Vice President, Lead Tech Program Mgmt
Core
Lead technology program management for Wealth Advisory initiatives, focusing on Unified Managed Accounts (UMA), Separately Managed Accounts (SMA), modernization, and legacy system integration.
Role type
Senior IC technology program manager
Builds
Financial advisor-based trading applications and strategic enhancements for UMA and SMA
Domain
Financial services / Wealth management technology
Required skills
Program planning and end-to-end delivery, Roadmap development (Agile/Waterfall), Risk and dependency management, SDLC, Data-driven reporting, Jira/Confluence/Microsoft Project, Cross-functional collaboration, Business acumen, Go-to-market coordination, Data interpretation and forecasting
Preferred skills
None stated
Technologies
Jira, Confluence, Microsoft Project, SharePoint, Microsoft Teams, Zoom, Mainframe, Private cloud
Responsibilities
Manage program initiatives for financial advisor-based trading applications, Support migration of legacy mainframe technology to modern private cloud, Facilitate cross-functional relationships to identify risks and manage dependencies, Lead road-mapping processes including gathering requirements, Drive technical strategy and coordinate engineering deliverables, Implement Agile methodologies
Seniority
Senior, hands-on IC