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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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Program Manager/ Project Manager

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