Program Manager

Ultimus LeverPoint Private Fund Solutions; Philadelphia (Philadelphia County); On-site; USD 120,000 - 150,000; Full time

Job summary

A financial services firm in Philadelphia is seeking a Program Manager to oversee enterprise-level programs aimed at enhancing operational scalability and client delivery. The ideal candidate will hold a Bachelor's degree and be certified (PMP, CFA, CAIA) with 10-15+ years of experience in asset servicing or fund administration. This role offers a significant opportunity to lead transformation initiatives and collaborate with various departments while ensuring high-quality service delivery to clients.

Qualifications

• 10–15+ years of experience in asset servicing, fund administration, or financial technology.
• Proven background managing enterprise-level transformation programs.
• Strong project management concepts and disciplines.

Responsibilities

• Lead cross-functional execution of high-impact initiatives.
• Define and manage the strategic program portfolio.
• Act as senior oversight for client-facing change programs.

Skills

Exceptional communication skills

Project management

Strategic thinking

Emotional intelligence

Analytical skills

Education

Bachelor's degree and professional certification (PMP, CFA, CAIA)

Advanced degree (MBA, MS Finance) preferred

Tools

Microsoft Office Suite

Investran, eFront, Yardi, Allvue, InvestOne, Geneva

Job description

Program Manager is a senior leader responsible for shaping and executing the strategic change agenda for Ultimus. This role oversees enterprise-level programs that enhance operational scalability, strengthen client delivery, modernize technology platforms, and ensure regulatory readiness across private equity, private credit, hedge funds, real assets, and other alternative investment structures. As a key partner to Executive Leadership, the Program Manager provides governance, strategic oversight, and disciplined execution across complex, multi-year transformation initiatives. This role will collaborate with external partners and across the organization with management, sales, relationship management, operations, technology, and other departments.

STRATEGIC LEADERSHIP & GOVERNANCE

• Define and manage the strategic program portfolio in alignment with business growth, operational efficiency, and client experience objectives.
• Establish enterprise governance frameworks, steering committees, and executive reporting protocols to support decision-making at senior levels.
• Serve as a trusted thought partner to senior leadership on transformation priorities, resource allocation, and risk mitigation.

ENTERPRISE PROGRAM DELIVERY

• Lead cross-functional execution of high-impact initiatives—system migrations, operating model redesigns, automation programs, regulatory change, product expansion, and large client transitions.
• Drive disciplined program management across all workstreams: financials, staffing, milestones, dependencies, and benefits realization.
• Ensure programs meet or exceed target outcomes, maintaining accountability for timelines, budget, and delivery quality.

CROSS-FUNCTIONAL ALIGNMENT & STAKEHOLDER MANAGEMENT

• Partner closely with Operations, Technology, Product, Risk & Compliance, Finance, and Client Relationship teams to ensure strategic alignment.
• Facilitate enterprise-level alignment on scope, priorities, and change impacts.
• Communicate complex program updates to executive audiences; synthesize issues, decisions, and recommendations clearly and persuasively.

OPERATIONAL & TECHNOLOGY TRANSFORMATION

• Lead modernization efforts across fund accounting, investor services, reporting, data management, and workflow automation.
• Oversee technology enablement initiatives—including core platform upgrades, integration programs, data strategy, and digital client experience enhancements.
• Sponsor continuous improvement efforts that streamline processes, eliminate operational friction, and enhance control frameworks.

CLIENT IMPACT & COMMERCIAL ENABLEMENT

• Act as senior oversight for client-facing change programs, including onboarding of strategic clients, platform migrations, and reporting transformation.
• Support client relationship teams in articulating program roadmap, client impacts, and value delivery.
• Ensure high-touch communication with clients during transformational events to protect service quality and satisfaction.

TALENT LEADERSHIP & ORGANIZATIONAL DEVELOPMENT

• Mentor and develop a team of program managers and project leads.
• Promote a culture of structured execution, transparency, and continuous improvement.
• Support hiring, talent assessment, and capability-building within the change management function.
• May perform other duties as required and assigned.

KNOWLEDGE

• Private equity funds, hedge funds, and other alternative fund product types - private fund industry
• Deep knowledge of alternative investment structures and fund administration
• Experience with industry-leading platforms (examples: Investran, eFront, Yardi, Allvue, InvestOne, Geneva, etc.).
• Strong project management concepts and disciplines.
• Microsoft Office Suite.

SKILLS AND ABILITIES

• Exceptional communication and executive-level presentation skills, with the ability to influence outcomes across senior leadership.
• Strategic thinker capable of connecting the dots between business objectives, operational realities, and technology enablement.
• High degree of emotional intelligence, diplomacy, and resilience.
• Capable of managing ambiguity and driving clarity in complex, multi-stakeholder environments.
• Excellent project management skills.
• Aligns associates with company values and goals.
• Plans and delegates the work of others.
• Motivates and inspires others.
• Assesses the performance of self and associates to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates and exercises personal integrity, responsibility, accountability, and good judgement.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

EDUCATION AND EXPERIENCE

• Bachelor's degree and professional certification (PMP, CFA, CAIA) required; advanced degree (MBA, MS Finance) and/or PgMP Certification preferred.
• 10–15+ years of experience in asset servicing, fund administration, investment operations, consulting, or financial technology.
• Proven background managing enterprise-level transformation programs within alternatives or private markets.
• Equivalent education, experience, and KSA’s will be considered.

PHYSICAL AND OTHER REQUIREMENTS

• At times, as business needs arise, associates are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job.
• The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
• The associate is regularly required to sit and stand.
• The associate must occasionally lift and/or move up to 10 lbs.
• Specific vision abilities are required within this position.
• Occasional travel (approximately 20% or less) may be required in this position.
• Occasional in person meetings at Ultimus offices and/or clients/prospective clients as required.
• Reasonable accommodation may be made to enable associates to perform the essential functions.