Senior Program Manager (Wealth & Portfolio Management)
Top Benefits
About the role
VTRAC Consulting Corporation
Intelligent Solutions
Thank you for applying to VTRAC opportunities. Please email your resume as an MS-WORD document in confidence Subject: Senior Program Manager, Attention: samz@vtrac.com or call: ( 647) 254-0904
Position #: 25-01196
Position: URGENT – Senior Program Manager (Wealth & Portfolio Management)
Position Type: Full-time / Contract
Location: GTA - Hybrid (2 days onsite weekly)
No. of Positions: 1
Description
We are seeking an experienced Senior Program Manager – Enterprise to join a dynamic fintech environment. This is a rewarding opportunity for a proactive professional with strong client-facing experience and deep knowledge of wealth and portfolio management to lead mission-critical programs for enterprise clients.
As the Senior Program Manager, you will serve as the primary point of contact for enterprise customers, drive strategic project execution , and provide leadership in addressing complex business challenges. Your financial domain expertise will be key in shaping client strategy, enhancing delivery impact, and building long-term trusted relationships.
This position offers flexible hybrid work , a competitive compensation package , and a chance to contribute meaningfully to a rapidly growing digital financial services firm.
Key Responsibilities
- Client Relationship Management
- Program and Project Delivery
- Financial Domain Expertise
- Cross-functional Collaboration & Leadership
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (CFA is a plus).
- 10+ years experience managing enterprise client relationships, preferably within financial services or fintech.
- Strong background in wealth/portfolio management or IT Program Delivery within large institutions.
- PMP or equivalent certification is highly desirable.
- Proven ability to lead programs and influence cross-functional teams.
- Hands-on experience with modern project management tools (e.g., Asana, Notion, Slack).
- Exceptional interpersonal, organizational, and communication skills.
- Experience working in fast-paced, agile, or hybrid environments with shifting priorities.
We thank all candidates in advance. Only selected candidates for interviews will be contacted. For other exciting opportunities, please visit us at www.vtrac.com .
VTRAC is an equal-opportunity employer.
Toronto · New York · Houston · Atlanta · Miami
About VTRAC Consulting Corporation (WBE)
VTRAC was founded in 1993 in Toronto by Senior IT and Business professionals. In 2016 expanded operations to NY, GA, FL,TX, CA, and in 2018 to LATAM and India.
VTRAC is a majority women owned company, a WBE, NMSDC and CAMSC Certified Diversity Supplier.
For over 30 years, VTRAC has built its reputation in providing quality Senior SME resources for mission critical projects by providing solutions to leading edge innovation organizations in the Technology, Financial Services, Manufacturing, Transportation Telecommunication, Energy and Public sectors.
In 2017, VTRAC expanded by creating a Robotics divisions with a focus on humanoid robots communication and embedded systems. VTRAC has 3 departments:
Toronto . New York . Houston . Palo Alto
Senior Program Manager (Wealth & Portfolio Management)
Top Benefits
About the role
VTRAC Consulting Corporation
Intelligent Solutions
Thank you for applying to VTRAC opportunities. Please email your resume as an MS-WORD document in confidence Subject: Senior Program Manager, Attention: samz@vtrac.com or call: ( 647) 254-0904
Position #: 25-01196
Position: URGENT – Senior Program Manager (Wealth & Portfolio Management)
Position Type: Full-time / Contract
Location: GTA - Hybrid (2 days onsite weekly)
No. of Positions: 1
Description
We are seeking an experienced Senior Program Manager – Enterprise to join a dynamic fintech environment. This is a rewarding opportunity for a proactive professional with strong client-facing experience and deep knowledge of wealth and portfolio management to lead mission-critical programs for enterprise clients.
As the Senior Program Manager, you will serve as the primary point of contact for enterprise customers, drive strategic project execution , and provide leadership in addressing complex business challenges. Your financial domain expertise will be key in shaping client strategy, enhancing delivery impact, and building long-term trusted relationships.
This position offers flexible hybrid work , a competitive compensation package , and a chance to contribute meaningfully to a rapidly growing digital financial services firm.
Key Responsibilities
- Client Relationship Management
- Program and Project Delivery
- Financial Domain Expertise
- Cross-functional Collaboration & Leadership
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (CFA is a plus).
- 10+ years experience managing enterprise client relationships, preferably within financial services or fintech.
- Strong background in wealth/portfolio management or IT Program Delivery within large institutions.
- PMP or equivalent certification is highly desirable.
- Proven ability to lead programs and influence cross-functional teams.
- Hands-on experience with modern project management tools (e.g., Asana, Notion, Slack).
- Exceptional interpersonal, organizational, and communication skills.
- Experience working in fast-paced, agile, or hybrid environments with shifting priorities.
We thank all candidates in advance. Only selected candidates for interviews will be contacted. For other exciting opportunities, please visit us at www.vtrac.com .
VTRAC is an equal-opportunity employer.
Toronto · New York · Houston · Atlanta · Miami
About VTRAC Consulting Corporation (WBE)
VTRAC was founded in 1993 in Toronto by Senior IT and Business professionals. In 2016 expanded operations to NY, GA, FL,TX, CA, and in 2018 to LATAM and India.
VTRAC is a majority women owned company, a WBE, NMSDC and CAMSC Certified Diversity Supplier.
For over 30 years, VTRAC has built its reputation in providing quality Senior SME resources for mission critical projects by providing solutions to leading edge innovation organizations in the Technology, Financial Services, Manufacturing, Transportation Telecommunication, Energy and Public sectors.
In 2017, VTRAC expanded by creating a Robotics divisions with a focus on humanoid robots communication and embedded systems. VTRAC has 3 departments:
Toronto . New York . Houston . Palo Alto