Role Summary
Technical Program Managers play a vital role in shaping the future of financial services, collaborating closely with technology teams and business partners to create innovative client experiences. This position will serve as the Lead Technology Program Manager for a key growth initiative focused on enhancing Individual Investor (II) services. The primary focus for this initiative will be the development of a modern, scalable platform that streamlines product distribution, improves user experience, digitizes manual processes, and elevates brokerage services. This strategic effort is foundational for advancing retail brokerage and advice offerings, as well as supporting new partnership opportunities.
We will expect you to be agile / to lead / tothink outside the box. In return,we'llgive you challenging work that has animpact / opportunitiesto learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table-becausethat'show we help our clients succeed.This incumbentwill work across the organization to help define scope and business requirements as well as drive the milestone delivery while managing risk and change management processes that impact the overall program objectives.
Are you a leader who can provide direction through large teams of professionals and through other managers? Are you able to work with executives to build andexecute onkey business priorities? Do you strive to bring both a near and long-term perspective to your decisions? If so, we encourage you to apply.
Responsibilities
Demonstrates technical expertise to direct and provide guidance for a wide array of activities associated with planning and leading complex technology projects.Complete projects on time, within budget, and to client specifications
Supports work for more complex projects or a small technology program that is composed of several projects
Will lead a small team for specific project(s) or task(s)
Ensuring a lean-agile mind-set is applied to work projects.Helps project team membersandmakessuggestions to improve practices
Will manage and oversee project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, internal client management, relationship management, and other project documentation preparation and turnover to production for technology projects of low to medium complexity
Develops the budget and statement of work, including project justification and plan technology projects.Willbe responsible fordefining roles and responsibilities within the project team. Responsible for monitoring project financials andupdateplans withaccurate, up-to-date informationin a timely manner. Follows financial standards and processes (e.g., monthly external revenue accruals, procurement, and external payments)
Coordinates business SMEs and engineers to ensureprojectis appropriately staffed and resources are properly aligned and managed. Maintains regular contact with internal clients and coordinates and reports on project progress and accomplishments
Works with all required functions and groups to effectively plan and execute sizable projects
Working closely and developing relationships with a variety of business partners to ensure that all user story requirements are understood, documented, and met
Decomposes the most complex problems into discrete work units
Designs business workflows across a set ofapplicationor business domains
Breaking down and communicating to non-technical audiences various complex or vague problems, options, and recommended steps to address
Assistingin implementation of new processes including identification of risks and information gaps that must be addressed to ensure a successful outcome
Identifiesnon-obvious relationships and anomalies often overlooked by others, evolving a solution or decision asnew informationis gained
Balances strategic and pragmatic concerns when solving problems
Makes sound decisions with limited facts or resources
Will continuously look for process improvements
Leads and helps to influence discussions with the business on multiple options to help solve the root cause, including various trade-offs and recommended approach within a single large-scale business unit
Accountable for work of self and sometimes others, provides process and standards advice in area of specialtyand act as a resource for colleagues with less experience
Business Knowledge:
Demonstrates knowledge of Project Portfolio Management principals and technologies
Highlyself-motivated and able to thrive in an extremely fast-paced, ambiguous, and changing environment
Articulatesbusiness needs and translate them into technology solutions
Depending on functional alignment, understanding of the life cycle of the product to the client in Financial Services
Decisions show a focus on current and future business priorities, together with fiscal responsibility
Advanced knowledge of Asset Management, FinTech, Domain specific to DMS, Corporate, and/or Investments
Qualifications
Required:
Bachelor's/Master's Degree (or equivalent experience) and 8+ years of related Project/Program Management/Scrum Master experience
Experience supporting a digital development team(Front End Development team preferred)
PMP certification and/or Agile Scrum certification
Excellent verbal and written communication and skilled in stakeholder management
Experienced in facilitation of Roadmap Workshops, Scrum ofScrumsand program planningactivities
Experience running large-scale multi-disciplineefforts across people processes and technology with complex financial services organizations
Demonstrates an understanding of technology infrastructure and nuances, including testing, QA, production environment, test environment, engineering, etc
Isgrounded in the taxonomy of what isrequiredto successfully implement an Agile technology program or project
Abreast of many best-of-class technologies
Demonstrates technical acumen by providinga clear and concise explanation of business strategy, technical concepts, designs, or implementations to a non-technical audienceboth verbally and in writing
Communicates architectural vision to all parties involved in an initiative
Identifiesimpacts across teams and coordinates across senior levels to manage dependencies and potentially opposing priorities
Actively contributes to the application portfolio mind-set: what is out-of-date, build vs. buy, similar capabilities
Canidentifysystem/process/data impacts (upstream and downstream) and proposeappropriate alternatives/ remediation
Experience working with multiple projects simultaneously toidentify, document and manage dependencies and potentially competing priorities
Preferred:
Financial Services industryexperiencewith a preference for Asset Management
Knowledge of operations for the assigned business unit (i.e., Distribution, Investments, and/orCorporatefunctions)
FINRA Requirements
FINRA licenses arenotrequiredand willnotbe supported for this role
Work Flexibility
This role is eligible for hybrid work, with up to three days per week from home.