Program Manager

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Program Management Office in Financial Services

Program Manager

Location:          20. E Thomas Rd Suite 2000, Phoenix AZ 85012

                          2300 Windy Ridge Pkwy Suite 750, Atlanta GA 30339

                          7755 3rd St. North, Oakdale, MN 55128 


The Enterprise Program Management Office (EPMO) is responsible for large strategic initiatives across the company. The Program Manager is responsible for oversight and delivery of one or more strategic programs consisting of several inter-related projects with multiple deliverables.  Provides leadership and direction to one or more project managers and additional project resources to ensure on-time, on-budget program delivery.   Ensures all projects within the program(s) are clearly defined, well-executed, and communicated effectively to stakeholders, facilitators and partners.  Program manager may also act as project manager on one or more projects and may have HR management of one or more direct reports.  Reports to VP, Enterprise Program Management Office.

Keys:    Program Manager, PMO, Project Management    


  • Defines program scope, resource requirements, budget, timeline, deliverables, dependencies, milestones, and plans
  • Manages the program through all phases of the lifecycle, including project initiation, project requirements, and specifications, design, construction, testing, operational readiness, training, implementation, and closure
  • Works with key stakeholders, business partners, and project managers to elicit and ensure clear documentation of requirements, business needs, deliverables, actions, issues, risks, and decisions needed
  • Works with project manager(s) to ensure individual project plans support the program objectives
  • Maintains focus on program risks and project interdependencies across the program life cycle, makes contingency plans to proactively address issues that pose risk to budget, schedule, and scope
  • Develops and delivers program reporting to clearly articulate current status, risks, issues, budget, decisions needed across the program and develops materials for Sr. Management.
  • Performs critical vendor management as needed to deliver program
  • Actively partners with IT on solution development and delivery
  • Ensures project resources are focused on critical path activities
  • Identifies, monitors, communicates inter-dependencies across program work streams
  • Escalates issues to ensure program scope/schedule/budget are met
  • Manages the program budget including reporting on actuals, completing forecasting and managing variances
  • Validates test plans to ensure solution will meet requirements
  • Supports development of new standards or improvements to existing standards
  • Effective management of Project Manager team members to include regular coaching, feedback and managing of performance.
  • Other duties as assigned

Education Requirements:

  • Bachelor’s degree Required

Basic Requirements:

  • Broad experience in three or more of the following areas: Project Management, Financial Services Operations, Applications Development, Vendor Management, Quality Assurance, and Maintenance and Support
  • Experience in Financial Services, Broker-Dealer Industry preferred
  • Broker-Dealer M&A experience a plus
  • 4 years leading and successfully delivering multiple concurrent complex programs
  • 8-10 years leading and successfully delivering complex projects
  • Experience as an operational team leader or manager

Key Competencies:

  • Results oriented with the ability to effectively prioritize
  • Proven leadership experience in managing cross-functional teams
  • Demonstrated skills in strategic planning, risk mitigation, and operational problem solving
  • Strong management skills to select, develop, mentor, discipline and reward direct and indirect employees
  • Proactive and displays initiative: Seeks out information, answers, etc. without needing to be pushed to do so
  • Successfully engages in multiple tasks/projects and deadlines simultaneously with limited supervision in a fast-paced environment
  • Ability to evaluate information gathered from multiple sources, reconcile conflicts and break down high-level information into details
  • Strong organizational skills with attention to detail evidenced through sound analytical skills
  • Demonstrated strength in written and verbal communication skills; Ability to effectively communicate/drive decisions with C-level executives