Program Manager

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Program Manager

Location: Remote

Overview

We are seeking experienced, business-focused Program Managers to support large-scale banking initiatives, with an immediate priority in the Wealth Management space. These roles are execution-oriented and focused on driving outcomes across complex business workstreams, particularly in environments involving organizational change, regulatory considerations, and operational readiness.

Strong banking experience is required; wealth management experience is a strong plus. These roles partner closely with business owners and Wealth leadership to ensure initiatives move from planning to delivery.

Key Responsibilities

• Lead and execute business-driven programs aligned to banking and wealth initiatives

• Partner with business owners and Wealth leadership to drive workstreams to completion (“get-it-done” focus)

• Support organizational change management activities, including business readiness, process changes, and operational transitions

• Analyze business impacts related to initiatives such as stop-sale decisions, Day 1 readiness, and regulatory or charter-driven constraints

• Coordinate cross-functional efforts (Legal, Operations, IT, Training, End Users) to ensure people, processes, and tools are ready

• Support acquisition or integration-related activities, including workforce enablement (e.g., equipment provisioning, access, and training)

• Create and maintain program documentation, plans, and status reporting using M365 and SharePoint

• Perform data analysis using Excel to support decision-making (e.g., reconciling data sources, identifying impacts, validating assumptions)

Required Qualifications

• Proven experience as a Program Manager in banking or financial services

• Strong business acumen with the ability to translate ambiguity into actionable plans

• Experience supporting or leading organizational change management initiatives

• Proficiency in Excel, including data reconciliation and lookups (e.g., VLOOKUP/XLOOKUP)

• Familiarity with M365 tools, particularly SharePoint

• Ability to operate independently in a structured PMO type environment

• Strong communication skills and comfort working directly with senior business stakeholders

Preferred Qualifications

• Wealth Management experience

• Experience supporting mergers, acquisitions, or major operational transformations

• Familiarity with regulatory or Day 1 readiness considerations in banking environments

• Comfort working in environments where technical teams exist, without being a technical PM

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