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.