Strategic Investment Programs Manager

Sammons Financial Group Companies

West Des Moines (IA)

On-site

USD 95,311 - 158,851

Full time

14 days+

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Benefits offered by this job

Health coverage for you and family
ESOP and 401(k) enrollment
Generous paid time off

Job summary

Sammons Financial Group is seeking an experienced Program Manager to lead strategic initiatives and cross-functional programs across investment data, analytics, portfolio management, technology, and operations. You will partner with senior leaders to prioritize high-impact projects and ensure successful execution from ideation through implementation.

Role requires strong PM skills, excellent communication, and the ability to influence at multiple levels.

Qualifications

  • 5+ years' of progressively responsible experience in program management or project management.
  • Experience in financial services, asset management, or similarly regulated environments.
  • Experience coordinating complex cross-functional initiatives and communicating with senior leaders.
  • Experience supporting investment platforms, data & analytics, portfolio management or operational modernization.
  • Strong program and project management skills: scope, schedules, budgets, risks, dependencies, resources.
  • Proven ability to work independently, exercise judgment, and deliver results in a dynamic environment.
  • Excellent leadership, facilitation, negotiation, and stakeholder-management skills.
  • Strong analytical, strategic-thinking, problem-solving, and decision-support capabilities.

Responsibilities

  • Identify, evaluate, and prioritize high-impact strategic initiatives with senior leaders.
  • Plan and manage programs across investment data, analytics, portfolio management, technology, and related functions.
  • Coordinate cross-functional teams from ideation through implementation to achieve business outcomes.
  • Develop program plans, roadmaps, schedules, budgets, dependencies, action items, and resources.
  • Provide senior leadership with timely reporting on progress, risks, and decisions.
  • Facilitate governance meetings, scope decisions, and change management activities.
  • Support onboarding of investment managers and alignment across teams.
  • Assist with investments platforms, portfolio reporting, regulatory requirements, and product launches.

Skills

Program management
Cross-functional leadership
Stakeholder management
Risk management
Analytical thinking
Strategic planning
Communication
Decision making

Education

Bachelor's degree in finance or related field

Tools

Portfolio management tools
Data analytics tools

Job description

Sammons Financial Group is seeking an experienced Program Manager to lead strategic initiatives and cross-functional programs across investment data, analytics, portfolio management, technology, and operations. You will partner with senior leaders to prioritize high-impact projects and ensure successful execution from ideation through implementation.

Role requires strong PM skills, excellent communication, and the ability to influence at multiple levels.

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