Program ManagerInteractive Resources - iR • Austin, TX, United States
Program Manager
Interactive Resources - iR • Austin, TX, United States
17 days ago
Job type
- Full-time
Job descriptionCoordinate efforts across technology, operations, compliance, and business stakeholders to ensure initiatives are aligned and integrated. Lead planning sessions, requirements workshops, and executive readouts. Act as a central point of coordination and communication for senior stakeholders. Support evaluation, selection, and onboarding of third-party platforms and partners. Manage ongoing vendor relationships and contribute to contract and commercial discussions. Ensure external solutions align with internal standards, strategy, and operating model. Oversee program governance, including documentation, dependencies, risks, and resource planning. Partner with delivery teams on data migration, integrations, and platform rollouts. Proactively identify and mitigate risks, blockers, and delivery constraints. Prepare clear, concise updates for executive leadership. Provide visibility into progress, trade-offs, and outcomes. Bring forward recommendations and options to support timely, informed decisions. Bachelor’s degree in Business, Technology, Finance, or a related field (advanced degree a plus). 5+ years of experience in program management, portfolio management, business transformation, or technology strategy—ideally within financial services, wealth management, or a regulated environment. Strong experience working with collaboration and planning tools such as Microsoft 365, Confluence, Lucid, Figma, or similar. Demonstrated ability to manage multiple complex initiatives simultaneously. Excellent communication and stakeholder management skills, including comfort working with senior executives. Familiarity with advisor-facing platforms such as client portals, trading systems, compliance tools, billing, or CRM ecosystems. Proven ability to bridge strategy and execution, especially in environments involving third-party vendors and platforms. A mindset that is structured, collaborative, adaptable, and highly execution-oriented, with strong attention to detail and outcomes.
Our client is a growing financial services organization investing heavily in modernizing its advisor technology landscape. They are seeking a Program Manager to help orchestrate and deliver a portfolio of strategic initiatives focused on building a best-in-class, advisor-first technology ecosystem.
This is a highly visible role that sits at the intersection of business, technology, compliance, and operations. You will help translate long-term strategy into executable programs, ensure alignment across multiple teams, and drive consistent, high-quality delivery of complex initiatives that directly impact advisors and clients.
What You’ll Be Responsible For
Program & Portfolio Execution
- Partner with senior technology leadership to operationalize a multi-year advisor technology strategy and roadmap.
- Convert strategic priorities into well-structured programs with clear milestones, dependencies, and outcomes.
- Track progress across multiple workstreams and ensure delivery stays on time, on scope, and on budget.
Cross-Functional Leadership
Vendor & Platform Management
Delivery, Risk & Governance
Executive Communication & Decision Support
What Our Client Is Looking For
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Program Manager • Austin, TX, United States
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