Wealth Management Platform Manager - Assistant Vice President
Core
Program Manager leading end-to-end program execution for Wealth Management Platforms initiatives, coordinating cross-functional teams to drive delivery, risk monitoring, and reporting.
Role type
Senior Program Manager (PMO)
Builds
Wealth Management Platforms (digital experience, unified channels)
Domain
Financial Services / Wealth Management / Technology Delivery
Required skills
Program management, cross-functional execution, data analysis (Excel), executive reporting, stakeholder management, risk/compliance coordination, release planning
Preferred skills
Financial services experience, consulting background, technology delivery experience
Technologies
Microsoft Excel, PowerPoint, Word, Teams, SharePoint, Project
Responsibilities
Lead end-to-end program execution and translate strategy into integrated plans; Partner with Product, Technology, UX, Analytics, Risk, and Compliance to align scope and priorities; Synthesize updates into executive-ready progress and risk reports; Coordinate cross-functional teams to resolve blockers and ensure timely delivery; Manage delivery readiness including testing strategy and release planning; Serve as point person for urgent issue mitigation and ad-hoc requests; Maintain centralized documentation and delivery artifacts.
Seniority
Senior, hands-on IC