Director, Program Management – Brokerage Modernization
Westlake, TX
Category: Program/Project Management
Industry: Financial Services
Reference ID: JN -122025-104709
Date Posted: 02/08/2026
Shortcut: http://careers.eliassen.com/a7lddb
Description:
Hybrid in Westlake, TX
Our client is a leading financial services organization serving individuals and institutions through a broad set of investment and brokerage solutions. The company operates nationwide with major hubs across the United States and partners with global teams. It emphasizes stability, innovation, and client-centric service within personal investing, workplace investing, institutional services, asset management distribution, enterprise infrastructure, labs, corporate technology, and UX.
We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $55.00 to $75.00/hr. w2
Responsibilities:
Responsibilities
- Lead end-to-end program management for large-scale, multi-year modernization initiatives across brokerage recordkeeping technology with a focus on strategic alerting and notification platforms serving B2B, B2C, and B2B2C.
- Oversee project planning, execution, and delivery using Agile and hybrid methodologies tied to measurable outputs and business outcomes.
- Manage cross-functional teams including internal stakeholders, external vendors, and business partners.
- Serve as a liaison between business users such as trading desks, operations, and money movement, and technology teams.
- Advise senior leadership through executive updates, roadmaps, and performance metrics.
- Drive alignment across organizations to support prioritization and resource optimization.
- Partner with enterprise architects to align modernization with target-state architecture and integration strategies across legacy and modern platforms.
- Ensure seamless data flow and service interoperability across platforms.
- Facilitate data strategy and governance compliance in collaboration with business SMEs, technology teams, and data governance councils.
- Establish and maintain governance frameworks, risk and dependency management, and change control processes.
- Identify, track, and mitigate program risks and critical path dependencies.
- Collaborate with legal, risk, and compliance teams to meet evolving regulatory requirements.
- Understand product landscapes, capabilities, interaction points, and current and target-state architecture.
- Foster collaboration, innovation, and continuous improvement across program teams.
- Provide leadership and mentorship to project managers, analysts, enablement leads, and delivery leads.
Experience Requirements:
Experience Requirements
- 10+ years in software development with at least 5 years as a project or program manager delivering across analysis, development, and QA.
- Proven success leading enterprise-wide programs with complex interdependencies and stakeholders.
- Experience with cloud migration, digital transformation, and platform modernization.
- Strong background with Agile and waterfall methodologies.
- Experience influencing and collaborating in matrix-managed environments and across diverse groups.
- Demonstrated ability to take initiative, drive decisions, and navigate ambiguity.
- Proactive and confident communication with strong ownership and follow-through.
- Ability to communicate from C-suite to developers and business SMEs.
- Influencing skills that extend beyond organizational boundaries.
- Financial services experience with understanding of brokerage preferred.
- Prior experience with the organization’s environment preferred.
- Certifications such as PMP, PMI-ACP, or SAFe Program Consultant preferred.
Education Requirements:
Education Requirements
- BA or BS degree.
- PMP certification preferred.
- PMI-ACP certification preferred.
- SAFe Program Consultant (SPC) certification preferred.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact InfoSec@eliassen.com.
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Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Eliassen Group’s Affirmative Action Plan (AAP) is available for inspection by any employee or applicant for employment upon request, during normal business hours of Monday through Friday, 8:30am to 5:30pm EST. Interested persons should contact Phaedra Wells at pwells@eliassen.com for assistance. It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Applicants with disabilities that believe they require an accommodation or assistance with a position, please email our HR team at hradmin@eliassen.com. This email inbox is designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Emails sent for other purposes will not receive a response.
Please be advised that a number of fraudulent job postings have been released under the Eliassen Group brand.
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