Join a team that values your ambition and empowers your growth. As a Technical Program Manager, Enterprise Platform, you will be responsible for owning cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and FutureVault. You will drive execution of platform roadmaps, major initiatives, and complex releases while protecting operational stability.
Requirements
- 5-10 years of experience in technical program management, delivery, or execution roles supporting enterprise platforms
- Background in wealth management, asset management, fintech, or regulated financial services environments preferred
- Experience managing vendor dependencies, platform constraints, and release cycles without defaulting to vendor support
- Experience working directly with engineers, architects, security, and product leaders to resolve complex delivery issues
- Exposure to multi-entity, multi-platform operating models at scale
- Prior experience supporting M&A integrations, system migrations, or large-scale operating-model change is a plus
- Strong understanding of how CRM, portfolio management, accounting, and document management platforms interact within a wealth management or financial services environment
- Direct, hands-on experience leading delivery for at least two of the following enterprise platforms: Addepar, Salesforce, Vestmark, FutureVault, Sage Intacct
- Understands how integrations, data flows, and workflows interact across systems
- Strong command of dependency management, risk mitigation, and execution trade-offs in platform-heavy environments
- Exceptional ability to turn ambiguity into structured, actionable plans and comfortable driving outcomes without formal authority
- Pragmatic approach to sequencing, trade-offs, and adoption
- Clear, concise communicator with senior leaders and technical teams
- Able to translate execution complexity into decision-ready narratives
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
