Temporary Program Manager (Wealth Management Transformation)

Los Angeles, CA - USA

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Temporary Program Manager (Wealth Management Transformation)

Location: Los Angeles CA (Hybrid / Onsite as needed)
Type: Contract / Temporary
Level: Manager

Overview

Were seeking a Temporary Program Manager with strong Wealth Management and advisory transformation experience to support a large-scale initiative within a regulated financial services environment. This role will lead defined programs or major workstreams related to Broker-Dealer to RIA transitions advisor onboarding and platform change serving as both a program lead and subject matter expert.

Key Responsibilities

Lead Wealth Management transformation programs or workstreams including BD-to-RIA or hybrid model transitions
Serve as a subject matter expert (SME) across advisory operating models onboarding and platform change
Partner across Legal Compliance Operations Technology and Advisor teams to drive execution
Support custody clearing and asset transfer activities including advisor and client onboarding
Manage timelines risks issues dependencies and program reporting
Track and mitigate regulatory operational and execution risks tied to advisory transitions
Ensure delivery aligns with regulatory requirements controls and operating standards
Prepare status updates and materials for senior stakeholders

Required Qualifications

7 10 years of program or project management experience in Banking or Financial Services
Strong Wealth Management domain expertise including advisory platforms or operating models
Experience supporting Broker-Dealer to RIA transitions or similar advisory initiatives
Familiarity with RIA custodians (e.g. Pershing)
Working knowledge of Broker-Dealer vs. RIA regulatory and operating frameworks
Experience delivering initiatives in regulated environments
Strong stakeholder management and communication skills

Temporary Program Manager (Wealth Management Transformation) Location: Los Angeles CA (Hybrid / Onsite as needed) Type: Contract / Temporary Level: Manager Overview Were seeking a Temporary Program Manager with strong Wealth Management and advisory transformation experience to support a large-scal...