Technical Program Manager, Enterprise Platform

CI Financial Corp

Base: $125,000 - $160,000 usd py; bonus/equity: no...
Onsite
5-10 years technical program management experience
Direct hands-on experience with addepar or salesforce
Experience managing m&a integrations and system migrations
The role involves owning cross-platform planning and delivery governance across key enterprise systems like Salesforce, Addepar, and Vestmark

Job Summary

  • The role involves owning cross-platform planning and delivery governance across key enterprise systems like Salesforce, Addepar, and Vestmark.
  • Candidates will be responsible for translating complex M&A integration requirements into executable plans while ensuring data migration and cutover success.
  • The company offers a comprehensive benefits package including 401(k) matching, generous medical subsidies, and paid parental leave.

Matching Summary

The role involves owning cross-platform planning and delivery governance across key enterprise systems like Salesforce, Addepar, and Vestmark.

Salary

Base: $125,000 - $160,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, Medical/Dental/Vision, Paid Leave

Skills & Requirements

Must-have

  • 5-10 years technical program management experience
  • Direct hands-on experience with Addepar or Salesforce
  • Experience managing M&A integrations and system migrations
  • Strong dependency management in multi-platform environments
  • Background in wealth management or fintech sectors

Nice-to-have

  • Experience supporting advisor-facing client platforms
  • Ability to drive outcomes without formal authority
  • Exposure to multi-entity operating models at scale
  • Pragmatic approach to sequencing and trade-offs
  • Strong communication skills with senior leaders

Key Requirements

  • 5-10 years of technical program management experience
  • Hands-on experience with Addepar, Salesforce, Vestmark, FutureVault, or Sage Intacct
  • Must have unrestricted work authorization in the United States
  • Prior experience in regulated financial services or wealth management
  • Proven track record of managing vendor dependencies and release cycles

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter