Onsite IT Program Manager – WealthTech & Data Modernization

Polestar Analytics; Miami (FL); On-site; USD 130,000 - 190,000; Full time

Job summary

Polestar Analytics is seeking an Onsite Program Manager to partner with the CTO and coordinate between technology, business teams, and external partners. You will lead end-to-end delivery across advisor platforms, client onboarding, data modernization, reporting, compliance, and digital experiences.

The role requires 12+ years in program management within Wealth Management or Financial Services, with strong communication and executive-presentations skills.

Qualifications

• 12+ years of experience in program or project management within Wealth Management, Private Banking, or Financial Services.
• Strong understanding of advisor workflows, client onboarding, custodial processes, compliance, and reporting.
• Experience managing multi-system programs involving CRM, portfolio management, data platforms, and digital tools.

Responsibilities

• Lead end-to-end delivery of strategic programs across advisor platforms, client onboarding, data modernization, reporting, compliance, and digital experience.
• Develop and maintain program plans, timelines, milestones, and risk registers.
• Coordinate cross-functional teams including Product, Engineering, Operations, Compliance, and Data.
• Ensure programs are delivered on time, within scope, and aligned with business priorities.

Skills

Program management

Stakeholder management

Executive communication

Onsite collaboration

Wealth management knowledge

Education

Bachelor's degree in a related field

Tools

Salesforce

Azure

Power BI

Job description

Polestar Analytics is seeking an Onsite Program Manager to partner with the CTO and coordinate between technology, business teams, and external partners. You will lead end-to-end delivery across advisor platforms, client onboarding, data modernization, reporting, compliance, and digital experiences.

The role requires 12+ years in program management within Wealth Management or Financial Services, with strong communication and executive-presentations skills.