The Director, Program Management – APL PS will lead a portfolio of complex, multi-year APL programs for our largest strategic clients. This leader is accountable for end-to-end delivery, governance, and client outcomes across implementations, conversions, and major platform initiatives, ensuring programs are delivered predictably, safely, and in a way that scales.
This role sits at the intersection of clients, Product, Engineering, and Account Management, driving alignment on priorities, scope, and execution.
Key Responsibilities
Program Leadership & Delivery
- Own end-to-end delivery for a portfolio of APL programs, including large conversions, platform rollouts, and strategic enhancements, from discovery through production stabilization.
- Establish and run program governance, including steering committees, RAID logs, decision logs, and executive reporting.
- Ensure programs are delivered on time, on budget, and within scope, with clear change control and risk management practices.
- Drive cross-team coordination across Professional Services, Product, Engineering, QA, and Operations.
Client Partnership & Stakeholder Management
- Serve as a senior point of contact and trusted advisor for key APL clients, including Ameriprise, LPL, Raymond James, and Wells.
- Translate client priorities into clear program roadmaps, milestones, and success metrics.
- Manage executive-level communications, including status reporting, risk and issue escalation, and go-live readiness.
Governance, Controls & Production Readiness
- Implement and enforce delivery controls and governance frameworks, including finance and revenue recognition requirements.
- Oversee release and production support planning for major events such as conversions, go-lives, and large releases, partnering with L2/support and operations teams.
- Ensure programs incorporate testing strategy, conversion planning, and operational readiness, including files, jobs, and controls.
Commercial & Portfolio Alignment
- Partner with Account Management to align on Professional Services scope and revenue expectations by client, including SOW structure, change orders, and support offerings.
- Identify and package client needs into SOWs, retainers, and follow-on work, including program governance and platform stability services.
- Contribute to account planning and portfolio roadmapping, ensuring delivery commitments support broader subscription and product strategies.
Practice & Methodology Development
- Define and continuously improve APL delivery methodologies, runbooks, and templates for implementations and conversions, including APL 10 and TradeFlow.
- Champion best practices in program management, governance, and risk management across the APL PS organization.
- Mentor project and program managers informally, raising the bar on planning, execution, and stakeholder communication.
Qualifications
Required
- 10+ years of experience in Program and Project Management, including 5+ years leading large, complex programs in financial services or enterprise software.
- Proven experience delivering multi-workstream, multi-year client programs with multi-million-dollar budgets.
- Strong background in governance, controls, and risk management, including familiarity with finance and revenue-recognition-aware delivery.
- Demonstrated ability to influence senior client stakeholders and manage C-level expectations.
- Experience working with distributed, cross-functional teams across Professional Services, Product, Engineering, QA, and Operations.
- Excellent communication, executive storytelling, and negotiation skills.
Preferred
- Experience with managed accounts, SMA/UMA, trading, performance, or tax-aware platforms.
- Background in APL, APL 10, TradeFlow, or similar wealth and asset management platforms.
- Formal project or program credentials such as PMP, PgMP, SAFe, or Agile certifications.
- Prior responsibility for large client programs or portfolios in a vendor or consulting environment.
Success Measures
- Programs are delivered on time and on budget with high client satisfaction, including strong NPS/CSAT results and client references.
- Strong, referenceable relationships with strategic APL clients and repeat program wins.
- Improved predictability, governance, and risk management across the APL program portfolio.
- Reusable frameworks and runbooks that simplify and de-risk future implementations and conversions.
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.
As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.
In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.
Our Values
- Client Connected
- Human Centered
- Technology Forward
- Respect + Integrity
- Excellence
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.
Salary Range: $176,000 – $200,000
Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.
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