Program Manager
Core
Lead a program of work including product development, digital engagement, and retention initiatives for the Retirement Program.
Role type
Senior Program Manager (Wealth Management)
Builds
Product development initiatives, digital engagement tools, and retention programs for retirement services.
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Program management (Waterfall and Agile), stakeholder management up to executive levels, project governance, change control management, vendor selection and onboarding, financial planning, risk and issue management.
Preferred skills
Wealth Management industry experience.
Responsibilities
Prioritize and manage program initiatives to ensure delivery within timelines and budget; manage program-level reporting forums; document program materials for the Steering Group; act as first point of escalation for project managers; conduct regular reviews of project status, financials, risks, and issues; manage the change control process; execute quarterly and yearly planning; discover and kick off new initiatives.