Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com.
Essential Duties and Key Responsibilities:
- Develop and maintain written plans for execution, dependencies, and milestones.
- Align deliverables across consulting partners, internal stakeholders, and vendors.
- Drive IT integrations, system changes, and platform enhancements with urgency and precision.
- Balance hands-on delivery with leadership responsibilities; lead by example.
- Evaluate impacts of changes on workflows, data, and reporting; ensure alignment with business goals.
- Own program-level risk management and proactively resolve issues.
- Identify and execute opportunities to apply AI, automation, and digital workforce concepts to accelerate results.
- Demonstrate strong business and technical acumen by making ROI-driven decisions to optimize technology investments and outcomes.
- Operate in a startup atmosphere: high intensity, high accountability, roll up your sleeves mindset.
Knowledge, Skills, and/or Abilities:
- Minimum of 7–10 years of program/project management experience.
- A self-starter with strong organizational and written communication skills.
- Demonstrated success managing M&A integrations or large-scale programs.
- Strong written communication and planning discipline; clear, structured documentation is a must.
- Proven ability to lead in a fast-moving, entrepreneurial environment.
- Bachelor’s degree in Engineering, Math, Computer Science, Business, or a data-related field.
- Experience in Microsoft Project, Microsoft Planner, Power Apps, Azure DevOps, Microsoft Teams, Office Suite, and AI-powered automation tools preferred.
- Experience in Wealth Management is a strong plus.
REQUIRED: Troubleshooting - Advanced; Vendor Management - Advanced; Application Development - Advanced; Change Management - Expert; Cloud Computing - Advanced; Data Analysis - Advanced; Data Management - Experienced; Linux - Advanced; Process Improvements - Experienced; Project Management - Advanced; Python (Programming Language) - Intermediate; Quality Control (QC) - Experienced; Technical Support - Advanced; Risk Management - Experienced; Agile Methodology - Advanced; Software Development - Advanced; Technology Roadmap - Advanced; Structured Query Language (SQL) - Advanced; Amazon Web Services (AWS) - Experienced
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $135,000-$165,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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