Program Manager - Trust / Wealth Modernization

TalentOla • Charlotte, NC

1d • Hybrid

About The Position

We are seeking a senior Program Manager with direct experience managing large-scale Trust and Wealth platform migrations to lead the FHN-side program governance for the T3K → SWP modernization. This is a high-visibility role requiring strong leadership, stakeholder management, and migration execution expertise.

Requirements

• 10+ years of program/project management experience in financial services technology
• Direct experience managing Trust, Wealth Management, or Private Banking platform migrations
• Prior exposure to SEI Trust 3000 (T3K) and/or SEI Wealth Platform (SWP) strongly preferred
• Proven track record managing multi-year, multi-workstream programs in complex enterprise environments
• Strong understanding of SAFe Agile / PI planning methodology
• Excellent executive communication and stakeholder management skills

Nice To Haves

• PMP or equivalent certification preferred

Responsibilities

• Own the integrated FHN-side program plan across all modernization workstreams — integration, data, QE, BA, and application sunsetting
• Manage SEI/FHN dependencies, cross-team coordination, and third-party vendor relationships
• Drive governance cadences — steering committees, workstream leads, and executive reporting
• Lead migration readiness assessment, cutover planning, and go-live execution
• Maintain RAID log (Risks, Assumptions, Issues, Dependencies) and proactively manage blockers
• Serve as the primary point of accountability for program delivery on the FHN side
• Support change management and stakeholder engagement across FHN business and technology teams

What This Job Offers

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