Vice President – Wealth Program Manager

Fynetra; Boston (MA); Hybrid; USD 130,000 - 170,000; Full time

Job summary

Fynetra is seeking a strategic transformation leader to drive initiatives within its Wealth platform in Boston. The role demands an ambitious individual with 10–15 years of relevant experience, especially in wealth or asset management.

You will own transformation initiatives, build a comprehensive roadmap, and work with senior leadership to influence change. This hybrid position requires a hands-on approach and the ability to develop a high-quality delivery team over time.

Qualifications

• 10–15 years of experience in Financial Services or Consulting, specifically in wealth or asset management.
• Ability to influence senior stakeholders and work in a dynamic environment.
• Familiarity with certifications like PMP, Lean Six Sigma, or ADKAR is a plus.

Responsibilities

• Own a portfolio of transformation initiatives across the Wealth business.
• Build a 3-year roadmap covering process, operating model, and technology evolution.
• Drive change management to ensure initiatives are implemented successfully.

Skills

Financial Services experience

Transformation expertise

Proactive problem solving

Strong communication

Process improvement

Job description

asset-management, project-management, Wealth Management, Change & Transformation

Perm

Hybrid

We’re supporting a high-growth investment firm building out its Wealth platform in Boston.

This is a genuine build role.

Not a “keep the lights on” corporate position. Not a team where everything is already defined, resourced, and automated.

This is for someone who wants to shape something, not just inherit it.

You’ll work closely with senior leadership to design and deliver strategic initiatives across operations, process, technology, and change — helping scale a growing Wealth business over the next 3+ years.

It’s suited to someone who is ambitious, hands-on, and comfortable rolling up their sleeves while still operating at VP level.

What you’ll be doing

• Owning a portfolio of transformation initiatives across the Wealth business
• Building a 3-year roadmap covering process, operating model, and technology evolution
• Identifying where automation and digital tools can genuinely improve how the business runs
• Driving change management so initiatives actually stick (not just get delivered)
• Working directly with senior stakeholders across Wealth, Operations, Technology, and Product
• Helping build and develop a small, high-quality delivery team over time

What they’re looking for

• 10–15 years’ experience in Financial Services or Consulting (wealth / asset management IS A MUST)
• Strong background in transformation, process improvement, or technology-enabled change
• Comfortable operating in an environment that’s still evolving
• Someone proactive, commercial, and solutions-focused
• Strong communicator who can influence senior stakeholders
• Process-driven, but pragmatic
• Experience running multiple initiatives in parallel

Certifications like PMP / Lean Six Sigma / ADKAR are a plus, not a requirement.