Onsite Program Manager – Wealth Management & Financial Services
Position Summary
We 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. In this high-impact role, you will work closely with the CTO and act as the primary liaison between business stakeholders, technology teams, and external partners. The ideal candidate will drive large-scale strategic initiatives, digital transformation, and cross-functional program delivery while ensuring absolute alignment with business objectives.
Job Details
- Job Type: Full-time
- Location: Miami,FL– 100% Onsite
- Schedule: Monday to Friday
Key Responsibilities
Strategic Program Delivery
- Lead end‑to‑end delivery of strategic programs across advisor platforms, client onboarding, data modernization, reporting, compliance, and digital experience.
- Develop and maintain robust program plans, timelines, milestones, and risk registers.
- Coordinate cross‑functional teams across Product, Engineering, Operations, Compliance, and Data.
- Ensure all programs are delivered on time, within scope, and aligned with core business priorities.
Stakeholder & Vendor Management
- Serve as the key onsite liaison between business leaders, technology teams, and external vendors.
- Facilitate executive updates, steering committee meetings, and regular program reviews.
- Translate complex business needs into actionable technical requirements and ensure clear communication across teams.
- Build strong relationships with advisors, branch leadership, and operations teams to identify and address pain points.
- Oversee technology vendors and implementation partners, ensuring delivery quality, timelines, and contractual commitments align with internal priorities.
Operational & Technology Alignment
- Oversee the integration and enhancement of core systems, including 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 the seamless rollout of new tools, workflows, and digital capabilities across advisor and operations teams.
Process Improvement & Change Management
- Identify operational inefficiencies and drive process optimization initiatives.
- Lead change management efforts, including training, communication, and system adoption strategies.
- Ensure new processes and systems are embedded effectively across the organization.
Qualifications & ExperienceRequired:
- Minimum 12 years of project or program management experience strictly within Wealth Management, Private Banking, or Financial Services.
- Deep understanding of advisor workflows, client onboarding, custodial processes, compliance, and reporting.
- Proven track record managing multi‑system programs involving CRMs, portfolio management systems, data platforms, and digital tools.
- Exceptional communication, interpersonal, and executive‑level presentation skills.
- Strong analytical mindset, problem-solving capabilities, and sharp attention to detail.
- Ability to work onsite full-time and collaborate closely with executive leadership.
Preferred:
- Hands-on experience with Salesforce, Azure, or Power BI.
- A strong background in data governance, analytics, or large-scale digital transformation.
- PMP, Scrum Master, or similar professional project management certifications.
- Prior experience working directly with RIAs, broker‑dealers, or wealth management technology vendors.
Pay: $50.00 - $60.00 per hour
Work Location: In person
