Program Manager

22 hours ago

Chicago, Illinois, United States Wealthspire Advisors Full time

PROGR014231_2

Who We Are
We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor.

Summary
We need a self-starter Program Manager who can operate with minimal management overhead and thrive in a fast-paced, startup-like environment. This role is hands-on, highly autonomous, and demands someone who can lead by organizing chaos into structure. The Program Manager will oversee IT programs, implementations, and integrations, working across multiple teams and external consultants. The right candidate will not hide behind process — they will write clear, actionable plans, execute iteratively without unnecessary red tape, and align milestones and deliverables with project managers from both sides of the carve-out. This position reports directly to Senior IT leadership and requires 3–4 days a week in-office (Austin, TX preferred).

Essential Duties And Key Responsibilities

  • Develop and maintain written plans for execution, dependencies, and milestones.
  • Align deliverables across consulting partners, internal stakeholders, and vendors.
  • Drive IT integrations, system changes, and platform enhancements with urgency and precision.
  • Balance hands-on delivery with leadership responsibilities; lead by example.
  • Evaluate impacts of changes on workflows, data, and reporting; ensure alignment with business goals.
  • Own program-level risk management and proactively resolve issues.
  • Identify and execute opportunities to apply AI, automation, and digital workforce concepts to accelerate results.
  • Demonstrate strong business and technical acumen by making ROI-driven decisions to optimize technology investments and outcomes.
  • Operate in a startup atmosphere: high intensity, high accountability, roll up your sleeves mindset

Knowledge, Skills, And/or Abilities

  • Minimum of 7–10 years of program/project management experience.
  • A self-starter with strong organizational and written communication skills.
  • Demonstrated success managing M&A integrations or large-scale programs.
  • Strong written communication and planning discipline; clear, structured documentation is a must.
  • Proven ability to lead in a fast-moving, entrepreneurial environment.
  • Bachelor's degree in Engineering, Math, Computer Science, Business, or a data-related field.
  • Experience in Microsoft Project, Microsoft Planner, Power Apps, Azure DevOps, Microsoft Teams, Office Suite, and AI-powered automation tools preferred.
  • Experience in Wealth Management is a strong plus

What We Offer
NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $125,000 – $176,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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