SVP, Technology Program Management Office

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

The SVP, Technology PMO serves as the operational backbone of the Technology organization, connecting strategy, execution, financial performance, and business outcomes. This role leads enterprise-scale programs, portfolio governance, budgeting, and resource planning while building the structure and rigor needed to deliver technology initiatives predictably and effectively.

Program, Portfolio & Project Management

• Own the coordinated portfolio of Technology programs, projects, and central initiatives
• Establish consistent governance, planning standards, and operating rhythms
• Maintain access to priorities, timelines, achievements, dependencies, risks, resources, and outcomes
• Drive execution across complex cross-functional initiatives and ensure issues are brought up and resolved quickly
• Maintain a consolidated Technology roadmap and support prioritization, sequencing, and prioritisation decisions

• Lead Technology budgeting, forecasting, and financial oversight in collaboration with Finance
• Maintain access to budget, forecast, actual spend, commitments, and variances
• Partner with Technology leaders to manage financial performance across functions and central initiatives
• Support annual planning, reforecasting, investment cases, and capital and operating expense management
• Identify financial risks, trends, and opportunities and ensure appropriate action is taken

• Provide clear, focused reporting on portfolio, financial, and execution performance
• Establish operating rhythms for Technology leadership, portfolio reviews, and long-term planning
• Maintain a consistent source of truth for major initiatives, commitments, risks, and financial performance
• Ensure executive decisions, actions, and accountabilities are detailed and driven through completion
• Provide the CTO and Technology Leadership Team with concise insights required for effective decision-making

• Partner with sponsors to establish measurable objectives and encouraged outcomes for strategic Technology investments
• Track encouraged versus delivered outcomes
• Improve linkage between Technology investment, execution performance, and measurable business value

• Build and lead a high-performing Technology PMO
• Develop program and project managers who function as execution leaders
• Establish scalable tools, standards, and delivery practices
• Build a culture of urgency, transparency, ownership, and accountability

• Consistency in Technology program and project delivery
• Transparency and condition of the Technology portfolio
• Technology budget, forecast, actuals, and financial transparency
• Efficiency of portfolio prioritization and resource planning
• Early identification and resolution of delivery and financial risks
• Quality of executive reporting and Technology operating cadence
• Functioning of the Technology PMO

• 15+ years of experience in technology program management, portfolio management, transformation, consulting, or technology delivery
• Experience leading enterprise-scale Technology programs and portfolios
• Robust experience in Technology budgeting, forecasting, and financial oversight
• Strong executive governance, organizational coordination, and collaborator management skills
• Ability to synthesize complex information into clear priorities, decisions, and actions
• Strong operator who builds structure and accountability without unnecessary bureaucracy
• Financial services or other regulated-industry experience preferred

Establish the management field required to operate Technology as a cohesive, accountable organization-connecting strategy, execution, financial performance, priorities, and outcomes.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $135,000-$175,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

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