The Anderson Search Group has been engaged by a premier $100B+ financial institution to identify an experienced Wealth Management Senior Program Manager to join its growing Wealth Management organization in Houston, Texas, or Salt Lake City, Utah.
Wealth Management represents a significant strategic growth priority for our client, serving affluent and high-net-worth individuals, families, business owners, and executives across an extensive Western U.S. banking footprint.
This is a highly visible, senior-level position responsible for translating the organization's long-term Wealth Management strategy into executable programs, operational improvements, and measurable business results.
The successful candidate will combine deep wealth management expertise with strategic program leadership, Salesforce CRM proficiency, financial analysis, change management, and the ability to influence stakeholders across a complex financial services organization.
This is not a traditional client-facing Wealth Advisor position. It is a strategic business leadership opportunity working across Wealth Management, banking, credit, operations, technology, and executive management.
Key Responsibilities
Strategic Program Leadership & Execution
Lead complex, high-impact Wealth Management programs and cross-functional business initiatives from development through successful implementation.
Partner with senior Wealth Management executives, banking leadership, business-line sponsors, and other stakeholders to develop and execute strategic roadmaps.
Support the execution of the Wealth Management division's five-year strategic plan, translating long-term priorities into actionable initiatives and measurable outcomes.
Establish program objectives, scope, timelines, milestones, resource requirements, dependencies, and implementation strategies.
Serve as the primary point of accountability across multiple business lines and functional areas involved in strategic initiatives.
Develop and maintain comprehensive program plans covering scheduling, resources, dependencies, risk management, and performance reporting.
Identify business challenges, evaluate potential solutions, and develop comprehensive business cases and financial justifications.
Maintain financial oversight of assigned programs, including budgets, resource utilization, financial tracking, and return-on-investment considerations.
Identify and mitigate program risks while proactively resolving obstacles that could impact execution, adoption, or business results.
Prepare and deliver executive-level presentations outlining progress, key performance indicators, risks, recommendations, and strategic outcomes.
Lead organizational change-management initiatives associated with new platforms, business processes, technologies, and strategic priorities.
Facilitate collaboration and decision-making among stakeholders with competing priorities and organizational responsibilities.
Salesforce CRM & Wealth Business Management
A significant component of this position involves serving as a primary Salesforce subject matter expert for the Wealth Management organization.
Responsibilities include:
Lead initiatives designed to improve Salesforce utilization, adoption, reporting, and business effectiveness across Wealth Management.
Optimize CRM processes supporting client referrals, internal banking referrals, business development, and advisor pipelines.
Enhance the tracking and reporting of opportunities, pipeline activity, closed-won business, and advisor production.
Develop processes and reporting tools that improve pipeline visibility, data accuracy, accountability, and management decision-making.
Partner with Wealth Management leadership to identify opportunities for Salesforce workflow enhancements, automation, and process improvements.
Collaborate with technology, operations, and business teams to implement CRM improvements that support advisor productivity and business growth.
Establish consistent business practices…