
Director, Platform Programs
Posted Oct 20

Posted Oct 20
This is a fully remote position, open to applicants in United States.
• Lead and facilitate the quarterly and annual roadmap planning, aligning business objectives, squad capacity, and committed deliverables.
• Prepare and present updates for the Advisors Leadership Forum on behalf of the Platform organization.
• Organize sprint demonstrations and conduct retrospectives that encourage behavioral transformation.
• Manage the connection between planned initiatives, completed projects, and insights gained.
• Design and oversee the complete development process from intake and requirements to build and delivery.
• Establish and manage an intake framework that evaluates requests based on business impact, strategic alignment, squad capacity, and effort.
• Define roles and responsibilities across product management, engineering, design, and data teams.
• Collaborate with product managers to rigorously assess scope, identify dependencies, and mitigate scope creep.
• Oversee delivery execution within the Platform organization, monitor commitments, identify risks, and promote accountability.
• Address and resolve blockers while escalating issues as necessary.
• Represent Platform priorities in cross-functional discussions and support the comprehensive squad model.
• Monitor and report on development hours and team capacity.
• Collaborate with finance on budget visibility, variances, and resource planning.
• Manage Platform health metrics including delivery velocity, planning accuracy, intake cycle times, uptime, and applicable SLAs.
• Act as the primary liaison between Platform and compliance, legal, finance, BI, and people functions.
• Work directly with and on behalf of the Chief Platform Officer, delivering leadership visibility and decision-making support.
• 8+ years of experience in program management, PMO leadership, or a senior operational role within a product and/or technology organization.
• Proven history of creating operating models from the ground up.
• Strong expertise in agile product delivery methodologies.
• Experience in designing and implementing trusted intake and prioritization frameworks.
• Familiarity with managing quarterly roadmaps, sprint demos, retrospectives, and updates for executives.
• Excellent understanding of sizing and estimation techniques.
• Proficient in facilitation and driving decision-making processes.
• Ability to proactively manage escalations and blockers.
• Experience with budget tracking and resource allocation.
• Proven ability to coordinate across central functions.
• Experience in developing executive-facing reports.
• Strong data fluency, including defining metrics, interpreting dashboards, and making data-driven decisions.
• Exceptional communication skills for both technical and non-technical audiences.
• Strong aptitude for building cross-functional relationships.
• Comfortable dealing with ambiguity and competing priorities.
• Availability during standard business hours, Monday through Friday, 8 AM to 5 PM.
• Experience in financial services or regulated industries is advantageous but not mandatory.
• Ability to work in a professional office environment or a dedicated home office workspace.
• Must be able to lift no more than 10 lbs.
• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.
• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California.
• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans.
• Vision Insurance Plan.
• Dependent Care Savings Account for child and dependent care expenses.
• 14 Company Paid Holidays, including a full week off during Thanksgiving.
• Generous paid time off policy for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow for recovery, bonding with the baby, and family time.
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for you and your loved ones to assist with caring needs for aging parents, young children, and life's challenges.
• 401(k) Retirement Plan with both Traditional and Roth options, including a per pay period match and an after-tax option.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.
• Basic technology provisions supplied based on position requirements.
• Flexible, national footprint with teams assembled around exceptional talent, regardless of location.
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