Director of Program

DIRECTOR OF PROGRAM AND CHANGE MANAGEMENT

Position Title
: Director of Program and Change Management

Reports to
: Chief Technology Officer

Location
: Remote

Position Summary:

We are seeking a highly skilled Director of Program and Change Management to lead and oversee a diverse portfolio of strategic initiatives, technology deployments, and cross-functional projects. This position is critical to our organization's transformation, ensuring that initiatives are executed effectively, resources are optimized, business disruption is minimized, and target outcomes are realized.

The Director will ensure adequate stakeholder expectations, communications and change readiness, as well as leadership accountability for project execution and benefits realization. A key focus of many strategic initiatives is the standardization of operations and systems, which will require significant senior leadership focus and commitment. This individual will provide critical leverage to help senior leadership in the following key areas:

Change Management

Project Management

Business Analysis

Vendor Management

Key Responsibilities:

• Lead and coordinate
  enterprise-wide programs and projects
  to ensure on-time, on-budget, and high-quality delivery, including mitigating project risks, managing dependencies and resolving execution issues
• Develop and lead
  change management strategy,
  driving communication, stakeholder alignment, training, and adoption of new systems, processes, and organizational changes in collaboration with business and function leaders
• Implement
  project management best practices
  , including processes, tools, KPIs and reporting practices across teams.  Facilitate project governance meetings and ensuring successful execution and benefit realization.
• Collaborate with stakeholders to
  define, justify and launch new projects
  , including developing business cases, defining business/technical requirements, evaluating vendor solutions, implementing project governance, etc.
• Enable effective
  integration of new and existing systems, processes, and teams
  as the organization evolves

Required Qualifications:

• 8+ years of experience in program, project and change management
• Demonstrated leadership and excellent communication skills in a dynamic or transforming organization
• Strong background in overseeing complex, cross-functional project portfolios
• Expertise in requirements gathering, business analysis, and stakeholder management
• Demonstrated ability to implement and scale standardized project management tools and methodologies
• Strong problem-solving and decision-making abilities, with a focus on execution and business results

Preferred Qualifications:

• Experience in the Wealth Management industry, especially Independent RIA channel
• Experience with Wealth Management related platforms and tools
• Prior operations/tech consulting experience
• PMP, PgMP, or equivalent certification

Why Join Us

• Play a pivotal role in accelerating delivery of strategic initiatives and business transformation with minimal business disruption and maximum benefit realization
• Influence organizational growth and scalability by standardizing processes and strengthening operational excellence
• Work closely with executive leadership, ensuring projects drive measurable business impact
• Help build and shape our Project Management Office (PMO) function to support long-term scalability

Compensation & Benefits

• Estimated base salary range $120,000 – $150,000 (negotiable based on years of experience and qualifications) plus discretionary annual bonus
• Competitive 401(k) plan with company match
• Comprehensive medical, dental, and vision coverage