Note: The job is a remote job and is open to candidates in USA. Envestnet is an adaptive WealthTech company redefining wealth management through technology, actionable insights, and industry-leading support. The Director, Financial Systems Program Management provides leadership and oversight for the Financial Systems Program Management group, managing complex technology initiatives and a portfolio of concurrent programs across Oracle Fusion, EPM, integrations, analytics, and applications. The role owns portfolio planning, change governance, audit evidence, risk management, and cross-functional delivery in partnership with finance, cybersecurity, compliance, and operations teams.
Responsibilities
- Leads a team or teams responsible for a medium-sized portfolio of projects with limited and, occasionally, moderate complexity
- Ensures that all leadership and facilitation methods adhere to established project management methodology, including Lean / Agile when appropriate
- Contributes to productivity and efficiency improvement of IT / Technology teams
- Consults and advises project leaders, product owners and other stakeholders on issue resolution strategies and change management
- Ensures effective controls are in place, and consistent with project management methodologies, to monitor the full project lifecycle
- Ensures that critical outcomes are met for each project, program and/or portfolio
- Engages with business leaders to ensure their needs and expectations are understood, documented and met
- Partners with cybersecurity and compliance teams to identify risks, support audits and track remediation of security vulnerabilities within project and program timelines
- Develops strategies to resolve key issues escalated by project managers and/or sponsors
- Owns the portfolio risk and issue register: keeps it current, keeps every item's owner named, and escalates to the Head of Financial Systems against a clear threshold rather than by volume
- Owns the change-tier classification model and applies it consistently across third-party SaaS configuration (Oracle Fusion, NetSuite, BlackLine), homegrown applications, and integration workflows
- Chairs the Change Advisory Board and owns its approval workflow and evidence capture; independently verifies vendor-reported service-level performance and credits before they are accepted
- Serves as the team's primary point of contact for Internal Audit and external auditors on change-management and access-control evidence, and owns the evidence packages end to end
- Leads the Finance Systems Operations Lead, who owns intake, triage, and production-support coordination across the application portfolio
Skills
- Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences
- Program & portfolio management: Dependency mapping, critical-path analysis, resource-contention resolution, and risk-register design across five or more concurrent technical workstreams
- Change governance: Tiered risk classification, segregation-of-duties design (the person who prepares a change is not the person who approves it), and proportionate control testing
- SOX / ITGC literacy: Change-management and access-control objectives (for example COBIT BAI06, BAI07, DSS05, DSS06), fluent enough to build and defend a framework Internal Audit accepts without translation
- Delivery tooling: Jira and Confluence at an administrative level, including workflow, database, and dashboard configuration
- AI-assisted operations: Comfortable directing tools such as Claude or Copilot for drafting, synthesis, and reporting, and disciplined about verifying output before it is audit- or leadership-facing
- Enterprise application literacy: Oracle Fusion, EPM/FCCS, and adjacent finance systems, enough to read a configuration export or a BRD and hold a substantive conversation with a platform owner without needing to configure the platform yourself
- This position is not open to candidates requiring visa sponsorship
- PMP, CSM, or equivalent program-management certification
- Direct experience on an Oracle Fusion or EPM/FCCS implementation
- Experience partnering with Internal Audit or external auditors (Big 4 or equivalent) on control design or evidence review
- Experience in financial services, fintech, or another regulated industry where change governance carries real audit exposure
- Ability to run direct SQL or API queries against an ERP or cloud data warehouse (Oracle Fusion, Snowflake, or equivalent) to independently verify reported figures
- Familiarity with an iPaaS platform such as Workato, enough to understand what a given integration change affects
- Experience managing or mentoring an operations-coordination function
Benefits
- Remote work model
- Flexibility in how and where work gets done
- Meaningful rewards for strong performance
- Additional incentive component as part of the total rewards package
- Medical insurance, subject to Envestnet’s plan eligibility rules
- Paid time off (PTO), subject to Envestnet’s plan eligibility rules
- 401k company match, subject to Envestnet’s plan eligibility rules
- Paid parental leave, subject to Envestnet’s plan eligibility rules
- Education reimbursement, subject to Envestnet’s plan eligibility rules
- Disability coverage, subject to Envestnet’s plan eligibility rules
- Mental health & wellness support, subject to Envestnet’s plan eligibility rules
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