LevelField Financial

Program Manager Private Client Services Technology

NEW

Houston, TXFull-timeGlobal

💰 USD 105,000 - 145,000/yr

📊 Senior🏠 On-site

ActivePosted within the last 30 days

Job Description

[AI-summarized by JobStash]

You will lead delivery of Private Client Services technology by defining and maintaining delivery roadmaps, coordinating cross-functional teams, and managing third-party integration partners and SaaS vendors. You will plan and track execution in project tools (usually Jira), manage budgets and governance, validate requirements and user acceptance, communicate status and risks to stakeholders, and drive continuous improvement in delivery practices.

Requirements

●Minimum of 7 years managing technology programs or large projects in financial services or regulated industries
●Proven experience coordinating multi-vendor or SaaS-based implementations
●Strong command of integration and configuration management
●Ability to translate business objectives into executable delivery plans
●Excellent organizational and communication skills
●Sound financial discipline including budget planning and variance tracking
●Familiarity with Agile and hybrid project methodologies
●Calm leadership for high-visibility, time-sensitive programs

Responsibilities

●Champion the brand
●Own the PCS technology roadmap
●Coordinate cross-functional delivery
●Plan and track execution using project management tools (usually Jira)
●Oversee vendors and integration partners
●Manage project budgets
●Maintain governance alignment and documentation
●Communicate status, risks, and escalations to stakeholders
●Drive continuous improvement and capture lessons learned
●Stay ahead of trends and risk implications
●Collaborate with internal teams to improve processes
●Perform related duties as needed

Benefits & Perks

●Discretionary bonuses
●Stock options
●401(k)
●Medical insurance

Tech Stack

SaaSprogram managementgovernanceJiraconfiguration managementuser acceptancebudgetingstakeholder managementtestingRequirements