Senior Enterprise Transformation Lead

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

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.