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Own and drive the end-to-end delivery of multiple concurrent strategic software initiatives across the Pre-Investment vertical, ensuring alignment with business goals, timelines, and resource plans. - Build trusted relationships with product and engineering leads, understand strategic priorities and technical tradeoffs, and co-own delivery outcomes alongside both disciplines. - Lead cross-functional collaboration with the Product, Engineering, UX, Legal, Compliance, and Sales teams to ensure seamless execution and stakeholder alignment across distributed, multi-location teams. - Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies across a portfolio of technically complex initiatives. - Diagnose root causes, drive resolution directly, and escalate when necessary, with clear context and recommendations. - Use analytical reasoning to assess program performance, identify areas for improvement, and lead efforts to improve efficiency and effectiveness within the team. - Serve as a power user and operational owner of Monday.com, designing and maintaining boards, dashboards, automations, and workflows that drive transparency, accountability, and timely delivery across teams. Ensure Monday.com is the source of truth for roadmap tracking, status reporting, and cross-functional visibility. - Maintain deep operational fluency in JIRA and Confluence, actively using JIRA for sprint-level tracking, backlog management, and engineering alignment, and Confluence for documentation, decision logs, and durable program artifacts. Operate seamlessly across all three platforms (Monday.com, JIRA, Confluence) as an integrated toolkit. - Prepare and present project status reports, dashboards, and performance metrics to leadership and cross-functional stakeholders. - Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus. - Leverage AI tools, including Microsoft Copilot and Anthropic's Claude to accelerate operational workflows such as drafting communications, synthesizing meeting notes, analyzing project data, generating status summaries, and improving the speed and quality of program execution outputs. Qualifications
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7-10+ years of relevant experience within program management, project management, or business analysis roles
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Proven experience delivering multiple complex, technically deep software projects simultaneously in financial services or fintech environments
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Demonstrated ability to partner directly with product and engineering leadership, understanding product strategy, technical architecture, sprint mechanics, and delivery tradeoffs well enough to co-own outcomes, not just track them
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Experience working effectively with globally distributed teams
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Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders
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Able to operate independently with minimal direction and take direct ownership of problems from identification through resolution
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Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset
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Deep understanding of Agile methodologies and advanced proficiency across the full toolset (i.e. Monday.com, JIRA, and Confluence)
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Operational rigor with a focus on process improvement, workload distribution, and team enablement
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Experience peer-influencing projects and fostering a culture of accountability and growth
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Hands-on experience with AI productivity tools, specifically Microsoft 365 Copilot (for email, Teams, document drafting, and meeting synthesis) and Anthropic Claude (for analysis, summarization, and operational content generation)
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Comfort experimenting with AI-assisted workflows to improve team velocity, reduce manual overhead, and enhance the quality of executive-facing deliverables
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PMP, SAFe, CSM, or CSP certifications are a plus
