IT Investment Operations Program Manager

Evolver Commercial-posted 2 days ago
$160,000 - $180,000/Yr
Full-time • Mid Level
Hybrid • Sf, CA
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The Investment Operations Technology Program Manager is responsible for leading complex technological initiatives that support Investment Operations & Fund Treasury driving operational efficiency and enabling strategic business objectives. This role combines project management expertise with program-level oversight, ensuring successful delivery of initiatives, smooth staff transitions, and alignment with organizational priorities. This role is on-site in San Francisco Monday–Thursday with flexibility to work from home on Fridays.

  • Project & Program Management Lead technology projects from initiation through delivery, ensuring alignment with strategic goals.
  • Drive Planning Increment (PI) activities, including backlog prioritization, dependency management, and risk mitigation.
  • Own Quarterly PI objectives setup, presentation, and reporting.
  • Partner with tech leads, sponsors, and stakeholders to ensure deliverables meet business needs and compliance standards.
  • Track progress against milestones, proactively escalate risks, and ensure timely delivery of outcomes.
  • Manage resources and timelines across multiple concurrent projects.
  • Facilitate effective communication across teams, ensuring transparency and accountability.
  • Demonstrates the ability to think independently and translate strategic goals and initiatives into tactical, detailed, actionable steps. Has a results-oriented mindset.
  • Governance & Oversight Ensure adherence to project governance frameworks, including documentation, reporting, and compliance requirements.
  • Maintain project artifacts such as charters, roadmaps, and transition plans.
  • Accountable for departmental service delivery process, metrics, and reporting Facilitate monthly department meetings.
  • Monitor KPIs and success metrics to evaluate projects/department performance.
  • Provide regular updates to leadership and sponsors on project status, risks, and dependencies.
  • Escalate risks, issues, and dependencies promptly.
  • Transition & Staff Oversight Oversee onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
  • Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
  • Support workforce planning, role alignment, and resource allocation during transitions.
  • Partner team leads to ensure smooth integration of new staff and effective offboarding of departing staff Stakeholder Engagement Build strong relationships with business partners, sponsors, and cross-functional teams.
  • Facilitate PI workshops, planning sessions, and retrospectives to align stakeholders and drive outcomes.
  • Serve as liaison to Enterprise PMO teams and other IT/Business Program leadership teams.
  • 7 years of experience in project and program management in the financial services industry, preferably in capital markets/investment management domain
  • 7 years of experience with risk identification and mitigation
  • 7 years of experience with Microsoft Office Professional, including Word, Excel, PowerPoint, and Project as well as Visio
  • Bachelor's degree and 7 years project management experience
  • PMP, SAFe, or equivalent certification preferred.
  • Strong knowledge of Agile methodologies, PI planning, and portfolio management practices.
  • Experience building Jira and Confluence dashboards and basic SQL a plus
  • Knowledge of Investment Operations functions within a top tier asset manager or service provider preferred.
  • Self-starter who can work in ambiguous environment and adjust to changing business needs.
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and effectively to multiple audiences.
  • Ability to manage multiple priorities and deliver results under tight deadlines.
  • Familiarity with transition planning, onboarding/offboarding processes, and workforce management.
  • Experience with project management tools such as: Clarizen, Planview, MS Project, Jira Big Picture, etc.
  • Build and strengthen key partnerships across the organization.
  • Ability to work independently with minimal supervision.
  • health, dental and vision insurance
  • 401(k)
  • flexible spending account
  • paid leave (including PTO and parental leave)
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