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About the Role
The SVP, Technology PMO serves as the operational backbone of the Technology organization, connecting strategy, execution, financial performance, and business outcomes. This role leads enterprise-scale programs, portfolio governance, budgeting, and resource planning while building the structure and rigor needed to deliver technology initiatives predictably and effectively.
Responsibilities
- Own the coordinated portfolio of Technology programs, projects, and central initiatives
- Establish consistent governance, planning standards, and operating rhythms
- Maintain access to priorities, timelines, achievements, dependencies, risks, resources, and outcomes
- Drive execution across complex cross-functional initiatives and ensure issues are brought up and resolved quickly
- Maintain a consolidated Technology roadmap and support prioritization, sequencing, and prioritisation decisions
- Lead Technology budgeting, forecasting, and financial oversight in collaboration with Finance
- Maintain access to budget, forecast, actual spend, commitments, and variances
- Partner with Technology leaders to manage financial performance across functions and central initiatives
- Support annual planning, reforecasting, investment cases, and capital and operating expense management
- Identify financial risks, trends, and opportunities and ensure appropriate action is taken
- Provide clear, focused reporting on portfolio, financial, and execution performance
- Establish operating rhythms for Technology leadership, portfolio reviews, and long-term planning
- Maintain a consistent source of truth for major initiatives, commitments, risks, and financial performance
- Ensure executive decisions, actions, and accountabilities are detailed and driven through completion
- Provide the CTO and Technology Leadership Team with concise insights required for effective decision-making
- Partner with sponsors to establish measurable objectives and encouraged outcomes for strategic Technology investments
- Track encouraged versus delivered outcomes
- Improve linkage between Technology investment, execution performance, and measurable business value
- Build and lead a high-performing Technology PMO
- Develop program and project managers who function as execution leaders
- Establish scalable tools, standards, and delivery practices
- Build a culture of urgency, transparency, ownership, and accountability
Requirements
- 15+ years of experience in technology program management, portfolio management, transformation, consulting, or technology delivery
- Experience leading enterprise-scale Technology programs and portfolios
- Robust experience in Technology budgeting, forecasting, and financial oversight
- Strong executive governance, organizational coordination, and collaborator management skills
- Ability to synthesize complex information into clear priorities, decisions, and actions
- Strong operator who builds structure and accountability without unnecessary bureaucracy
- Financial services or other regulated-industry experience preferred
Experience Level
- 15+ years of experience
Salary/Compensations
- $135,000-$175,000
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
About the Company
- Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
- We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
- With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise.
- Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.
- Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
- For more information, visit www.wealthspire.com.
- Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Equal Opportunity
- Wealthspire is an inclusive Equal Employment Opportunity employer.