Delivery Lead with Wealth Management
Dallas, TX (On-Site)
Job Description:
Delivery Lead – Wealth Management
Location: Dallas Onsite or NJ
Employment Type: Full-Time
Salary: Up to $200K + Benefits
Job Description:
We are looking for an experienced Delivery Lead with strong Wealth Management domain expertise to lead large-scale technology and business initiatives for a leading financial services client. The ideal candidate will be responsible for end-to-end program delivery, stakeholder management, and driving strategic initiatives within Wealth Management platforms and digital transformation programs.
Key Responsibilities:
Lead end-to-end delivery of
Manage project planning, execution, risks, and stakeholder communication across business and technology teams.
Collaborate with product owners, architects, and engineering teams to ensure successful delivery.
Drive Agile / Scrum delivery frameworks and ensure alignment with business objectives.
Oversee integrations involving portfolio management, trading systems, client onboarding, and reporting platforms.
Manage cross-functional and distributed teams while ensuring high-quality delivery and timelines.
Required Skills:
15+ years of experience in Program / Delivery Management.
Strong Wealth Management or Asset Management domain experience.
Proven experience delivering large-
Experience working with Agile methodologies and stakeholder management at senior levels.
Excellent leadership, communication, and problem-solving skills.
Key Skills:
- Wealth Management, Asset Management