Program Director Banking/Wealth Management

Job Description

Job Title / Role: Program Director Banking/Wealth Management

Key Skills: Wealth Management, Investment Services, P&L Ownership, Capital Markets Knowledge

Experience: 20+ Years

Location: Charlotte, NC

Shift: General shift

Mode: Work from office

We at Coforge are seeking “Program Director Banking/Wealth Management” with the following skill-set:

About the Opportunity

We are seeking an accomplished business and delivery leader to manage strategic client relationships within the financial services domain. This individual will be responsible for driving business outcomes, ensuring successful execution of complex engagements, and expanding long-term partnerships across wealth and investment-focused accounts.

The ideal candidate combines deep industry expertise with strong commercial acumen and a proven ability to influence executive stakeholders.

Key Areas of Responsibility

• Serve as the executive point of contact for strategic client accounts, building trusted relationships across business and technology organizations.
• Lead high-impact programs and portfolios supporting investment, advisory, and wealth-related business functions.
• Drive operational excellence through effective governance, delivery oversight, risk management, and performance tracking.
• Oversee account profitability, revenue growth, and overall financial health of key engagements.
• Collaborate with senior leadership teams to define and execute strategic business objectives.
• Champion innovation and transformation initiatives involving digital modernization, analytics, cloud technologies, and emerging AI capabilities.
• Identify opportunities to strengthen client partnerships and support new business growth.
• Mentor and lead cross-functional teams while fostering a culture of accountability and customer success.

What We're Looking For

• 18+ years of experience within Financial Services, Wealth Management, Asset Management, or Capital Markets.
• Demonstrated success managing large strategic accounts and complex delivery portfolios.
• Strong understanding of investment servicing, advisory operations, securities lifecycle processes, retirement solutions, and portfolio management functions.
• Experience engaging with C-level stakeholders and influencing business decisions.
• Proven ability to manage financial targets, growth initiatives, and commercial commitments.
• Strong consultative, relationship management, and leadership capabilities.