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Program Manager – Broker Dealer & Wealth Management
Location: Hybrid in either – Dallas, TX | St. Cloud, MN | Los Angeles, CA | San Diego, CA | Des Moines, IA
NOTE: Candidates need to have experience working in a Broker Dealer & Wealth Management environment.
Looking for a Program Manager to drive enterprise data & analytics initiatives within the broker-dealer, wealth management, or asset management industry. This role will lead cross-functional programs, align business and technology teams, and ensure compliance with governance and regulatory standards.
Must-Haves
- 7-10 years of program/project management experience (large, complex initiatives).
- 3-5 years leading data & analytics or technology programs.
- Strong background in financial services/wealth management/asset management.
- Expertise in data governance, data architecture, BI, and analytics.
- Executive-level communication and stakeholder management.
- Experience with Agile, Scrum, or hybrid delivery models.
- Proficiency with tools like Jira, Smartsheet, Airtable, Confluence, MS Project.
Nice-to-Haves
- Familiarity with Azure, Snowflake, Databricks.
- Knowledge of data privacy/compliance (SEC, FINRA, GDPR, CCPA).
- PMP, PgMP, or Agile certifications.
Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position.
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