CareerPlan

Director, Platform Programs

Remote, USAFull-time2026-10-20 → 2026-11-10

Core

Rebuilding the Platform organization's operating model to ensure transformation lands, owning roadmap planning, end-to-end development processes, execution, and shared platform utilities.

Role type

Director, Platform Programs (Senior IC / Operating Lead)

Builds

Modern Platform organization operating systems, cadences, and discipline for a financial advisory firm.

Domain

Financial Services / Technology Operations

Required skills

PMO leadership, building operating models from scratch, agile product delivery, intake and prioritization frameworks, planning cadences, sizing and estimation, executive facilitation, budget tracking, cross-functional coordination, data fluency

Preferred skills

Experience in transformation, executive reporting, stakeholder management

Technologies

Agile tools, budgeting systems, data dashboards

Responsibilities

Own quarterly and annual roadmap planning; design and run the end-to-end development process; manage budget and resource allocation; define and track platform metrics; act as the primary conduit between the Platform org and central functions.

Seniority

Director, strategic execution & mentorship