Senior Onsite Program Manager - Wealth Management

Polestar Analytics

Miami (FL)

On-site

USD 140,000 - 180,000

Full time

14 days+

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Job summary

Polestar Analytics in Miami, FL is seeking an experienced Onsite Program Manager with 12+ years of program and project management in Wealth Management or Financial Services. You will partner with the CTO, coordinate business and technology teams, and drive large-scale strategic initiatives.

Responsibilities include leading end-to-end program delivery, maintaining plans and risks, and ensuring alignment with business priorities.

Qualifications

12+ years of experience in program or project management within Wealth Management, Private Banking, or Financial Services.
Strong understanding of advisor workflows, 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.
Serve as onsite liaison between business leaders, technology teams, and external vendors.