Program Manager (Wealth Management)

Our client, a IT Services and Consulting company, is looking for a Program Manager (Wealth Management) for their Charlotte, NC location.
 
Responsibilities:

• This role will lead program planning, requirements gathering, governance, stakeholder management, and delivery oversight while ensuring solutions align with Wealth Management business objectives.
• Act as the primary onsite liaison between business stakeholders and IT teams.
• Lead discovery sessions and gather business requirements; translate them into actionable deliverables.
• Manage end-to-end program planning, timelines, milestones, RAID logs, and status reporting.
• Facilitate governance meetings, steering committees, and project working sessions.
• Partner with architects and IT leads to align technical solutions with business needs.
• Identify and mitigate risks, dependencies, and delivery roadblocks.
• Oversee multiple concurrent projects and ensure consistent execution.
• Deliver executive-level communications and program updates.
• Support change management and adoption of new capabilities.

• 8+ years of Program/Project Management experience, preferably within Wealth Management or Financial Services.
• Strong techno-functional experience as a Business Analyst, Functional Consultant, or PM/BA.
• Expertise in Wealth Management domains including account onboarding, portfolio management, trading, advisory services, custody, reporting, and compliance.
• Proven experience leading requirement sessions and creating BRDs, functional specifications, and process flows.
• Strong knowledge of project governance, planning, scheduling, RAID management, and stakeholder communication.
• Experience collaborating with IT teams on architecture, integrations, data flows, and Agile/Waterfall/Hybrid delivery models.
• Excellent communication, stakeholder management, and executive presentation skills.
• Experience with Wealth Management platforms such as Pershing WOVE, SEI, or similar solutions.
• Strong Project/Program Management expertise.
• Exposure to Agentic AI initiatives and AI-enabled business solutions.
• 14.00 Years of Experience

• Category                      Name                                                   Required          Importance            Experience
• NA                               Agile Methodologies                             Yes                  1
• QEA_NEW                   Wealth Management                             Yes                  1
• Tech                             Program/Project Management               Yes                  1
• Technical Skills            Business Analyst                                  Yes                  1

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities