As a member of the Individual Investor(II) Program and Change Management team, the Program Manager is a high-profile position that leads change efforts, business case development and strategic project management that enables growth of the business. The Individual Investor organization manages over $200B in client assets and serves 1million investors. In support of the growth strategy for II, this individual will support multiple facets of program development from business casing and early design to strategic program management of cross-functional teams in partnership with an executive sponsor. The position requires high engagement and experienced complex program/project management. The role is highly visible and will entail ongoing engagement with senior stakeholders. This role serves as a senior leader responsible for shaping and delivering large, complex, and high-impact strategic initiatives within a dynamic financial services environment. This individual is accountable not only for end-to-end execution, but also for defining program strategy, developing compelling business cases, and guiding investment decisions that drive measurable business outcomes. Partnering closely with senior executives and cross-functional leaders, the Program Manager translates strategic priorities into actionable roadmaps and integrated delivery plans. This role requires a strong understanding of financial services and/or wealth management, along with the ability to navigate complex organizational structures, regulatory considerations, and evolving market dynamics. The Program Manager leads matrixed teams and applies advanced program management practices to manage scope, timelines, budgets, risks, and dependencies. As a trusted advisor, this individual influences decision-making, resolves complex challenges, and ensures successful adoption of solutions that deliver sustainable value. The role also contributes to advancing program management capabilities, governance, and best practices across the organization.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees