Senior Program Manager, DriveWealth

• This position requires broad experience with deep knowledge of product development processes, especially in finance and wealth management, to deliver end-to-end solutions in a highly regulated environment
• 7+ years of program management experience working with multiple cross-functional development teams in product engineering (full-stack)
• Demonstrated ability to plan, lead, and deliver large-scale and complex initiatives
• Ability to apply project management frameworks to the correct scenarios
• Succinct and clear communication skills (written, verbal, and presentation) with the ability to adjust style to suit the audience
• Detailed and actionable documentation skills
• Proficient with related software and collaboration tools (Jira, Confluence, G-Suite, Slack)
• Bachelor’s degree in a technical field or equivalent practical experience

Desirable

• You will be part of the Program Management Office, responsible for delivering products that impact millions of investors worldwide. As a Senior Program Manager and cross-functional leader, you will motivate the team and keep them focused on delivering results by cutting through the noise
• Teams want to work with you because you care about their success. Possible focus areas include APIs, investing products (FX, fixed income, etc.), and/or brokerage operations
• Plan, manage, and execute cross-functional programs of varying complexity while ensuring alignment with business strategy and guiding teams from development to end-user adoption
• Partner with product managers and engineering teams to integrate money movement functionalities, wealth management processes, and transaction handling while leading initiatives for account funding, withdrawals, escheatments, and IRA distributions
• Collaborate with engineering leads to develop project plans, estimate work efforts, identify dependencies, and allocate resources to deliver financial transaction and investment product capabilities
• Anticipate changes, manage risks related to financial transactions and regulatory compliance, and define priorities and deliverables while balancing trade-offs to ensure project success
• Provide clarity and actionable insights to teams and business leaders while driving critical decisions in money movement, escheatment processes, wealth management services, and compliance
• Ensure all product and service initiatives comply with financial regulations, including those governing money movement, escheatment processes, and wealth management