Salesforce Program Manager - Financial Services

Responsibilities

• Execute the Salesforce & Advisor Tech Roadmap: translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross?Enterprise Alignment: Ensure initiatives are coordinated across different LOBs land functional teams, resolving dependencies and aligning priorities to maximize enterprise impact.
• Lead Program Governance & Collaboration: Facilitate cross?functional working sessions, requirements definition, and decision forums.
• Serve as a primary point of contact for business and executive stakeholders across technology, compliance, operations, and product teams.
• Manage Platform & Vendor Relationships: Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight to ensure solutions meet business, technical, and regulatory requirements.
• Ensure Operational Excellence: Oversee program planning, risk management, resourcing, and delivery tracking.
• Partner with technology and data teams on integration planning, data migrations, and release coordination while ensuring compliance and security considerations are addressed.
• Communicate with Executives: Prepare executive?ready updates, dashboards, and decision materials.
• Provide clear visibility into progress, risks, and outcomes while proactively managing stakeholder expectations.

Requirements

• 5+ years of experience in program management, with at least 3 years' experience in Salesforce — preferably experience within financial services, wealth management, or a regulated environment.
• Bachelor’s degree in Business, Finance, Technology, or a related field.
• Experience managing enterprise programs in the Salesforce ecosystem, including cross?functional delivery and vendor?led initiatives.
• Strong organizational skills with the ability to manage multiple initiatives, dependencies, and stakeholders simultaneously.
• Excellent communication and stakeholder?management skills, including comfort working with senior and executive audiences.
• Familiarity with advisor?centric platforms such as CRM, client portals, workflow, compliance, trading, or billing systems.
• Experience with collaboration and visualization tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
• Proven ability to translate strategy into execution, manage ambiguity, and drive outcomes.
• Collaborative, adaptable, detail?oriented, and motivated by delivering scalable, high?impact solutions.

Qualifications

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