Technical Project Management Head for Wealth Operations

• Responsible for the delivery of technology Book of Work for wealth operations
• Own driving the launch of market leading advisor experiences and digital capabilities for our wealth operations meeting our customer needs
• Deliver customer-centric solutions and communications that enable clients to confidently manage their entire financial picture through easy-to-use tools, insights, content, offers, and recommendations
• Delivery of programs that provide for a growing digital presence and offerings for our wealth management customers
• Being a strategic partner to the Business and Technology heads to drive the wealth operations outcomes
• Ensuring well laid out roadmaps and execution plans for book of work
• Responsible for management and execution of operating model routines
• Obsess about building and shipping great products for our customers with excellence
• Manage from the front, prioritize, and drive the bigger mission forward by translating vision into results
• Drive disciplined execution with high quality and insist on high standards
• Lead your teams to deliver high quality products, services, and processes
• Drive innovation that people love and be boundary-less in seeking solutions
• Build and lead an organization with customer focus and effective communication
• Build and lead a team of TPM’s
• Partner with fellow TPM leaders to ensure alignment and standardization in ways of working
• Be a change agent
• Measure and improve efficiency and effectiveness of processes
• Transform the organization into one that drives speed to market and delivers value for our customers in an agile operating model
• Continue to improve the engineering culture across all tech functions
• Serve as an evangelist for the team and overall culture, both internally and externally
• Responsible for communicating business strategy and goals and how they align to the team’s work
• Provide transparent frequent updates, manage sponsor expectations, and keep all stakeholders informed on Book of Work progress

• Proven ability to develop talent and build a bar raising function & high performing teams (both managers and individual contributors)
• High degree of emotional intelligence, empathy and level headed, fact based approach to solving problems.
• Capability to define a well thought out organizational strategy and execute on an associated operational plan.
• Experience with building client centric platforms at scale, understanding of value stream mapping and ensuring delivery of services in a domain driven design architecture
• Experience with cloud computing, online services, enterprise software development, engineering and associated operations at scale, application security.
• Experience with associated developer tooling for CI/CD, TDD, and BDD
• Demonstrated ability to operate with complete independence and autonomy
• Change agent with strong credibility and influence in the organization. Proven ability to drive transformation and simplification of a function and organization
• A deep understanding of agile software development processes.
• Motivated to achieve results through teamwork and collaboration
• drives results through managing teams to success, in addition to partnering with others to achieve results. Strong stakeholder management
• Customer focused, with proven excellence in program delivery, with high quality and engineering focus
• Intellectually curious, open minded, and a creative problem solver with impeccable judgment
• Ability to communicate a compelling vision and inspire others to deliver on an ambitious, complex roadmap
• Ability to dive deep into and explain complex technical topics and architectural tradeoffs while tailoring the message to various audience groups (e.g. engineers, product managers, executives)
• Demonstrated ability to work effectively within a complex regulatory framework and to innovate while achieving compliance objectives
• Be curious, you are never done learning and always seek to improve yourself. You curious about new possibilities and act to explore them. You are a learner for life and invest in yourself, find time to self-develop
• Hands on experience (10+ years) leading program management function and/or technical teams
• 15+ years’ experience in enterprise level program management and delivery engineering products at scale.
• Strong analytical and quantitative skills
• Data driven and results oriented
• Exceptional strategic analysis, problem solving, issue resolution and decision-making skill
• Excellent verbal and written communication skills backed by a strong business and technical vision
• Expert knowledge of Agile frameworks like SAFe, Scrum, Kanban, and familiarity with Jira and Confluence tools
• Prior experience in wealth management with focus on operations is a huge plus

Prior experience in wealth management with focus on operations is a huge plus

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays