Description

MUST HAVES:

• 5+ years of Program Management experience

• Must have OUTSTANDING CONFIDENCE and COMMUNICATION SKILLS

• Program Management experience integrating systems, retirement systems (i.e. IRA, 401k, Investment, brokerage accounts)

o This role will PM the integration of IRA accounts into their Spruce Mobile banking platform

• Extensive experience coordinating across all teams. Not managing a squad, coordinating across several squads…cross functional

• Proven third party vendor management experience

DIFFERENCE MAKERS:

• Experience working with retirement or long-term savings products, such as IRAs, investment platforms, or employer-sponsored accounts.

• Familiarity with retirement ecosystem concepts including contributions, account onboarding, and long-term engagement strategies.

• Exposure to regulatory and compliance considerations relevant to financial products (e.g., KYC, AML).

RESUME SELECTION PROCESS:

• 5 years of experience is ideal

• Managed partners…cross functional

• Resume writing. Can they describe achievement in brief sentences

Responsibilities:

Coordinate the delivery and integration of retirement products into the Spruce mobile banking platform through strategic third-party partnerships, with a strong focus on enabling seamless connections between tax and financial experiences.

• As Project Manager, you will support the end-to-end implementation of retirement capabilities, including account onboarding, funding, engagement features, and partner handoffs, to ensure alignment across Product, Engineering, Marketing, Tax, and Compliance teams.

• You will play a key role in advancing tax-integrated retirement moments (e.g., tax-time contributions, account linking, and Saver’s Match enablement), ensuring experiences are coordinated across digital and assisted channels.

• You will work closely with internal stakeholders and external partners to translate business objectives into executable plans, drive technical and operational readiness, and deliver a cohesive, customer-centric retirement experience spanning both tax and banking platforms.

Qualifications:

• Bachelor’s degree in Business, Project Management, Computer Science, or related field, or equivalent experience

• 5+ years of project management experience, ideally in mobile app development or migration projects.

• Demonstrated experience managing third-party partnerships and technical integrations (e.g., APIs, platform integrations).

• Experience coordinating complex, cross-functional programs with both internal teams and external partners.

• Strong program management and execution skills with the ability to manage multiple workstreams simultaneously.

• Excellent communication and stakeholder management skills, including experience working with senior leadership and external partners.

• Ability to translate complex technical and business requirements into actionable plans.

• Familiarity with Agile or hybrid delivery methodologies and project management tools (e.g., Jira, Asana, MS Project).

• Strategic mindset with attention to detail and a focus on delivering customer-centric outcomes

Key Skills

Education

Bachelor's degree