Vice President, Program Management Strategy Lead — Private Client Office

Overview In this role, you will lead a portfolio of strategic initiatives within the Private Client Office, blending project leadership with business management to define priorities, track progress, and demonstrate impact. You’ll collaborate with the Business Manager to expand PCO with key stakeholders and keep workstreams agile and on schedule. You’ll partner with Finance, Sales Strategy, Technology, and Location Strategy to enable governance and provide leaders with clear visibility into progress, risks, and decisions. You’ll shape cross-functional execution and drive measurable outcomes for the business. Compensation / Benefitshealth care coverageretirement savings plantuition reimbursementmental health supportfinancial coachingbackup childcare Responsibilities Oversee a portfolio of strategic initiatives from intake to adoption and impact measurement with clear scope and milestones Drive PCO expansion with stakeholders, maintaining agility and alignment with critical timelines Translate location strategy into actionable plans and coordinated execution Monitor field performance dashboards and indicators to identify issues and drive targeted actions Lead field leader business reviews with Finance insights, manage pre-reads, facilitation, and drive closure actions Coordinate cross-functional inputs for Field Leadership onboarding ensuring readiness and continuous improvement Coordinate planning with Finance, Sales Strategy, and Technology, consolidating dependencies and risks into a single plan Identify opportunities to streamline processes and standardize templates for transparency and execution discipline across PCOProactively surface risks and issues, escalate as needed, and maintain momentum and stakeholder trust Key requirements 4+ years in business management, strategy, consulting, or program/portfolio management in a complex, matrixed environment Strong stakeholder management with ability to influence and drive decisions across senior partners Ability to structure ambiguous problems, build actionable plans, and deliver outcomes across multiple workstreams Strategic thinker comfortable with both operations and execution details Excellent written and verbal communication, with experience creating executive updates and facilitating forums Proficiency in Microsoft Office (Word, Excel, Power Point); ability to build concise dashboards and leadership-ready materials Willingness and ability to travel 10-20% of the time Stakeholder management Influencing and alignment Cross-functional collaboration Microsoft Office suite Dashboard creation Executive communications