Director, Program Management - Brokerage Modernization

Westlake, TX, US • Posted 4 days ago • Updated 5 hours ago

Contract W2

On-site

Eliassen Group

Fitment

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Job Details

Skills

Asset Management
Distribution
User Experience
Life Insurance
Program Management
FOCUS
Retail
Business-to-business
Project Planning
Trading
Roadmaps
Performance Metrics
Optimization
Data Flow
Data Governance
Management
Change Control
Legal
Collaboration
Innovation
Continuous Improvement
Leadership
Mentorship
Software Development
Quality Assurance
Cloud Computing
Migration
Agile
Waterfall
Communication
Financial Services
Brokerage
Business Analysis
Business Analytics
PMP
PMBOK
SAFE
Statistical Process Control
Screening
Artificial Intelligence
Recruiting
Taxes
Insurance
Law
Management Consulting
Finance
Regulatory Compliance

Summary

Description:
Hybrid in Westlake, TX

Our client is a leading financial services organization serving individuals and institutions through a broad set of investment and brokerage solutions. The company operates nationwide with major hubs across the United States and partners with global teams. It emphasizes stability, innovation, and client-centric service within personal investing, workplace investing, institutional services, asset management distribution, enterprise infrastructure, labs, corporate technology, and UX.

We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $55.00 to $75.00/hr. w2

Responsibilities:
Responsibilities

Lead end-to-end program management for large-scale, multi-year modernization initiatives across brokerage recordkeeping technology with a focus on strategic alerting and notification platforms serving B2B, B2C, and B2B2C.
Oversee project planning, execution, and delivery using Agile and hybrid methodologies tied to measurable outputs and business outcomes.
Manage cross-functional teams including internal stakeholders, external vendors, and business partners.
Serve as a liaison between business users such as trading desks, operations, and money movement, and technology teams.
Advise senior leadership through executive updates, roadmaps, and performance metrics.
Drive alignment across organizations to support prioritization and resource optimization.
Partner with enterprise architects to align modernization with target-state architecture and integration strategies across legacy and modern platforms.
Ensure seamless data flow and service interoperability across platforms.
Facilitate data strategy and governance compliance in collaboration with business SMEs, technology teams, and data governance councils.
Establish and maintain governance frameworks, risk and dependency management, and change control processes.
Identify, track, and mitigate program risks and critical path dependencies.
Collaborate with legal, risk, and compliance teams to meet evolving regulatory requirements.
Understand product landscapes, capabilities, interaction points, and current and target-state architecture.
Foster collaboration, innovation, and continuous improvement across program teams.
Provide leadership and mentorship to project managers, analysts, enablement leads, and delivery leads.

Experience Requirements:
Experience Requirements

10+ years in software development with at least 5 years as a project or program manager delivering across analysis, development, and QA.
Proven success leading enterprise-wide programs with complex interdependencies and stakeholders.
Experience with cloud migration, digital transformation, and platform modernization.
Strong background with Agile and waterfall methodologies.
Experience influencing and collaborating in matrix-managed environments and across diverse groups.
Demonstrated ability to take initiative, drive decisions, and navigate ambiguity.
Proactive and confident communication with strong ownership and follow-through.
Ability to communicate from C-suite to developers and business SMEs.
Influencing skills that extend beyond organizational boundaries.
Financial services experience with understanding of brokerage preferred.
Prior experience with the organization's environment preferred.
Certifications such as PMP, PMI-ACP, or SAFe Program Consultant preferred.

Education Requirements:
Education Requirements

BA or BS degree.
PMP certification preferred.
PMI-ACP certification preferred.
SAFe Program Consultant (SPC) certification preferred.

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (, ) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact .

About Eliassen Group:

Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

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: cxelisen
Position Id: a1WUQ0000016xcj2AA
Posted 4 days ago

Company Info

About Eliassen Group

Eliassen Group is a leading strategic consulting company that provides business and IT services for our clients as they seek to transform and execute strategies that will drive exceptional outcomes. Leveraging over 30 years of success, we focus on professional services, talent solutions, and life sciences. Eliassen Group offers local community presence and deep networks. We are committed to positively impacting the lives of our employees, clients, consultants, and the communities in which we operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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