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 IC Program Manager
Builds
Wealth Management digital platforms and enhancements across Advisor, Workplace, and Direct channels
Domain
Financial Services / Wealth Management
Required skills
Program management, cross-functional execution, data analysis, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft SharePoint, stakeholder management
Responsibilities
Lead end-to-end program execution and translate strategy into integrated plans, Partner with Product, Technology, UX, Analytics, Risk/Controls, Legal, Compliance, and business channels to align scope and priorities, Synthesize updates into executive-ready progress and risk reports, Coordinate cross-functional teams to track actions and resolve blockers, Ensure appropriate controls and approvals are embedded in the delivery lifecycle, Manage delivery readiness including testing strategy and release planning, Serve as point person for ad-hoc requests and urgent issue mitigation, Maintain centralized documentation and delivery artifacts
Seniority
Senior, hands-on IC