Technical Program Manager
Location: NY or South Carolina, Duration: Full Time
Key Responsibilities
- Lead and manage complex, multi-faceted technology programs related to wealth management solutions, financial services platforms, and digital transformation initiatives.
- Develop and manage detailed program roadmaps, timelines, resource plans, and budgets.
- Coordinate cross-functional teams to ensure timely and successful delivery of program milestones.
- Monitor project progress and resolve any roadblocks or delays, adjusting timelines and resources as necessary.
- Act as the main point of contact for all program-related communication, ensuring all stakeholders are aligned on objectives, timelines, and deliverables.
Stakeholder Management
- Work closely with senior leadership, business units, product owners, and IT teams to define program objectives and deliverables that align with business goals.
- Translate business requirements into technical solutions, balancing stakeholder needs with technical constraints.
- Manage expectations and foster strong relationships with key internal and external stakeholders, ensuring transparency and continuous alignment.
Risk & Issue Management
- Proactively identify and mitigate risks, dependencies, and obstacles that could impact the program's success.
- Lead regular status meetings and escalations, tracking and resolving issues promptly.
- Ensure compliance with internal policies, regulations, and industry standards (e.g., GDPR, SEC, MiFID II, etc.).
Education & Experience
- Bachelor's degree in Computer Science, Engineering, Finance, or a related field (Master’s degree preferred).
- 10+ years of experience in technical program management or delivery lead roles, ideally within the wealth management, financial services, or fintech sectors.
- Proven experience leading complex, large-scale technology programs or initiatives in a highly regulated industry.
- Experience working with financial products, wealth management platforms, investment banking technologies, or asset management solutions is highly desirable.
- Strong understanding of the wealth management domain, including investment management, portfolio strategies, financial planning, and client relationship management tools.
- Hands-on experience with Agile methodologies (Scrum, Kanban) and project management tools (e.g., JIRA, Confluence, MS Project).
- Strong technical background with the ability to translate complex technical concepts into business-friendly language.
- Knowledge of financial regulations and compliance frameworks (e.g., MiFID II, Dodd-Frank, SEC regulations) is a plus.
- Exceptional communication and interpersonal skills, with the ability to engage with senior leadership and technical teams.
- Strong analytical, problem-solving, and decision-making skills, with a focus on delivering high-quality outcomes.
- Experience with cloud platforms (AWS, Azure), CRM/wealth management platforms, and APIs is a plus.
Certifications (Preferred)
- PMP (Project Management Professional) or equivalent project management certification.
- Scrum Master or Agile Certified Practitioner (ACP).
Best Regards,
Deepak Gulia
Sr. Talent Acquisition-USA
https://www.linkedin.com/in/deepak-gulia-308a2b9b/