Sr Program Manager

Client Services Providence, Rhode Island Radnor, Pennsylvania


The Sr. Program Manager oversees the coordination and administration of all aspects of implementation and custom development efforts for an enterprise partner. 

As a member of the team, the candidate will work with our Enterprise clients in defining feature requirements and oversee the development of those features from inception to release.

The Sr. Program Manager also leads the analysis, documentation, and management of business requirements and will ensure that requirements are fully understood by the technical team before solutions are designed and implemented. 

The ideal candidate must be comfortable working directly with clients and must be able to articulate technology and product positioning to both business and technical users.

Job Responsibilities

  • Work with Enterprise partners to determine feature set needs
  • Understand business needs, and gather and interpret functional and technical requirements
  • Understand technical details concerning how our software works and the problems they solve for our clients
  • Provide program management support for complex integration and custom development efforts
  • Write functional requirement documents for Product Owners who break down the requirements into user stories for SCRUM teams
  • Mentor and train Program Managers
  • Identify and engage all key stakeholders, contributors, business and technical resources required for projects and ensure contributors are motivated to complete tasks within the parameters of the project plan
  • Work with Development to communicate partner needs and strategize on how to incorporate the needs into the existing platform
  • Collaborate with business owners, financial planners and software engineers in the design and development of financial planning software
  • Work with Software Engineering and Quality Assurance to ensure software implementations meet partner business requirements
  • Work with Software Engineering and Quality Assurance to configure and test enterprise-specific software installations
  • Support QA with direction, support and writing of test cases in the areas of auditing and testing
  • Serve as Technical Support liaison to Customer Service regarding issue tracking and problem resolution
  • Be the single point of contact between the Enterprise partner and internal team
  • Work with PMO to coordinate resources between engineering, QA and self for the duration of the project
  • Manage the project life cycle to ensure comprehensive, timely and high-quality outcomes for software project delivery
  • Serve as informal project manager and communicate with both internal and external partners with project status and weekly status reports
  • Serve as the point person and be on-call during the product release
  • Review contracts pertaining to software functionality and write statements of work for custom partner work
  • Remain current on technical and professional developments affecting areas of responsibility 


  • Bachelor’s degree in Computer Science or related field or equivalent experience required
  • 6+ years’ experience in a combination of program management, business analysts, project management and/or software application development in the financial services industry 


  • Clear understanding of enterprise software implementation and technical services
  • Experience with software application development
  • Strong requirements gathering, analytical and diagnostic skills
  • Ability to work on multiple projects concurrently with competing priorities
  • Experience working in a software development arena building Financial Software applications
  • Working knowledge of Financial Planning concepts or experience in the Financial Services industry
  • Be able to wear multiple hats – program manager, project management, business analysis, specification writer
  • Excellent written, oral, and listening communication skills
  • Ability to resolve conflicting end-user requirements
  • Strong analytical and diagnostic skills
  • Top notch organizational skills and ability to work within processes
  • Working knowledge of Microsoft Office, Microsoft Project and Microsoft Visio
  • Detailed oriented
  • Team player 


eMoney Advisor is the creator of the leading wealth-planning technology for financial professionals and firms, offering the cutting-edge solutions needed to succeed as the regulatory environment shifts, investor expectations change, and the industry landscape becomes increasingly competitive. Not only do our solutions help financial professionals streamline their workflow and add efficiency to their business, they also — more importantly – create an unmatched, interactive client experience that builds trust and strengthens the advisor-client relationship. Though we’re driven to lead through innovation, the defining principle of eMoney’s existence will always remain the same: an unwavering dedication to helping advisors and their clients succeed.