Lead Technology Program Manager

A primary focus in 2026 for the league will be the Brokerage 1st program.  This strategic initiative is foundational to advancing our II Retail Brokerage, Advice (Retire Inc, upcoming Hybrid Advice priorities), and most recently Goldman wealth management partnership.  Brokerage First will deliver a modern, scalable platform that streamlines product distribution, improves user experience, digitizes manual processes, and elevates brokerage services.  Key workstreams this leader will oversee include projects such as recordkeeper transitions, implementing a new Customer Identity Program to reduce account fraud, revamping new account setup, optimizing IRA rollovers, distributions, and expanding digital self-service. 

We will expect you to be agile / to lead / to think outside the box. In return, we’ll give you challenging work that has an impact / opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that’s how we help our clients succeed.  This incumbent will 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 and execute on key 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 members and makes suggestions 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. Will be responsible for defining roles and responsibilities within the project team. Responsible for monitoring project financials and update plans with accurate, up-to-date information in a timely manner. Follows financial standards and processes (e.g., monthly external revenue accruals, procurement, and external payments)

• Coordinates business SMEs and engineers to ensure project is 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 of application or business domains

• Breaking down and communicating to non-technical audiences various complex or vague problems, options, and recommended steps to address

• Assisting in implementation of new processes including identification of risks and information gaps that must be addressed to ensure a successful outcome 

• Identifies non-obvious relationships and anomalies often overlooked by others, evolving a solution or decision as new information is 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 specialty and act as a resource for colleagues with less experience 

Business knowledge: 

• Demonstrates knowledge of Project Portfolio Management principals and technologies 

• Highly self-motivated and able to thrive in an extremely fast-paced, ambiguous, and changing environment

• Articulates business 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 of Scrums and program planning activities

• Experience running large-scale multi-discipline efforts 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

• Is grounded in the taxonomy of what is required to successfully implement an Agile technology program or project 

• Abreast of many best-of-class technologies 

• Demonstrates technical acumen by providing a clear and concise explanation of business strategy, technical concepts, designs, or implementations to a non-technical audience both verbally and in writing 

• Communicates architectural vision to all parties involved in an initiative 

• Identifies impacts 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

• Can identify system/process/data impacts (upstream and downstream) and propose appropriate alternatives/ remediation

• Experience working with multiple projects simultaneously to identify, document and manage dependencies and potentially competing priorities

Preferred: 

• Financial Services industry experience with a preference for Asset Management

• Knowledge of operations for the assigned business unit (i.e., Distribution, Investments, and/or Corporate functions)