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Infotree Global Solutions
🚀 We're Hiring | Program Manager / Project Manager
📍 Location: Miami, FL (Onsite)
💼 Employment Type: Full-time
🏢 Industry: Wealth Management | Financial Services | Technology
Are you an experienced Program/Project Manager with a strong background in Wealth Management or Financial Services? We're looking for a strategic leader to drive enterprise initiatives, partner with senior executives, and lead cross-functional programs that improve advisor experience, operational efficiency, and digital transformation.
✅ Lead enterprise programs from planning through execution
✅ Collaborate with business leaders, technology teams, and external partners
✅ Drive digital transformation, data modernization, and process improvements
✅ Manage program timelines, risks, budgets, and stakeholder communications
✅ Support implementation of CRM, portfolio management, reporting, and data platforms
✔️ 10+ years of Program/Project Management experience
✔️ Background in Wealth Management, Private Banking, or Financial Services
✔️ Experience delivering large-scale technology and business transformation initiatives
✔️ Strong stakeholder management and executive communication skills
✔️ Knowledge of Salesforce, Azure, Power BI, or similar technologies is a plus
✔️ PMP, Scrum Master, or related certifications are preferred
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We surface this role because it matches profiles like yours, not because we vet the employer. Always confirm the pay, location, and remote details on Infotree Global Solutions's official site before you apply.
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