Delivery Lead - Wealth management experience is a must.
Location Dallas : Hybrid role
Exp: 15+yrs
Large client: 100-150 resources
Someone who can do end to end logic. Understanding of Java Spring AWS cloud and Data AI ML is required.
Mix of working with Direct Wealth management Client and with IT services company.
Please mention how many projects and the size of projects you are managing
Position Overview:
We are seeking an experienced Technical Program Manager / Delivery Lead to join our Wealth Management team. In this role, you will drive the end-to-end delivery of technology programs and initiatives that enhance our wealth management and financial services offerings. This position requires a strong blend of technical expertise, program management experience, and a deep understanding of the financial services industry, particularly in wealth management, asset management, investment platforms, and regulatory compliance.
The successful candidate will work closely with cross-functional teams, including technology, business stakeholders, product managers, and external vendors, to deliver complex, high-impact solutions on time and within scope. You will be instrumental in leading large-scale programs, managing stakeholder expectations, mitigating risks, and ensuring the delivery of high-quality results.
Key Responsibilities:
- Program Delivery & Management:
- Lead and manage complex, multi-faceted technology programs related to wealth management solutions, financial services platforms, and digital transformation initiatives.
- Develop and manage detailed program roadmaps, timelines, resource plans, and budgets.
- Coordinate cross-functional teams to ensure timely and successful delivery of program milestones.
- Monitor project progress and resolve any roadblocks or delays, adjusting timelines and resources as necessary.
- Act as the main point of contact for all program-related communication, ensuring all stakeholders are aligned on objectives, timelines, and deliverables.
- Stakeholder Management:
- Work closely with senior leadership, business units, product owners, and IT teams to define program objectives and deliverables that align with business goals.
- Translate business requirements into technical solutions, balancing stakeholder needs with technical constraints.
- Manage expectations and foster strong relationships with key internal and external stakeholders, ensuring transparency and continuous alignment.
- Risk and Issue Management:
- Proactively identify and mitigate risks, dependencies, and obstacles that could impact the program''s success.
- Lead regular status meetings and escalations, tracking and resolving issues promptly.
- Ensure compliance with internal policies, regulations, and industry standards (e.g., GDPR, SEC, MiFID II, etc.).
- Team Leadership:
- Lead cross-functional teams including developers, QA engineers, analysts, and business stakeholders.
- Drive collaboration across teams, ensuring high levels of accountability, motivation, and performance.
- Foster a culture of continuous improvement, encouraging innovation and best practices in both technology and process.
- Technical Oversight:
- Provide technical guidance and direction for the implementation of complex financial systems, platforms, and integrations.
- Collaborate with engineering teams to ensure technical solutions are scalable, secure, and meet performance and regulatory requirements.
- Stay informed on emerging technologies and trends within wealth management and financial services to provide recommendations and insights that drive innovation.
- Quality Assurance and Delivery:
- Oversee the testing and validation processes to ensure all deliverables meet the defined quality standards and business requirements.
- Work closely with QA teams to create test plans, ensuring the end product is robust, reliable, and defect-free.
- Ensure all necessary documentation is created and maintained, including technical specifications, release notes, and training materials.
Qualifications:
Education & Experience:
- Bachelor''s degree in Computer Science, Engineering, Finance, or a related field (Master’s degree preferred).
- 10+ years of experience in technical program management or delivery lead roles, ideally within the wealth management, financial services, or fintech sectors.
- Proven experience leading complex, large-scale technology programs or initiatives in a highly regulated industry.
- Experience working with financial products, wealth management platforms, investment banking technologies, or asset management solutions is highly desirable.
Skills & Competencies:
- Strong understanding of the wealth management domain, including investment management, portfolio strategies, financial planning, and client relationship management tools.
- Hands-on experience with Agile methodologies (Scrum, Kanban) and project management tools (e.g., JIRA, Confluence, MS Project).
- Strong technical background with the ability to translate complex technical concepts into business-friendly language.
- Knowledge of financial regulations and compliance frameworks (e.g., MiFID II, Dodd-Frank, SEC regulations) is a plus.
- Exceptional communication and interpersonal skills, with the ability to engage with senior leadership and technical teams.
- Strong analytical, problem-solving, and decision-making skills, with a focus on delivering high-quality outcomes.
- Experience with cloud platforms (AWS, Azure), CRM/wealth management platforms, and APIs is a plus.
Certifications (Preferred):
- PMP (Project Management Professional) or equivalent project management certification.
- Scrum Master or Agile Certified Practitioner (ACP).
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