Program Manager

Job DescriptionJob Title: Program Manager/ Project Manager\nLocation: Miami, Florida\nEmployment Type: Full-time\nWork Mode: On-site\nExperience: 10+ years\nIndustry Focus: Wealth Management / Financial Services / IT Services & Analytics\n\nPosition Summary\n\nWe are seeking an experienced Onsite Program Manager with 12+ years of experience in program and project management within Wealth Management, Private Banking, or Financial Services. The ideal candidate will work closely with the CTO and act as the primary liaison between business stakeholders, technology teams, and external partners. This role requires strong expertise in driving large-scale strategic initiatives, stakeholder management, digital transformation, and cross-functional program delivery while ensuring alignment with business objectives.\n\nStrategic Responsibilities\n\n\nLead end‑to‑end delivery of strategic programs across advisor platforms, client onboarding, data modernization, reporting, compliance, and digital experience.\nDevelop and maintain program plans, timelines, milestones, and risk registers.\nCoordinate cross‑functional teams including Product, Engineering, Operations, Compliance, and Data.\nEnsure programs are delivered on time, within scope, and aligned with business priorities.\n\n\nStakeholder Management\n\n\nServe as the onsite liaison between business leaders, technology teams, and external vendors.\nFacilitate executive updates, steering committee meetings, and program reviews.\nTranslate business needs into actionable requirements and ensure clear communication across teams.\nBuild strong relationships with advisors, branch leadership, and operations teams to understand pain points and opportunities.\n\n\nOperational & Technology Alignment\n\n\nOversee integration and enhancement of core systems such as CRM (Salesforce), Portfolio Management, Trading, Reporting, Financial Planning, Data Platforms, and Compliance tools.\nPartner with Data Engineering teams to ensure data quality, lineage, governance, and availability for analytics.\nSupport rollout of new tools, workflows, and digital capabilities across advisor and operations teams.\n\n\nProcess Improvement & Change Management\n\n\nIdentify operational inefficiencies and drive process optimization initiatives.\nLead change management efforts including training, communication, and adoption strategies.\nEnsure new processes and systems are embedded effectively across the organization.\n\n\nVendor & Partner Coordination\n\n\nManage relationships with technology vendors, implementation partners, and platform providers.\nOversee delivery quality, timelines, and contractual commitments.\nEnsure alignment between vendor roadmaps and internal priorities.\n\n\nRequired Experience:\n\n\nAt least 12 years of experience in program or project management within Wealth Management, Private Banking, or Financial Services.\nStrong understanding of advisor workflows, client onboarding, custodial processes, compliance, and reporting.\nExperience managing multi‑system programs involving CRM, portfolio management, data platforms, and digital tools.\nExceptional communication, stakeholder management, and executive‑level presentation skills.\nAbility to work onsite and collaborate closely with business and technology teams.\n\n\nPreferred\n\n\nExperience with Salesforce, Azure, Power BI, or similar platforms.\nBackground in data governance, analytics, or digital transformation.\nPMP, Scrum Master, or similar certification.\nPrior experience working with RIAs, broker‑dealers, or wealth management technology vendors.\n\n\n\nSoft Skills:\n\n\nExcellent leadership, communication, and interpersonal skills.\nStrong stakeholder management and relationship-building abilities.\nExceptional problem-solving and decision-making capabilities.\nAbility to manage multiple strategic initiatives simultaneously.\nStrong analytical mindset with attention to detail.\n\n