Director, Program Management

InvestCloud, Inc.

1d

About The Position

The Director, Program Management – APL PS will lead a portfolio of complex, multi-year APL programs for our largest strategic clients. This leader is accountable for end-to-end delivery, governance, and client outcomes across implementations, conversions, and major platform initiatives, ensuring programs are delivered predictably, safely, and in a way that scales.

This role sits at the intersection of clients, Product, Engineering, and Account Management, driving alignment on priorities, scope, and execution.

Requirements

• 10+ years of experience in Program and Project Management, including 5+ years leading large, complex programs in financial services or enterprise software.
• Proven experience delivering multi-workstream, multi-year client programs with multi-million-dollar budgets.
• Strong background in governance, controls, and risk management, including familiarity with finance and revenue-recognition-aware delivery.
• Demonstrated ability to influence senior client stakeholders and manage C-level expectations.
• Experience working with distributed, cross-functional teams across Professional Services, Product, Engineering, QA, and Operations.
• Excellent communication, executive storytelling, and negotiation skills.

Nice To Haves

• Experience with managed accounts, SMA/UMA, trading, performance, or tax-aware platforms.
• Background in APL, APL 10, TradeFlow, or similar wealth and asset management platforms.
• Formal project or program credentials such as PMP, PgMP, SAFe, or Agile certifications.
• Prior responsibility for large client programs or portfolios in a vendor or consulting environment.

Responsibilities

• Own end-to-end delivery for a portfolio of APL programs, including large conversions, platform rollouts, and strategic enhancements, from discovery through production stabilization.
• Establish and run program governance, including steering committees, RAID logs, decision logs, and executive reporting.
• Ensure programs are delivered on time, on budget, and within scope, with clear change control and risk management practices.
• Drive cross-team coordination across Professional Services, Product, Engineering, QA, and Operations.
• Serve as a senior point of contact and trusted advisor for key APL clients, including Ameriprise, LPL, Raymond James, and Wells.
• Translate client priorities into clear program roadmaps, milestones, and success metrics.
• Manage executive-level communications, including status reporting, risk and issue escalation, and go-live readiness.
• Implement and enforce delivery controls and governance frameworks, including finance and revenue recognition requirements.
• Oversee release and production support planning for major events such as conversions, go-lives, and large releases, partnering with L2/support and operations teams.
• Ensure programs incorporate testing strategy, conversion planning, and operational readiness, including files, jobs, and controls.
• Partner with Account Management to align on Professional Services scope and revenue expectations by client, including SOW structure, change orders, and support offerings.
• Identify and package client needs into SOWs, retainers, and follow-on work, including program governance and platform stability services.
• Contribute to account planning and portfolio roadmapping, ensuring delivery commitments support broader subscription and product strategies.
• Define and continuously improve APL delivery methodologies, runbooks, and templates for implementations and conversions, including APL 10 and TradeFlow.
• Champion best practices in program management, governance, and risk management across the APL PS organization.
• Mentor project and program managers informally, raising the bar on planning, execution, and stakeholder communication.

Benefits

• medical/Rx, dental, vision, disability, and life/AD&D insurance plans
• Flexible Savings Account (FSA)
• Health Savings Account (HSA)
• Employee Assistance Plan (EAP)
• health advocacy
• voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
• 401(k) retirement savings plan with company match
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed