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Program Manager
Program ManagerInteractive Resources - iR • Austin, TX, United States
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Program Manager

Program Manager

Interactive Resources - iR • Austin, TX, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Our client is a growing financial services organization investing heavily in modernizing its advisor technology landscape. They are seeking a Program Manager to help orchestrate and deliver a portfolio of strategic initiatives focused on building a best-in-class, advisor-first technology ecosystem.

This is a highly visible role that sits at the intersection of business, technology, compliance, and operations. You will help translate long-term strategy into executable programs, ensure alignment across multiple teams, and drive consistent, high-quality delivery of complex initiatives that directly impact advisors and clients.

What You’ll Be Responsible For

Program & Portfolio Execution

  • Partner with senior technology leadership to operationalize a multi-year advisor technology strategy and roadmap.
  • Convert strategic priorities into well-structured programs with clear milestones, dependencies, and outcomes.
  • Track progress across multiple workstreams and ensure delivery stays on time, on scope, and on budget.

Cross-Functional Leadership

  • Coordinate efforts across technology, operations, compliance, and business stakeholders to ensure initiatives are aligned and integrated.
  • Lead planning sessions, requirements workshops, and executive readouts.
  • Act as a central point of coordination and communication for senior stakeholders.

    • Vendor & Platform Management

  • Support evaluation, selection, and onboarding of third-party platforms and partners.
  • Manage ongoing vendor relationships and contribute to contract and commercial discussions.
  • Ensure external solutions align with internal standards, strategy, and operating model.

    • Delivery, Risk & Governance

  • Oversee program governance, including documentation, dependencies, risks, and resource planning.
  • Partner with delivery teams on data migration, integrations, and platform rollouts.
  • Proactively identify and mitigate risks, blockers, and delivery constraints.

    • Executive Communication & Decision Support

  • Prepare clear, concise updates for executive leadership.
  • Provide visibility into progress, trade-offs, and outcomes.
  • Bring forward recommendations and options to support timely, informed decisions.

    • What Our Client Is Looking For

  • Bachelor’s degree in Business, Technology, Finance, or a related field (advanced degree a plus).
  • 5+ years of experience in program management, portfolio management, business transformation, or technology strategy—ideally within financial services, wealth management, or a regulated environment.
  • Strong experience working with collaboration and planning tools such as Microsoft 365, Confluence, Lucid, Figma, or similar.
  • Demonstrated ability to manage multiple complex initiatives simultaneously.
  • Excellent communication and stakeholder management skills, including comfort working with senior executives.
  • Familiarity with advisor-facing platforms such as client portals, trading systems, compliance tools, billing, or CRM ecosystems.
  • Proven ability to bridge strategy and execution, especially in environments involving third-party vendors and platforms.
  • A mindset that is structured, collaborative, adaptable, and highly execution-oriented, with strong attention to detail and outcomes.
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