Program Manager
Job Description
We are seeking a Program Manager to support our Sales & Servicing Platform with a strong focus on Salesforce and related technologies. This highly visible role will help drive execution of a multi-year platform roadmap by partnering across technology, operations, compliance, and business teams to deliver scalable, advisor-centric solutions.
This is an ideal opportunity for a strategic program leader who thrives in complex environments, enjoys cross-functional collaboration, and is passionate about driving impactful technology initiatives.
Full-Time | Austin, TX Area | $145K–$155K Base Salary
Key Responsibilities
- Support execution of the Salesforce and advisor technology roadmap, translating strategy into structured programs and delivery plans.
- Drive alignment across business and technology teams to manage dependencies, priorities, and enterprise impact.
- Lead program governance, stakeholder collaboration, and cross-functional working sessions.
- Support vendor evaluations, onboarding, contract management, and delivery oversight.
- Oversee program planning, risk management, release coordination, and delivery tracking.
- Partner with technology and data teams on integrations, migrations, and operational readiness.
- Prepare executive-level updates, dashboards, and decision materials while proactively managing stakeholder expectations.
Qualifications
- 5+ years of experience in program management, technology delivery, business architecture, or technology strategy.
- Experience within financial services, wealth management, fintech, or regulated industries preferred.
- Experience managing enterprise programs within the Salesforce ecosystem.
- Strong organizational, communication, and stakeholder management skills.
- Familiarity with advisor-focused platforms such as CRM, workflow, compliance, trading, or billing systems.
- Experience with tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
- Proven ability to manage ambiguity, drive execution, and deliver scalable business solutions.
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