Sr. Program Manager

Job Summary

The Program Manager oversees the coordination and administration of all aspects of implementation and custom development efforts for an enterprise partner. 

As a member of the team, the candidate will work with our Enterprise clients in defining feature requirements and oversee the development of those features from inception to release.

The Program Manager also leads the analysis, documentation, and management of business requirements and will ensure that requirements are fully understood by the technical team before solutions are designed and implemented.  


Job Description:

  • Mentor and train Program Managers
  • Work with Enterprise partners to determine feature set needs
  • Understanding business needs and translating them into functional requirements
  • Write functional requirement documents for Product Owners who breaks down the requirements into user stories for SCRUM teams
  • Identifies and engages all key stakeholders, contributors, business and technical resources required for projects and ensure contributors are motivated to complete tasks within the parameters of the project plan
  • Work with Development to communicate partner needs and strategize on how to incorporate the needs into the existing platform
  • Collaborate with business owners,  financial planners and software engineers in the design and development of financial planning software
  • Works with Software Engineering and Quality Assurance to ensure software implementations meet partner business requirements.
  • Work with Software Engineering and Quality Assurance to configure and test enterprise-specific software installations.
  • Support QA with direction, support and writing of test cases in the areas of auditing and testing
  • Serve as Technical Support liaison to Customer Service in regards to issue tracking and problem resolution
  • Be the single point of contact between the Enterprise partner and internal team
  • Coordinate resources between engineering, QA and self for the duration of the project
  • Manages the project life cycle to ensure comprehensive, timely and high quality outcomes for software project delivery.
  • Serve as informal project manager and communicate with both internal and external partners with project status and weekly status reports.
  • Serve as the point person and be on-call during the product release


  • Bachelor’s degree in Computer Science or related field or equivalent experience required
  • 5+ years’ experience in a combination of program management, business analysts, project management and/or software application development in the financial services industry


  • Experience working in a software development arena building Financial Software applications
  • Working knowledge of Financial Planning concepts or experience in the Financial Services industry
  • Be able to wear multiple hats – program manager, project management, business analysis, specification writer
  • Excellent written, oral, and listening communication skills
  • Ability to resolve conflicting end-user requirements
  • Strong analytical and diagnostic skills
  • Top notch organizational skills and ability to work within processes
  • Working knowledge of Microsoft Office, Microsoft Project and Microsoft Visio
  • Detailed oriented
  • Team player 


Meet Some of eMoney's Employees


Technical Lead

Together with his team of developers, Dan builds new and improved financial planning tools so that eMoney Advisor’s clients can better manage their books of business.


Software Engineer

Nathaniel started at eMoney on the Client Engagement Team and has since progressed into a role as a Software Engineer.

Back to top