Technical Program Manager, Enterprise Platform

CI Financial Corp

Multiple Locations
$125,000 - 160,000 usd py; not specified; not spec...
Onsite
Cross-platform planning and delivery
Enterprise platform roadmap execution
M&a integration planning
Own cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and FutureVault

Job Summary

  • Own cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and FutureVault.
  • Translate M&A integration complexity into executable plans across enterprise platforms, coordinating readiness, sequencing, data migration, and cutover.
  • Join a team that values your ambition and empowers your growth, working for a company that values your contributions and supports your growth.

Matching Summary

Own cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and FutureVault.

Salary

$125,000 - 160,000 USD per year; Not specified; Not specified

Skills & Requirements

Must-have

  • Cross-platform planning and delivery
  • Enterprise platform roadmap execution
  • M&A integration planning
  • Vendor dependency management
  • Platform constraints management
  • Release cycle management

Nice-to-have

  • Empowers ambition and growth
  • Simplifying lives and establishing legacies
  • Exceeding client expectations
  • Pragmatic approach to sequencing
  • Clear, concise communication

Key Requirements

  • 5-10 years of experience
  • Wealth management background preferred
  • Regulated financial services experience preferred
  • Experience with advisor-facing platforms
  • M&A integration experience a plus
  • Work onsite 4 days per week

Work Rights

Unrestricted work authorization

Tailored Resume

Cover Letter