Program Manager (Wealth Management)
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Overview
Remote
On-site
Compensation
upto$57/hour
Job Description
Our client, a IT Services and Consulting company, is looking for a Program Manager (Wealth Management) for their Charlotte, NC location.Responsibilities:
- This role will lead program planning, requirements gathering, governance, stakeholder management, and delivery oversight while ensuring solutions align with Wealth Management business objectives.
- Act as the primary onsite liaison between business stakeholders and IT teams.
- Lead discovery sessions and gather business requirements; translate them into actionable deliverables.
- Manage end-to-end program planning, timelines, milestones, RAID logs, and status reporting.
- Facilitate governance meetings, steering committees, and project working sessions.
- Partner with architects and IT leads to align technical solutions with business needs.
- Identify and mitigate risks, dependencies, and delivery roadblocks.
- Oversee multiple concurrent projects and ensure consistent execution.
- Deliver executive-level communications and program updates.
- Support change management and adoption of new capabilities.
- 8+ years of Program/Project Management experience, preferably within Wealth Management or Financial Services.
- Strong techno-functional experience as a Business Analyst, Functional Consultant, or PM/BA.
- Expertise in Wealth Management domains including account onboarding, portfolio management, trading, advisory services, custody, reporting, and compliance.
- Proven experience leading requirement sessions and creating BRDs, functional specifications, and process flows.
- Strong knowledge of project governance, planning, scheduling, RAID management, and stakeholder communication.
- Experience collaborating with IT teams on architecture, integrations, data flows, and Agile/Waterfall/Hybrid delivery models.
- Excellent communication, stakeholder management, and executive presentation skills.
- Experience with Wealth Management platforms such as Pershing WOVE, SEI, or similar solutions.
- Strong Project/Program Management expertise.
- Exposure to Agentic AI initiatives and AI-enabled business solutions.
- 14.00 Years of Experience
- Category Name Required Importance Experience
- NA Agile Methodologies Yes 1
- QEA_NEW Wealth Management Yes 1
- Tech Program/Project Management Yes 1
- Technical Skills Business Analyst Yes 1
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Automate your job search with Sonara.
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FAQs About Program Manager (Wealth Management) Jobs at ICONMA, LLC
What is the work location for this position at ICONMA, LLC?
This job at ICONMA, LLC is located in Charlotte, NC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at ICONMA, LLC?
Candidates can expect a pay range of $57.14 (per hour).
What employment applies to this position at ICONMA, LLC?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at ICONMA, LLC?
You can apply for this role at ICONMA, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.