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Program Manager – Data & Analytics | Broker-Dealer & Wealth Management
Location: Hybrid in Dallas, TX | St. Cloud, MN | Los Angeles, CA | San Diego, CA | Des Moines, IA
Overview
Seeking a strategic and data-driven Program Manager to lead enterprise-scale data and analytics initiatives within the broker-dealer and wealth management domain. This role will drive cross-functional programs that modernize data ecosystems, strengthen governance, and deliver actionable insights that power smarter business and client decisions.
Must-Have Qualifications
- 7-10 years of program or project management experience leading enterprise initiatives.
- 3-5 years of experience driving data & analytics or technology modernization programs.
- Proven background in broker-dealer, wealth management, or asset management environments.
- Strong understanding of data governance, data architecture, and BI ecosystems.
- Exceptional communication skills with the ability to influence senior stakeholders.
- Proficiency in Jira, Smartsheet, Airtable, Confluence, and MS Project.
Key Responsibilities
- Lead large, complex programs spanning data strategy, architecture, BI, and analytics initiatives.
- Partner with technology, data governance, and business leadership to align objectives and establish program roadmaps.
- Oversee execution across Agile or hybrid delivery models, ensuring milestones, budgets, and compliance targets are met.
- Manage stakeholder communication, steering committees, and executive reporting to ensure visibility and alignment.
- Enforce data governance, regulatory compliance (SEC/FINRA), and quality standards across systems and teams.
Nice-to-Haves
- Familiarity with Azure, Snowflake, or Databricks platforms.
- Knowledge of data privacy and compliance (SEC, FINRA, GDPR, CCPA).
- PMP, PgMP, or Agile certifications preferred.
Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position.
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