Program Manager / Project Manager

🚀 We're Hiring | Program Manager / Project Manager

📍 Location: Miami, FL (Onsite)

💼 Employment Type: Full-time

🏢 Industry: Wealth Management | Financial Services | Technology

Are you an experienced Program/Project Manager with a strong background in Wealth Management or Financial Services? We're looking for a strategic leader to drive enterprise initiatives, partner with senior executives, and lead cross-functional programs that improve advisor experience, operational efficiency, and digital transformation.

✅ Lead enterprise programs from planning through execution

✅ Collaborate with business leaders, technology teams, and external partners

✅ Drive digital transformation, data modernization, and process improvements

✅ Manage program timelines, risks, budgets, and stakeholder communications

✅ Support implementation of CRM, portfolio management, reporting, and data platforms

• ️ 10+ years of Program/Project Management experience
• ️ Background in Wealth Management, Private Banking, or Financial Services
• ️ Experience delivering large-scale technology and business transformation initiatives
• ️ Strong stakeholder management and executive communication skills
• ️ Knowledge of Salesforce, Azure, Power BI, or similar technologies is a plus
• ️ PMP, Scrum Master, or related certifications are preferred