Job Description

Position: Technical Program Manager | Wealth Management

Location: New York, NY or Fort Mill, SC

Type: Full-Time

Incedo is a US-based consulting, data science and technology services firm with over 4000 people helping clients from our six offices across US, Mexico and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science& healthcare industries.

The Technical Program Manager (TPM) will lead complex, multi‑team technology initiatives across trading, investment, advisor‑facing, and data‑driven platforms. This role requires strong program leadership, deep understanding of financial‑services technology, and hands‑on experience driving API‑based integrations, application interoperability, and modern integration patterns.

The TPM will oversee roadmap execution, cross‑functional alignment, vendor and platform integration, and regulatory‑aligned delivery. You will ensure that platform enhancements, data flows, and application interfaces are designed, integrated, and delivered with reliability, scalability, and compliance in mind.

Key Responsibilities

Program Leadership & Delivery

• Program Governance — Establish program structure, milestones, RAID logs, and reporting for multi‑workstream initiatives.
• Cross‑Functional Execution — Coordinate engineering, product, QA, architecture, operations, and compliance teams.
• Technical Delivery Oversight — Ensure solution design, system integration, and implementation align with business, technical, and regulatory requirements.
• Drive end‑to‑end delivery of platform enhancements, trading workflows, API‑driven integrations, data pipelines, and advisor‑facing capabilities.
• Oversee integration of internal and external applications using REST APIs, microservices, event‑driven patterns, and secure data‑exchange frameworks.

Stakeholder & Communication Management

• Provide clear, data‑driven executive reporting to senior leadership.
• Translate complex technical concepts—including API architecture, integration dependencies, and system interoperability—into business‑aligned communication.
• Facilitate steering committees, sprint reviews, and cross‑team alignment sessions.

Domain‑Specific Responsibilities

Lead programs involving:

• Trading platforms OMS / EMS
• Portfolio management systems
• Wealth & advisory platforms
• Market data integrations
• Regulatory & compliance‑driven initiatives

Expanded integration scope includes:

• Managing API modernization, including migration from legacy services to RESTful or event‑driven interfaces.
• Overseeing application‑to‑application integrations, including authentication, data mapping, versioning, and performance optimization.
• Coordinating vendor integrations, FIX connectivity, cloud‑native services, and data‑platform enhancements.
• Ensuring integration patterns support scalability, resiliency, and regulatory compliance.

Agile & SDLC Execution

• Partner with Scrum teams to ensure backlog readiness, sprint execution, and release planning.
• Ensure alignment across product, engineering, architecture, and integration teams.
• Drive continuous improvement across delivery processes, including API lifecycle management, integration testing, and release governance.

Required Qualifications

• 9–12+ years of combined experience as a Technical Program Manager, Program Manager, or Senior Project Manager in Wealth Management, Asset Management, Capital Markets, or Institutional Trading
• Proven experience delivering large‑scale, multi‑team technology programs.
• Strong understanding of:
• Trading workflows (equities, fixed income, mutual funds, alternatives)
• Advisor and client lifecycle
• Market data, order routing, and trade execution
• API‑based integrations, application interoperability, and modern integration frameworks
• Hands‑on experience with Agile/Scrum delivery.
• Excellent communication, executive‑level reporting, and stakeholder management skills.
• Ability to translate business needs into technical requirements, integration specifications, and delivery plans.

Preferred Qualifications

• Experience with OMS/EMS platforms, portfolio tools, or investment‑platform modernization.
• Exposure to cloud technologies (AWS, Azure) and modern integration patterns (APIs, microservices, event‑driven architectures).
• PMP, SAFe, CSM, or similar certifications.
• Experience working with vendor platforms or third‑party financial‑technology ecosystems.
• Familiarity with API gateways, service mesh, and integration‑platform‑as‑a‑service (iPaaS) solutions.

Success Indicators

• Consistent on‑time delivery of complex, multi‑team programs.
• Strong cross‑functional alignment and stakeholder satisfaction.
• Ability to anticipate integration risks early and drive mitigation strategies.
• Clear, concise communication with senior leadership.
• Demonstrated ownership of program outcomes and measurable business impact.