Executive Director - Technical Program Manager | Corporate Technology | Document Platform Management

Navigate complex tech landscapes and shape firmwide impact through strategic leadership and tech expertise in a dynamic financial services environment.

As an Executive Director - Technical Program Manager role within Document Platform Engineering, you will shape and deliver a multi-workstream transformation across ingestion, ECM/storage, search, workflow/orchestration, and records/retention, while turning AI/ML and GenAI opportunities into scalable, production-ready capabilities.

This is an opportunity to lead with enterprise influence-bringing disciplined execution, budget ownership, architectural judgment, and executive-level communication to align senior stakeholders, manage risk and dependencies, and deliver measurable outcomes with strong governance and financial transparency.

Job responsibilities

• Define and execute program strategy and roadmaps for AI-enabled document platforms, aligned to firmwide priorities, outcomes, funding, and capacity.
• Lead multi-workstream delivery across ingestion, ECM/storage, search, workflow/orchestration, records/retention, and AI-enabled document capabilities.
• Translate business and user needs into clear engineering requirements, partnering with architects and technology teams to manage dependencies and deliver scalable platform solutions.
• Drive AI/ML execution from use-case definition and data strategy through deployment, monitoring, and measurable value realization.
• Run executive-ready governance across milestones, dependencies, risks, KPIs/OKRs, decisions, and management reporting.
• Own program financials, including annual planning, forecasting, spend tracking, vendor costs, variance management, and benefits reporting.
• Manage risks across delivery, architecture, resiliency, security, third-party, controls, and AI/model governance.
• Influence senior stakeholders and cross-functional partners to drive alignment, timely decisions, and effective execution.
• Use feedback, adoption insights, and production learnings to prioritize improvements, enable change readiness, and measure usage, value, and outcomes.
• Improve operating mechanisms, reporting, and delivery practices to reduce friction, increase productivity, and accelerate issue resolution.
• Provide thought leadership on responsible AI adoption and platform modernization across the document ecosystem.

• 15+ years of experience, or equivalent expertise, leading complex technology programs in large-scale enterprises.
• Proven delivery experience across document management, content platforms, AI-enabled workflow, search, classification, and records/retention capabilities.
• Strong technical and architectural fluency across solution design, APIs/integrations, data flows, resiliency, scalability, and platform trade-offs.
• Working knowledge of AI/ML delivery, including data strategy, model lifecycle, deployment patterns, MLOps, and value measurement.
• Architecture background or equivalent experience partnering with architects to shape roadmaps, evaluate options, and drive enterprise platform decisions.
• Track record of delivering on time and within budget, with transparent governance over scope, funding, resources, risks, and outcomes.
• Executive presence, stakeholder influence, and strong analytical judgment, with the ability to align senior leaders around priorities and convert ambiguity into clear plans and executable outcomes.

• Experience delivering GenAI-enabled document capabilities, including intelligent processing, summarization, RAG, document Q&A, and automated routing.
• Familiarity with AI governance, model risk considerations, traceability, monitoring, evaluation, and responsible AI practices.
• Experience with content repositories, ECM platforms, workflow engines, search/indexing, data pipelines, and enterprise integration patterns.
• Strong financial and resource management discipline across budgeting, forecasting, spend governance, and value tracking.
• Experience operating in controlled environments with SDLC discipline, change management, operational readiness, and third-party risk oversight.
• Proficiency with execution and reporting tools such as Jira, Confluence, Excel, PowerPoint, Power BI, or Tableau.