Qualifications

• Bachelor's in Business Administration, Finance, or related field required.
• 8+ years of experience managing large or complex programs/projects.
• Leadership experience strongly preferred.
• Expert knowledge in program/project management methodologies and tools.
• Proficiency in creating business and financial cases with strong solution identification skills.
• Exceptional skills in strategic planning, risk management, and change management.
• Active Series 7, 66, and Insurance licenses required.
• CFA or CFP candidate/designation preferred.

Responsibilities

• Plan, manage, and deliver complex cross-functional business initiatives and programs.
• Use independent judgment to provide creative solutions for complex problems.
• Collaborate with business units to develop strategic solution roadmaps.
• Interact directly with senior leadership and management across organizational lines.
• Develop and maintain comprehensive program schedules and resource plans.
• Define project scope and determine resource requirements for timely delivery.
• Manage program budgets, ensuring adherence to high-quality standards.
• Assess risks and report on program progress to stakeholders.
• Serve as the principal liaison for programs across all impacted areas.
• Drive results aligned with the division's 5-year strategic plan.

Benefits

• Medical, Dental and Vision Insurance starts day one.
• Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
• Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and dependent care accounts available.
• Paid Training and 11 Paid Federal Holidays included in PTO.
• 401(k) with company match and Profit Sharing offered.
• Mental health benefits including coaching and therapy sessions provided.
• Tuition reimbursement available for qualifying employees.
• Employee Ambassador preferred banking products available.