Director, Enterprise Project Management (EPMO) (Wealth Management)

TL;DR

Director, Enterprise Project Management (EPMO) (Wealth Management): Leading a portfolio of complex programs and projects within the Wealth Management business with an accent on strategic alignment, investment governance, and cross-functional delivery. Focus on driving disciplined execution, managing digital platform implementations, and fostering high-performing teams in a highly matrixed and regulated environment.

Location: Must be based in Windsor, CT (One Orange Way)

Salary: $170,000 - $185,000

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through bold action and a purpose-driven culture.

What you will do

• Lead the execution of Wealth Management business initiatives and maintain product delivery roadmaps.
• Manage portfolio-level risks, dependencies, and financials while driving transparency and resolution.
• Direct the deployment and enhancement of the Wealthpath platform in collaboration with technology and business stakeholders.
• Partner with senior leadership to align projects with organizational KPIs and growth objectives.
• Coordinate portfolio-level business case governance and annual financial planning with Finance and Technology leads.
• Coach and mentor program and project managers to build bench strength and leadership capabilities.

Requirements

• 10-15+ years of experience in portfolio/program/project management within wealth management or financial services.
• Expertise in hybrid delivery models (Agile/Scaled Agile + Waterfall).
• Proven ability to influence senior stakeholders without direct authority.
• Experience with portfolio management tooling such as Planview, Azure Devops, and Power BI.
• Bachelor’s or master’s degree in a related field or equivalent experience.
• Certifications such as PMP, PgMP, PfMP, PMI-ACP, or SAFe are highly preferred.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with company matching up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off including 20 days PTO, 9 holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.