Program Manager

About the role

This role supports the end-to-end implementation of retirement capabilities, including account onboarding, funding, engagement features, and partner handoffs. You will work with internal stakeholders and external partners to translate business objectives into executable plans, drive readiness, and deliver a cohesive, customer-centric retirement experience.

Responsibilities

• Cook up end-to-end integration of retirement partners, including APIs, onboarding flows, data exchange, and tax-integrated experiences.
• Support cross-functional coordination and collaboration across Product, Engineering, Design, Marketing, Tax, Legal, and Compliance through program management activities.
• Develop and manage project plans aligned to the partnership roadmap, including tax season readiness and key capability rollouts.
• Consolidate end-to-end customer journeys across platforms, including onboarding, tax-time contributions, and ongoing engagement.
• Identify and track mitigations of risks across technical integration, tax implications, and regulatory requirements.
• Support the execution of the retirement learning agenda by helping teams evaluate key questions related to adoption and engagement outcomes.
• Deliver status reporting and executive updates on progress, risks, and tax integration readiness.

Requirements

• Education: Bachelor’s degree in Business, Project Management, Computer Science, or related field, or equivalent experience.
• Experience: 5+ years of project management experience, ideally in mobile app development or migration projects. Demonstrated experience managing third-party partnerships and technical integrations. Experience coordinating complex, cross-functional programs with both internal teams and external partners.
• Technical Skills: Familiarity with Agile or hybrid delivery methodologies and project management tools such as Jira, Asana, or MS Project.

Qualifications

• Education: Bachelor’s degree in Business, Project Management, Computer Science, or related field, or equivalent experience.
• Experience: 5+ years of project management experience, ideally in mobile app development or migration projects. Demonstrated experience managing third-party partnerships and technical integrations. Experience coordinating complex, cross-functional programs with both internal teams and external partners.
• Technical Skills: Familiarity with Agile or hybrid delivery methodologies and project management tools such as Jira, Asana, or MS Project.

Skills

• Familiarity with Agile or hybrid delivery methodologies and project management tools such as Jira, Asana, or MS Project.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans.
• ESPP (employee stock purchase program).
• 401K program with a company match after 12 months of tenure.
• HSA (Health Savings Account on the HDHP plan).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program, certification prep, and a library of technical and leadership courses/books/seminars.
• Certification discounts and other perks to associations that include CompTIA and IIBA.
• Dedicated customer service team for our Consultants that can address questions around benefits and other resources.
• Certified Career Coach.

Pay

TBD

Schedule

TBD

Company Overview & Culture

This organization provides a modern financial services platform designed to help users take control of their financial lives. The platform offers features like spending and savings accounts, budgeting tools, savings goals, credit score insights, and early direct deposit to empower customers to manage their money securely.

Why Join Us

• This project is a top priority and directly enables our company’s future strategy.
• Your work will be seen and valued by senior leaders.
• Join a team passionate about delivering mobile-first experiences.
• Collaborate with colleagues who care about users and each other.

Everforth Apex Benefits Overview

• Supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans.
• ESPP (employee stock purchase program).
• 401K program with a company match after 12 months of tenure.
• HSA (Health Savings Account on the HDHP plan).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program, certification prep, and a library of technical and leadership courses/books/seminars.
• Certification discounts and other perks to associations that include CompTIA and IIBA.
• Dedicated customer service team for our Consultants that can address questions around benefits and other resources.
• Certified Career Coach.

Equal Opportunity Employer

We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.