Sr. Program Manager with strong Wealth Management Experience

Sr. Program Manager with strong Wealth Management Experience

Location: Oaks, PA

Type : Contract

 

Note: We need candidate who can work onsite from Day 1 (onsite Hybrid) 

 

Job Summary: We are seeking a highly skilled Program Manager with extensive knowledge of Wealth Management platforms to lead and oversee our wealth management initiatives. The ideal candidate will have a proven track record in managing complex programs, driving strategic initiatives, and delivering results in a fast-paced environment. This role requires a deep understanding of wealth management processes and the ability to collaborate with cross-functional teams to achieve business objectives.

 

Responsibilities:

• Lead the planning, execution, and delivery of wealth management programs, ensuring alignment with organizational goals.
• Collaborate with stakeholders to define program scope, objectives, and deliverables.
• Develop and maintain program documentation, including project plans, status reports, and risk management plans.
• Monitor program progress and performance, identifying and addressing any issues or risks that may arise.
• Facilitate communication between teams, ensuring all stakeholders are informed and engaged throughout the program lifecycle.
• Manage budgets and resources effectively to ensure successful program delivery.
• Provide leadership and mentorship to project teams, fostering a culture of collaboration and continuous improvement.
• Stay current with industry trends and best practices in wealth management to inform program strategies.

Mandatory Skills:

• In-depth knowledge of Wealth Management processes and platforms.
• Proven experience in program management, with a focus on wealth management initiatives.
• Strong leadership and team management skills.
• Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
• Proficiency in project management tools and methodologies.

Preferred Skills:

• Experience with Agile project management methodologies.
• Familiarity with financial regulations and compliance related to wealth management.
• Ability to analyze data and metrics to drive decision-making.
• Experience in change management and organizational transformation.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field; Master's degree preferred.
• 7-10 years of experience in program management, specifically within the wealth management sector.
• Relevant certifications (e.g., PMP, PgMP) are a plus.

Tekshapers is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.