Overview
On Site
USD 125,000.00 - 176,000.00 per year
Full Time
Skills
Private Equity
FOCUS
Organizational Skills
CHAOS
IT Management
Leadership
Workflow
Reporting
Risk Management
Return On Investment
Investments
Startups
Accountability
Project Management
Management
Mergers and Acquisitions
Communication
Documentation
Mathematics
Computer Science
Microsoft Project
Microsoft Azure
DevOps
Microsoft
Microsoft Office
Artificial Intelligence
Wealth Management
Forms
IDEA
Business Model
Sales
Collaboration
Finance
SAP BASIS
Job Details
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit
Summary:
We need a self-starter Program Manager who can operate with minimal management overhead and thrive in a fast-paced, startup-like environment. This role is hands-on, highly autonomous, and demands someone who can lead by organizing chaos into structure. The Program Manager will oversee IT programs, implementations, and integrations, working across multiple teams and external consultants. The right candidate will not hide behind process they will write clear, actionable plans, execute iteratively without unnecessary red tape, and align milestones and deliverables with project managers from both sides of the carve-out. This position reports directly to Senior IT leadership and requires 34 days a week in-office (Austin, TX preferred).
Essential Duties and Key Responsibilities:
Knowledge, Skills, and/or Abilities:
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $125,000 $176,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit
Summary:
We need a self-starter Program Manager who can operate with minimal management overhead and thrive in a fast-paced, startup-like environment. This role is hands-on, highly autonomous, and demands someone who can lead by organizing chaos into structure. The Program Manager will oversee IT programs, implementations, and integrations, working across multiple teams and external consultants. The right candidate will not hide behind process they will write clear, actionable plans, execute iteratively without unnecessary red tape, and align milestones and deliverables with project managers from both sides of the carve-out. This position reports directly to Senior IT leadership and requires 34 days a week in-office (Austin, TX preferred).
Essential Duties and Key Responsibilities:
- Develop and maintain written plans for execution, dependencies, and milestones.
- Align deliverables across consulting partners, internal stakeholders, and vendors.
- Drive IT integrations, system changes, and platform enhancements with urgency and precision.
- Balance hands-on delivery with leadership responsibilities; lead by example.
- Evaluate impacts of changes on workflows, data, and reporting; ensure alignment with business goals.
- Own program-level risk management and proactively resolve issues.
- Identify and execute opportunities to apply AI, automation, and digital workforce concepts to accelerate results.
- Demonstrate strong business and technical acumen by making ROI-driven decisions to optimize technology investments and outcomes.
- Operate in a startup atmosphere: high intensity, high accountability, roll up your sleeve's mindset.
Knowledge, Skills, and/or Abilities:
- Minimum of 710 years of program/project management experience.
- A self-starter with strong organizational and written communication skills.
- Demonstrated success managing M&A integrations or large-scale programs.
- Strong written communication and planning discipline; clear, structured documentation is a must.
- Proven ability to lead in a fast-moving, entrepreneurial environment.
- Bachelor's degree in Engineering, Math, Computer Science, Business, or a data-related field.
- Experience in Microsoft Project, Microsoft Planner, Power Apps, Azure DevOps, Microsoft Teams, Office Suite, and AI-powered automation tools preferred.
- Experience in Wealth Management is a strong plus.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $125,000 $176,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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.