Program Manager

We are seeking a Program Manager to support our Sales & Servicing Platform with a strong focus on Salesforce and related technologies. This highly visible role will help drive execution of a multi-year platform roadmap by partnering across technology, operations, compliance, and business teams to deliver scalable, advisor-centric solutions.

This is an ideal opportunity for a strategic program leader who thrives in complex environments, enjoys cross-functional collaboration, and is passionate about driving impactful technology initiatives.

Full-Time | Austin, TX Area | $145K–$155K Base Salary

Key Responsibilities

• Support execution of the Salesforce and advisor technology roadmap, translating strategy into structured programs and delivery plans.
• Drive alignment across business and technology teams to manage dependencies, priorities, and enterprise impact.
• Lead program governance, stakeholder collaboration, and cross-functional working sessions.
• Support vendor evaluations, onboarding, contract management, and delivery oversight.
• Oversee program planning, risk management, release coordination, and delivery tracking.
• Partner with technology and data teams on integrations, migrations, and operational readiness.
• Prepare executive-level updates, dashboards, and decision materials while proactively managing stakeholder expectations.

Qualifications

• 5+ years of experience in program management, technology delivery, business architecture, or technology strategy.
• Experience within financial services, wealth management, fintech, or regulated industries preferred.
• Experience managing enterprise programs within the Salesforce ecosystem.
• Strong organizational, communication, and stakeholder management skills.
• Familiarity with advisor-focused platforms such as CRM, workflow, compliance, trading, or billing systems.
• Experience with tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
• Proven ability to manage ambiguity, drive execution, and deliver scalable business solutions.