Wealth Program Manager

A growing financial services organization is seeking a Wealth Program Manager to support the buildout of a brand-new Wealth Management business line. This is a highly visible role working directly with senior leadership to help create structure, prioritize initiatives, and drive execution within a fast-moving entrepreneurial environment.

This is an exciting opportunity for someone who thrives in ambiguity, enjoys building from the ground up, and wants to play a key role in shaping a new business function within an established organization.

• Opportunity to help build a new business division from scratch
• Work directly alongside executive leadership and business builders
• High-visibility role with direct exposure to the CEO
• Fast-moving, entrepreneurial environment with strong growth potential
• Strong compensation package with bonus opportunity
• Excellent benefitsand great compensation
• Hybrid flexibility

• Help organize and coordinate initiatives across the Wealth Management business
• Build structure, visibility, and accountability within a rapidly evolving environment
• Track business initiatives, milestones, priorities, and execution progress
• Create and maintain dashboards and reporting tools for leadership visibility
• Establish project governance, timelines, and operating rhythms
• Identify bottlenecks, risks, and competing priorities across initiatives
• Support executive leadership with reporting, planning, and strategic execution
• Partner with stakeholders across the organization to ensure forward progress
• Translate complex initiatives into clear, actionable updates for leadership
• Help create operational discipline within a new and growing business unit

• 3–5+ years of experience within Wealth Management, Wealth Advisory, or Financial Services
• Experience in program management, project management, operations, or strategic execution roles
• Strong organizational and prioritization skills
• Ability to manage multiple concurrent initiatives in fast-paced environments
• Experience building dashboards, tracking tools, or reporting mechanisms
• Comfortable operating within ambiguity and changing priorities
• Strong executive communication and stakeholder management skills
• Ability to influence and drive accountability across teams
• Experience within high-growth or entrepreneurial environments is highly preferred

Benefits
• 100% employer-paid health benefits
• Retirement plan with company match
• Company-paid life and disability insurance
• Employee Assistance Program and wellness support resources
• Hybrid work flexibility

The Reserves Network connects Accounting, Finance, and Financial Services professionals with leading employers nationwide. All qualified candidates are encouraged to apply.