Program Manager/ Project Manager

Miami, FL, US • Posted 4 days ago • Updated 29 minutes ago
Full Time
Part Time
On-site
Fitment

Dice Job Match Score™

⭐ Evaluating experience...

Job Details

Skills

  • FOCUS
  • IT Service Management
  • Project Management
  • Wealth Management
  • Banking
  • Financial Services
  • Workflow
  • Onboarding
  • Regulatory Compliance
  • Reporting
  • Management
  • Customer Relationship Management (CRM)
  • Portfolio Management
  • Communication
  • Stakeholder Management
  • Presentations
  • Collaboration
  • Salesforce.com
  • Microsoft Azure
  • Microsoft Power BI
  • Data Governance
  • Analytics
  • PMP
  • Scrum
  • SANS

Summary

Job Title: Program Manager/ Project Manager

Location: Miami, Florida

Work Mode: On-site

Experience: 10+ years

Industry Focus: Wealth Management / Financial Services / IT Services & Analytics

Required Experience:

  • At least 12 years of experience in program or project management within Wealth Management, Private Banking, or Financial Services.
  • Strong understanding of advisor workflows, client onboarding, custodial processes, compliance, and reporting.
  • Experience managing multisystem programs involving CRM, portfolio management, data platforms, and digital tools.
  • Exceptional communication, stakeholder management, and executivelevel presentation skills.
  • Ability to work onsite and collaborate closely with business and technology teams.

Preferred

  • Experience with Salesforce, Azure, Power BI, or similar platforms.
  • Background in data governance, analytics, or digital transformation.
  • PMP, Scrum Master, or similar certification.
  • Prior experience working with RIAs, brokerdealers, or wealth management technology vendor



Thanks,

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 90884655
  • Position Id: OOJ - 8636-7661-1784216240
  • Posted 4 days ago
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