Manager, Strategic Programs

For our client, we are seeking a Manager, Strategic Programs to join the team of a leader in the Finance & Insurance space.

This role will lead high-impact, cross-functional programs focused on improving the customer experience and driving operational performance across trading-related product areas. The manager will partner closely with product, operations, and senior stakeholders to shape strategy, execute a multi-quarter roadmap, and strengthen readiness for major launches. This position requires a strong blend of program leadership, executive communication, and metrics-driven decision-making.

The ideal candidate will bring experience working on complex customer and product operations initiatives in a regulated financial environment, with an emphasis on outcomes that improve service efficiency and customer satisfaction.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $166,345 – $195,700 annually

Responsibilities

• Own and manage a portfolio of trading product domains to achieve support contact reduction and performance targets
• Lead the end-to-end high net worth customer experience program, defining strategy and cross-functional operating models
• Set priorities and strategies for complex, high-stakes problems, engaging Director+ stakeholders
• Build and execute a comprehensive multi-quarter improvement roadmap combining product and customer experience enhancements
• Ensure customer experience readiness for Tier 1 trading launches, assessing post-launch metrics like CSAT and adoption
• Collaborate with trading product teams on operational reviews to highlight customer feedback and performance gaps

Qualifications

• 7+ years in program management, CX, or product operations in trading or financial services
• 5+ years of experience directly managing high-value customer segments or critical programs
• Ability to lead complex cross-functional initiatives involving 5+ teams
• Proven skills in influencing senior stakeholders without direct authority
• Experience with KPI frameworks and executive reporting linking CX metrics to business outcomes
• Active FINRA Series 7 and Series 63 licenses
• Skill in using generative AI with appropriate oversight for business efficiency

Benefits

• Medical, dental, and vision coverage
• 401(k) plan options
• Equity and bonus eligibility
• Flexible application process, allowing up to 3 applications in 6 months

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.