a broad enterprise perspective.

7+ years of experience in Program or Project Management, ideally within Wealth Management, Asset Management, or Financial Services.

Strong knowledge of revenue and fee structures, corporate finance processes, financial reporting, and advisor/wealth management compensation models.

Demonstrated ability to manage large, cross-functional programs with competing priorities.

Exceptional communication, stakeholder management, and executive presentation skills.

Proficiency in project management tools and methodologies (Agile or Waterfall).

Ability to synthesize complex financial/operational information and translate it into actionable plans.

Highly organized, detail-oriented, and proactive, with strong analytical and problem-solving skills.

Qualifications and Experience

Minimum of five years of progressive project management experience in financial services, with a strong preference for expertise within asset management or operations.

Robust understanding of revenue and fee structures, corporate finance workflows, financial reporting, and advisor/wealth management compensation models.

Knowledge of industry platforms including DevOps, D365 GL, Alteryx, Jaccomo, Visio.

Familiarity with AI-driven solutions and data integration methodologies is highly advantageous.

Ability to excel independently and as part of a collaborative team within dynamic and evolving environments.

Strong critical thinking skills and an enterprise-wide perspective for strategic decision-making.

Demonstrated success in managing large-scale, cross-functional programs with competing priorities and deadlines.

Outstanding communication, stakeholder engagement, and executive presentation skills, with a talent for influencing and collaborating across all organizational levels.

Advanced proficiency in project management methodologies and tools, including Agile and Waterfall frameworks.

Proven track record in successfully leading and delivering complex, multi-stakeholder projects from initiation through completion; Ability to distill complex financial and operational data into clear, actionable strategies and plans.

Highly organized, detail-oriented, and proactive, with exceptional analytical and problem-solving capabilities.

Culture Fit We seek professionals who embrace the organization’s core values:

Dedication to quality and measurable impact.

Team-oriented collaboration and engagement.

Commitment to respectful, inclusive, and shared achievement.

Unwavering integrity, excellence, and client-centric service.

Intellectual curiosity and openness to innovation.

Effectiveness in transparent, accountable, and collaborative settings.

Adaptability and a proactive problem-solving mindset.

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