Program Manager

We are seeking a full-time Program Manager – Client Services and Operations Transformation to join our team. This role will lead a high-impact transformation program focused on helping the Client Services and Operations teams operate more efficiently, consistently, and at scale. The Program Manager will drive Salesforce workflow optimization, clarify roles and responsibilities across teams, and provide leadership with actionable insights into the performance of our outsourced Data Management Team.
Your Role and Responsibilities
• Lead the planning, coordination, and execution of a multi-workstream transformation program across Client Services, Operations, Technology, Data, and related business stakeholders.
• Develop and manage integrated program plans, milestones, dependencies, risks, issue logs, decision trackers, and executive status reporting.
• Coordinate workflow optimization efforts across core Salesforce case types and operational processes, including account opening, account maintenance, money movement, reporting, onboarding, trading-related requests, and other client service activities.
• Support the definition and implementation of a target operating model that clarifies roles, responsibilities, ownership, escalation paths, and handoffs between Client Services, Operations, Technology, and external partners.
• Establish governance routines, meeting cadences, working groups, and communication channels to ensure alignment, timely decision-making, and accountability across all program stakeholders.
• Track program outcomes and operational performance indicators, including cycle times, backlog trends, adoption metrics, data quality measures, service levels, and process improvement benefits.
• Provide visibility into the performance of the outsourced Data Management Team by developing reporting routines, scorecards, quality measures, service-level expectations, issue escalation processes, and recurring performance reviews.
• Partner with internal data, technology, and operations teams to ensure data remediation efforts are prioritized, measurable, and aligned with Salesforce adoption, reporting, and client service goals.
• Prepare concise executive-ready updates, recommendations, and decision materials for senior leadership, steering committees, and transformation governance forums.
• Identify program risks, resource constraints, adoption barriers, and operational dependencies; proactively recommend mitigation strategies and escalation paths.
• Drive change management activities, including stakeholder engagement, communication planning, adoption tracking, training coordination, and reinforcement of standardized processes.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

• You bring 5 years of experience in program management, project management, business transformation, operational excellence, or related roles.
• You have prior experience working in financial services, wealth management, investment advisory, banking, asset management, or another regulated business environment.
• You have demonstrated experience leading cross-functional programs involving business stakeholders, technology teams, vendors, and operational teams.
• You understand process improvement, workflow optimization, change management, governance, and business operations.
• You can translate business objectives into structured plans, clear deliverables, measurable outcomes, and executive-level reporting.
• You have experience managing third-party vendors, outsourced teams, managed service providers, or external consulting partners.
• You are analytical and comfortable interpreting operational metrics, data quality trends, service-level performance, and process improvement opportunities.
• You communicate clearly with frontline teams, business leaders, technology partners, and executive stakeholders.
• You are highly organized, detail-oriented, and able to manage multiple workstreams in a fast-paced environment.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.