Program Manager - Trust / Wealth Modernization Job at TalentOla, Charlotte, NC

  • TalentOla
  • Charlotte, NC

Job Description

Program Manager Trust / Wealth Modernization

Location: On-site / Hybrid

Engagement Type: Program-based (T3K SWP Migration)

Role Overview

We are seeking a senior Program Manager with direct experience managing large-scale Trust and Wealth platform migrations to lead the FHN-side program governance for the T3K SWP modernization. This is a high-visibility role requiring strong leadership, stakeholder management, and migration execution expertise.

Key Responsibilities

  • Own the integrated FHN-side program plan across all modernization workstreams - integration, data, QE, BA, and application sunsetting
  • Manage SEI/FHN dependencies, cross-team coordination, and third-party vendor relationships
  • Drive governance cadences - steering committees, workstream leads, and executive reporting
  • Lead migration readiness assessment, cutover planning, and go-live execution
  • Maintain RAID log (Risks, Assumptions, Issues, Dependencies) and proactively manage blockers
  • Serve as the primary point of accountability for program delivery on the FHN side
  • Support change management and stakeholder engagement across FHN business and technology teams

Required Skills & Experience

  • 10+ years of program/project management experience in financial services technology
  • Direct experience managing Trust, Wealth Management, or Private Banking platform migrations
  • Prior exposure to SEI Trust 3000 (T3K) and/or SEI Wealth Platform (SWP) strongly preferred
  • Proven track record managing multi-year, multi-workstream programs in complex enterprise environments
  • Strong understanding of SAFe Agile / PI planning methodology
  • Excellent executive communication and stakeholder management skills
  • PMP or equivalent certification preferred

Job Tags

Full time, Part time, Internship, Seasonal work

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