Program Manager

Job Title: Program Manager (Wealth Management)
Location: Onsite in Charlotte, NC
Duration: 12 Months
 
Job Summary

• Seeking an experienced Program Manager with a strong techno-functional Wealth Management background to serve as the key liaison between business stakeholders and IT delivery teams.
• This role will lead program planning, requirements gathering, governance, stakeholder management, and delivery oversight while ensuring solutions align with Wealth Management business objectives.

Key Responsibilities

• Act as the primary onsite liaison between business stakeholders and IT teams.
• Lead discovery sessions and gather business requirements; translate them into actionable deliverables.
• Manage end-to-end program planning, timelines, milestones, RAID logs, and status reporting.
• Facilitate governance meetings, steering committees, and project working sessions.
• Partner with architects and IT leads to align technical solutions with business needs.
• Identify and mitigate risks, dependencies, and delivery roadblocks.
• Oversee multiple concurrent projects and ensure consistent execution.
• Deliver executive-level communications and program updates.
• Support change management and adoption of new capabilities.

Required Qualifications

• 8+ years of Program/Project Management experience, preferably within Wealth Management or Financial Services.
• Strong techno-functional experience as a Business Analyst, Functional Consultant, or PM/BA.
• Expertise in Wealth Management domains including account onboarding, portfolio management, trading, advisory services, custody, reporting, and compliance.
• Proven experience leading requirement sessions and creating BRDs, functional specifications, and process flows.
• Strong knowledge of project governance, planning, scheduling, RAID management, and stakeholder communication.
• Experience collaborating with IT teams on architecture, integrations, data flows, and Agile/Waterfall/Hybrid delivery models.
• Excellent communication, stakeholder management, and executive presentation skills.

Preferred Skills

• Experience with Wealth Management platforms such as Pershing WOVE, SEI, or similar solutions.
• Strong Project/Program Management expertise.
• Exposure to Agentic AI initiatives and AI-enabled business solutions. 

Years of Experience:

• 14.00 Years of Experience