Technical Program Manager, Enterprise Platform

Responsibilities

• Platform Delivery & Execution
• Own cross-platform planning, milestones, dependencies, and delivery governance across Salesforce, Addepar, Vestmark, Sage Intacct, and FutureVault.
• Drive execution of platform roadmaps, major initiatives, and complex releases while protecting operational stability.
• Establish delivery cadences, decision forums, and escalation paths across technology and business teams.
• Proactively identify delivery risks, platform constraints, and downstream impacts.
• Manage change impacts to advisors, operations, and end users with clarity and discipline.
• M&A Integration Enablement
• Translate M&A integration complexity into executable plans across enterprise platforms.
• Coordinate platform readiness, sequencing, data migration timelines, and cutover planning.
• Ensure integrations align with target-state architecture, operating model, and risk posture.
• Drive mitigation plans and informed trade-offs with leadership.
• Qualifications & Requirements:
• 5-10 years of experience in technical program management, delivery, or execution roles supporting enterprise platforms.
• Background in wealth management, asset management, fintech, or regulated financial services environments preferred.
• Experience managing vendor dependencies, platform constraints, and release cycles without defaulting to vendor support.
• Experience working directly with engineers, architects, security, and product leaders to resolve complex delivery issues.
• Exposure to multi-entity, multi-platform operating models at scale.
• Prior experience supporting advisor-facing or client-facing platforms strongly preferred.
• Hands-on experience supporting M&A integrations, system migrations, or large-scale operating-model change is a plus
• Skills & Competencies:
• Strong understanding of how CRM, portfolio management, accounting, and document management platforms interact within a wealth management or financial services environment.
• Direct, hands-on experience leading delivery for at least two of the following enterprise platforms: Addepar, Salesforce, Vestmark, FutureVault, Sage Intacct.
• Understands how integrations, data flows, and workflows interact across systems.
• Strong command of dependency management, risk mitigation, and execution trade-offs in platform-heavy environments.
• Exceptional ability to turn ambiguity into structured, actionable plans and comfortable driving outcomes without formal authority.
• Pragmatic approach to sequencing, trade-offs, and adoption.
• Clear, concise communicator with senior leaders and technical teams.
• Able to translate execution complexity into decision-ready narratives.
• Pay Information
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
• U.S. Eligibility Requirements
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requi

Additional Information

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

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