Hoosier Financial Planning · 4 hours ago
Principal Program Manager
Norwalk, CT
Full-time
Hybrid
Senior Level, Lead/Staff
$147K/yr - $184K/yr
11+ years expFactSet Research Systems creates flexible, open data and software solutions for investment professionals worldwide. They are seeking a Principal Program Manager to manage complex client implementations and enterprise transformations, ensuring high-impact program delivery and effective communication with stakeholders.
ConsultingCustomer ServiceFinancial ServicesPersonal Finance
No H1B
Responsibilities
Manage the program and project delivery of the organization’s most complex client implementations using FactSet’s iterative implementation methodology, including enterprise transformations and hosting migrations
Own enterprise-level program governance, including scope, schedule, budget, risk, dependencies, decision management, escalation, and executive reporting across multiple workstreams
Develop, maintain, and manage detailed program plans, RAID logs, and weekly/monthly status reporting; proactively identify risks, dependencies, and delivery bottlenecks; drive mitigation plans and escalate issues as appropriate
Partner with client project management and senior stakeholders to align scope, timelines, dependencies, and communication strategies
Shape and Influence program phasing and delivery strategy to maximize business value, reduce risk, and align outcomes with client business priorities and contractual commitments
Matrix-lead cross-functional internal and client teams, setting priorities, forecasting milestones, and holding teams accountable for commitments
Identify and manage cross-program, technical environments, and third-party vendor dependencies; coordinate sequencing to minimize conflicts, delays, and delivery risk across parallel programs
Communicate project status, key decisions, priorities, and escalations to stakeholders; create and present project artifacts including status reports, risk assessments, and decision frameworks; manage expectations internally and externally
Lead resource planning and capacity management across assigned programs, anticipating constraints, and proactively resolving resourcing risks
Coordinate and manage client readiness, training, cutover planning, and transition to production, ensuring operational stability and successful adoption
Own project financials, burn-down tracking, and change control aligned with client statements of work
Contribute to PMO initiatives, standards, and continuous improvement efforts to strengthen delivery consistency and maturity across the organization
Qualification
Required
11+ years of project management experience leading complex, multi-year, enterprise technology programs; deep experience implementing financial systems for asset managers, banks, or insurers is highly valued
Exceptional executive communication and presentation skills, with a proven ability to manage expectations, influence senior stakeholders, and navigate politically complex situations
Demonstrated track record in systemic risk leadership, including identification, assessment, mitigation planning, and resolution across multiple workstreams and vendors; extensive experience using RAID logs to drive proactive outcomes
Strong leadership presence with experience leading and influencing global, distributed, matrixed teams across multiple organizations, vendors, and workstreams
Proven ability to build trusted relationships and drive alignment in high-stakes, client-facing environments with competing priorities
Ability to adapt project frameworks and methodologies to unique client circumstances and business requirements while maintaining governance discipline
Experience managing vendor relationships, third-party dependencies, and contract deliverables; comfortable working with statements of work and change orders
Hands-on experience with PM and collaboration tools such as MS Project, SharePoint, MS Teams, Jira, and program dashboards
Demonstrated accountability for delivery financial performance, including budgeting, forecasting, burn tracking, variance management, and disciplined change control aligned with client contracts
Bachelor's degree in business, finance, technology, or related field, or equivalent experience
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred
PMP® or PgMP® certification preferred; or equivalent experience leading large-scale, multi-year client programs within a global software vendor or management consulting firm
Benefits
Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning with dedicated time each month for learning and development
Business Resource Groups open to all employees
Company
Hoosier Financial Planning
Hoosier Financial Planning, is an investment management and advisory firm.
0-1 employees
Funding
Current Stage
Early StageRecent News
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2025-02-07
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