Salesforce Program Manager - Financial Services

Job Description

We are hiring a Salesforce Program Manager for one of our clients in Wealth Management. This is a FTE permanent role, based in Austin TX. Candidates should be willing to be onsite 4 days/week. Salary range is between $145,000-185,000 plus benefits.

This role has a a strong focus on Salesforce and related technologies and is central to executing the enterprise Salesforce roadmap. You’ll partner closely with technology, compliance, and business leaders to translate strategy into delivery—ensuring programs are aligned, well?governed, and driving measurable outcomes for advisors and internal teams.

This is an ideal opportunity for a program leader who thrives in complex environments, enjoys cross?functional collaboration, and is passionate about delivering scalable, advisor?centric platform solutions.

Responsibilities

• Execute the Salesforce & Advisor Tech Roadmap: translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross?Enterprise Alignment: Ensure initiatives are coordinated across different LOBs land functional teams, resolving dependencies and aligning priorities to maximize enterprise impact.
• Lead Program Governance & Collaboration: Facilitate cross?functional working sessions, requirements definition, and decision forums. Serve as a primary point of contact for business and executive stakeholders across technology, compliance, operations, and product teams.
• Manage Platform & Vendor Relationships: Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight to ensure solutions meet business, technical, and regulatory requirements.
• Ensure Operational Excellence: Oversee program planning, risk management, resourcing, and delivery tracking. Partner with technology and data teams on integration planning, data migrations, and release coordination while ensuring compliance and security considerations are addressed.
• Communicate with Executives: Prepare executive?ready updates, dashboards, and decision materials. Provide clear visibility into progress, risks, and outcomes while proactively managing stakeholder expectations.
  
  

Experience needed:

• 5 years of experience in program management, with at least 3 years' experience in Salesforce — preferably experience within financial services, wealth management, or a regulated environment.
• Bachelor’s degree in Business, Finance, Technology, or a related field
• Experience managing enterprise programs in the Salesforce ecosystem, including cross?functional delivery and vendor?led initiatives.
• Strong organizational skills with the ability to manage multiple initiatives, dependencies, and stakeholders simultaneously.
• Excellent communication and stakeholder?management skills, including comfort working with senior and executive audiences.
• Familiarity with advisor?centric platforms such as CRM, client portals, workflow, compliance, trading, or billing systems.
• Experience with collaboration and visualization tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
• Proven ability to translate strategy into execution, manage ambiguity, and drive outcomes.
• Collaborative, adaptable, detail?oriented, and motivated by delivering scalable, high?impact solutions.
  
  

Reach out to learn more!