Senior Manager, Program Management (Fintech)

TL;DR

Senior Manager, Program Management (Fintech): Driving tactical efficiency and operational scalability for a financial technology platform with an accent on strategic partnership and systems strategy. Focus on translating complex business challenges into actionable operational improvements and managing a long-term solution roadmap.

Location: Hybrid: Must be based in New York, NY, Austin, TX, or Scottsdale, AZ

Salary: $115,000 – $125,000 base

Company

A financial technology company powering the new savings economy across retirement, education, and healthcare savings needs.

What you will do

• Serve as a key liaison across business units to assess the operational impact of new products and influence cross-functional decision-making.
• Lead the development of scalable processes by translating business needs into actionable system and operational requirements.
• Drive the management and prioritization of a long-term solution roadmap based on business impact and strategic goals.
• Oversee the ongoing evaluation and refinement of system requirements and business processes to mitigate operational risks.
• Establish and maintain best-in-class documentation standards for internal and external requirements.
• Leverage data analytics and reporting to identify inefficiencies and drive process optimization and business performance.

Requirements

• Proven experience in business operations, product management, process optimization, program management, or systems strategy in a leadership capacity.
• Experience in the retirement, financial services, or employee benefit industries.
• Demonstrated success in managing cross-functional initiatives and influencing senior stakeholders.
• Proficiency in leveraging data to drive decision-making and prioritization.
• Exceptional communication and documentation skills with strong attention to detail.

Nice to have

• Extensive knowledge of ERISA rules and requirements.
• Familiarity with contracting, agreements, and DocuSign.
• Prior experience working in an agile or scrum framework.
• Prior experience working with Salesforce.

Culture & Benefits

• Comprehensive health benefits and a competitive 401(k) plan.
• Generous time off and a dedicated Employee Wellbeing Committee.
• Hybrid work model providing flexibility and access to collaborative offices in major US hubs.
• Innovative, high-growth environment that prioritizes employee wellbeing.

Hiring process

• 1-2 introductory conversations to discuss background, interests, and expectations.
• Skills or experience-based assessment, such as a deeper discussion of relevant experience.
• Virtual or in-person interview panel followed by reference checks with a manager and a peer.