Project Manager

Job#: 3024618

Job Description:

Job Overview:

We are seeking an experienced Program Manager for the strategic execution of our clients Digital Enablement Program. The role is critical to achieving our ambitious goals of flipping the service model from predominantly human-assisted to digital-led support while driving cost-to-serve value capture. The successful candidate will orchestrate complex, cross-functional initiatives including an AI Chat Bot, transformation of our clients knowledge management platforms, in-product contextual help solutions, and holistic digital transformation efforts that will fundamentally reshape how financial advisors interact with the service organization.

Responsibilities:

Drive execution of the Digital Enablement Program's initiatives and core workstreams

Develop and maintain program roadmaps that balance immediate needs with transformational thinking across a 3-year horizon

Present strategic program updates to Service & Supervision executives, focusing on outcomes, learnings, and strategic pivots

Transform complex technical implementations into clear business narratives that resonate with senior leadership

Drive achievement of critical OKRs and KPIs, developing the capabilities to track, set targets, and monitor

Lead business readiness initiatives impacting 1,000+ service representatives and 35,000+ financial advisors

Develop adoption strategies that address proficiency gaps and diverse target audience segments

Partner with Learning & Development to create scalable training programs and AI-driven adaptive learning pathways

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

Bachelor's degree required;

5+ years of program management experience leading enterprise-scale digital transformation initiatives

Experience in financial services, preferably wealth management and broker-dealer operation Required

Core Competencies:

Solid understanding of conversational AI, knowledge management systems, and digital adoption strategies

Experience with Agile, SAFe methodologies and PI planning processes

Familiarity with service center operations, call center technologies, and CRM platforms

Working knowledge of GenAI applications in customer service (LLMs, intent recognition, automated workflows)

Preferences:

MBA or relevant advanced degree preferred

PMP, Agile, or similar project management certification

Background in implementing AI/ML solutions at enterprise scale

Experience with practice management optimization in wealth management

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.