Program Manager Managed Accounts
Core
Build governance, operating rhythm, and delivery discipline to execute a portfolio of strategic initiatives scaling the discretionary investment platform.
Role type
Senior Program Manager (Wealth Management)
Builds
Discretionary investment management services and next-generation technology-based investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Project management, program controls, executive communications, stakeholder management, change management, cross-functional coordination, complex program organization, time management, technology support, PowerPoint proficiency
Preferred skills
PMP or PgMP certification, CFA or CSC designation, experience with designations/certifications
Technologies
PowerPoint
Responsibilities
Establish structure and proactively manage portfolio of projects through strong project governance and control; Define complex business initiatives and provide end-to-end project management and coordination across stakeholder groups; Actively engage with project teams, working committees and external vendors; Program lead for the implementation of solutions to deliver exceptional client experiences, operational excellence and change management
Seniority
Senior, hands-on IC
