What You'll Do
- Track delivery status: keep an accurate, up-to-date picture of scope, progress, risks, and dependencies across one or more teams
- Run the operating rhythm: support planning, refinement, standups, and reviews so they produce real decisions, not just status updates
- Coordinate across teams: identify and track cross-team dependencies and follow up until they're resolved
- Report clearly: produce concise, honest status updates for team leads and stakeholders, tailored to their level of detail
- Learn the metrics: help gather and maintain delivery metrics such as lead time, cycle time, throughput, and work in progress
- Build technical fluency: develop enough understanding of the systems and architecture involved to ask good questions and spot risk early
- Maintain tooling hygiene: keep Jira and Confluence structures (epics, releases, dependencies) accurate and usable for reporting
What We're Looking For
- 3–5 years of experience in program/project coordination, delivery, or a related technical role
- Exposure to software engineering concepts, the delivery lifecycle, or a technical background you're building on
- Strong organizational skills and comfort managing multiple threads at once
- Clear written and verbal communication
- Working familiarity with Jira, Confluence, or similar tools
- A proactive, detail-oriented mindset with a genuine interest in how software gets built and delivered
What This Role Is Not
- Not a role focused only on scheduling meetings and chasing task status
- Not a decision-maker on product scope or priority
Key Partnerships
Engineering Managers and developers, QA, Product Managers, and senior Technical Program Managers who provide guidance and mentorship.
Why Join
This is a chance to learn technical program management from the ground up, inside a real engineering organization — building the skills, credibility, and delivery instincts to grow into larger, more ambiguous programs over time.
Skills Required
- 3-5 years of experience in program/project coordination, delivery, or a related technical role
- Exposure to software engineering concepts or a technical background
- Strong organizational skills and comfort managing multiple threads
- Clear written and verbal communication
- Working familiarity with Jira, Confluence, or similar tools
- Proactive, detail-oriented mindset with interest in software delivery
What We Do
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), the company 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, which scale across the complete wealth continuum. In 2024, InvestCloud was named a 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.
Why Work With Us
Our growth is driven by our people as much as by our product. We are a team of operators, designers and artists. We value fresh perspectives as well as seasoned experience. We are connected by a strong sense of fun and family, working with focus to meet and exceed the highest standards.
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