Position: Technical Program Manager Wealth Management
Location: New York, NY or Fort Mill, SC
Type: Full-Time
Role OverviewThe Technical Program Manager (TPM) will lead complex, multi-team technology initiatives across trading, investment, advisor-facing, and data-driven platforms. This role requires strong program leadership, deep understanding of financial-services technology, and hands-on experience driving API-based integrations, application interoperability, and modern integration patterns.
The TPM will oversee roadmap execution, cross-functional alignment, vendor and platform integration, and regulatory-aligned delivery. You will ensure that platform enhancements, data flows, and application interfaces are designed, integrated, and delivered with reliability, scalability, and compliance in mind.
Key ResponsibilitiesProgram Leadership & Delivery- Program Governance - Establish program structure, milestones, RAID logs, and reporting for multi-workstream initiatives.
- Cross-Functional Execution - Coordinate engineering, product, QA, architecture, operations, and compliance teams.
- Technical Delivery Oversight - Ensure solution design, system integration, and implementation align with business, technical, and regulatory requirements.
- Drive end-to-end delivery of platform enhancements, trading workflows, API-driven integrations, data pipelines, and advisor-facing capabilities.
- Oversee integration of internal and external applications using REST APIs, microservices, event-driven patterns, and secure data-exchange frameworks.
Stakeholder & Communication Management- Provide clear, data-driven executive reporting to senior leadership.
- Translate complex technical concepts-including API architecture, integration dependencies, and system interoperability-into business-aligned communication.
- Facilitate steering committees, sprint reviews, and cross-team alignment sessions.
Domain-Specific ResponsibilitiesLead programs involving:
- Trading platforms / OMS / EMS
- Portfolio management systems
- Wealth & advisory platforms
- Market data integrations
- Regulatory & compliance-driven initiatives
Expanded integration scope includes:
- Managing API modernization, including migration from legacy services to RESTful or event-driven interfaces.
- Overseeing application-to-application integrations, including authentication, data mapping, versioning, and performance optimization.
- Coordinating vendor integrations, FIX connectivity, cloud-native services, and data-platform enhancements.
- Ensuring integration patterns support scalability, resiliency, and regulatory compliance.
Agile & SDLC Execution
- Partner with Scrum teams to ensure backlog readiness, sprint execution, and release planning.
- Ensure alignment across product, engineering, architecture, and integration teams.
- Drive continuous improvement across delivery processes, including API lifecycle management, integration testing, and release governance.
Required Qualifications- 9-12+ years of combined experience as a Technical Program Manager, Program Manager, or Senior Project Manager in Wealth Management, Asset Management, Capital Markets, or Institutional Trading.
- Proven experience delivering large-scale, multi-team technology programs.
- Strong understanding of:
- Trading workflows (equities, fixed income, mutual funds, alternatives)
- Advisor and client lifecycle
- Market data, order routing, and trade execution
- API-based integrations, application interoperability, and modern integration frameworks
- Hands-on experience with Agile/Scrum delivery.
- Excellent communication, executive-level reporting, and stakeholder management skills.
- Ability to translate business needs into technical requirements, integration specifications, and delivery plans.
Preferred Qualifications- Experience with OMS/EMS platforms, portfolio tools, or investment-platform modernization.
- Exposure to cloud technologies (AWS, Azure) and modern integration patterns (APIs, microservices, event-driven architectures).
- PMP, SAFe, CSM, or similar certifications.
- Experience working with vendor platforms or third-party financial-technology ecosystems.
- Familiarity with API gateways, service mesh, and integration-platform-as-a-service (iPaaS) solutions.
Success Indicators- Consistent on-time delivery of complex, multi-team programs.
- Strong cross-functional alignment and stakeholder satisfaction.
- Ability to anticipate integration risks early and drive mitigation strategies.
- Clear, concise communication with senior leadership.
- Demonstrated ownership of program outcomes and measurable business impact.
