Wealth Management Platform Manager - Assistant Vice President
Core
Program Manager leading end-to-end execution for Wealth Management Platform initiatives, translating strategy into integrated plans and measurable outcomes.
Role type
Senior IC Program Manager (Financial Services)
Builds
Unified digital experiences for Wealth Management platforms across Advisor, Workplace, and Direct channels
Domain
Financial Services / Wealth Management / Technology Delivery
Deliverable
product features
Required skills
Program management, cross-functional execution, data analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft SharePoint, stakeholder management, risk monitoring, scope management, budgetary tracking, management reporting
Preferred skills
Product management, technology delivery, consulting experience
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft SharePoint, Microsoft Project
Responsibilities
Lead end-to-end program execution for WM Platforms initiatives; Partner with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance, and business channels to align scope and priorities; Synthesize updates into executive-ready progress, risk, and issue reports; Drive day-to-day delivery rigor by coordinating cross-functional teams and resolving blockers; Partner with Risk, Legal, and Compliance to embed controls and approvals; Manage delivery readiness across testing, release planning, and business launch; Serve as point person for ad-hoc requests and urgent issue mitigation; Maintain centralized documentation and delivery artifacts in Teams.
Seniority
Senior, hands-on IC