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TD Ameritrade IP Company, Inc

Program Manager, Institutional

TD Ameritrade IP Company, Inc - Southlake, TX

\u003Ch2\u003ERole:\u003C/h2\u003E\u003Cp\u003EThe Institutional Program Manager will be responsible for leading complex Strategic Programs and Key Business Initiatives for the Institutional division, while working closely with Directors, Managing Directors and Executive Sponsors to define the Strategy and direction of each Program and all associated Projects. The Program Manager will drive decisions and serve as the primary point of contact for the business with ultimate responsibility for the delivery of assigned Projects and Programs. The Program Manager will acquire resources from various business units, coordinate activities across multiple projects, and manage cross functional teams to ensure the successful implementation of the program. They will be responsible for tracking program and project related metrics and reporting progress to Sr. Management on executive steering committee meetings. They may also be responsible for managing vendor relationships and monitoring budgets related to assigned project and programs.\u003C/p\u003E\u003Cdiv class=\ats-intro\\u003E
\u003Cli\u003EDefining the Strategy \u0026amp; Direction of Strategic Programs\t\u003Cul\u003E
\u003Cli\u003EDefines the goals, objectives, metrics and scope of the Program with the Executive Sponsors and Business Owners\u003C/li\u003E
\u003Cli\u003EProvides executive management feedback on key decision points\u003C/li\u003E
\u003Cli\u003EDetermines which Projects are required to best execute on the Program's goals and objectives and assists with the prioritization of those projects\u003C/li\u003E
\u003Cli\u003EDevelops a Strategic Roadmap for the Program\u003C/li\u003E
\u003Cli\u003EDrafts the Program Charter\u00a0 and Governance Model\u003C/li\u003E
\u003Cli\u003EManaging Strategic Programs and Key Initiatives\t\u003Cul\u003E
\u003Cli\u003EAcquires cross functional resources and establishes core program management team\u003C/li\u003E
\u003Cli\u003ELeads planning and requirements gathering sessions and provides sign-off on business\u00a0 requirements and project deliverables\u003C/li\u003E
\u003Cli\u003EAssigns Roles, Responsibilities and Accountabilities on Programs\u003C/li\u003E
\u003Cli\u003ESets program and project timelines, assigns work to Project Leads, resolves escalated issues and removes roadblocks on projects\u003C/li\u003E
\u003Cli\u003EOversees all program related work streams and holds Project Leads accountable for Product Development, Technology, Operational Readiness, Legal and Compliance, Marketing, Advisor Education, Communications, and Associate Training\u003C/li\u003E
\u003Cli\u003EManages Vendor relationships, ensures NDAs are completed, engages Security Risk Management and Sourcing and Procurement when necessary\u003C/li\u003E
\u003Cli\u003EManages key Institutional Initiatives and Regulatory \u0026amp; Maintenance projects\u003C/li\u003E
\u003Cli\u003ETracking Progress and Reporting on Strategic Programs and Key Initiatives\t\u003Cul\u003E
\u003Cli\u003ETracks progress on Regulatory and Maintenance Projects and Key Initiatives\u003C/li\u003E
\u003Cli\u003ETracks schedule and cost variance on Projects within Strategic Programs\u003C/li\u003E
\u003Cli\u003EDocuments Program Risks and Open Issues\u003C/li\u003E
\u003Cli\u003ETracks progress towards revenue and and/or cost objectives\u003C/li\u003E
\u003Cli\u003EEstablishes Program level Steering Committee Meetings and reports to Sr. Management on the Program's progress, issues, risks and recent decisions that have been made\u003C/li\u003E
\u003C/div\u003E\u003Cdiv class=\ats-qualifications\\u003E
\u003Cli\u003E4 years of related experience\u003C/li\u003E
\u003Cli\u003E7-8 years of total experience\u003C/li\u003E
\u003Cli\u003EProficient with Excel,\u00a0 PowerPoint, Visio and MS Project\u003C/li\u003E
\u003Cli\u003EOutstanding interpersonal and communications skills (verbal and written) within all levels of the organization\u003C/li\u003E
\u003Cli\u003EDemonstrated Leadership capabilities\u003C/li\u003E
\u003Cli\u003EExtensive experience presenting to Sr. Management\u003C/li\u003E
\u003Cli\u003EPrior experience managing large Projects and/or Programs\u003C/li\u003E
\u003Cli\u003EExperience leading Cross Functional teams across various business units and functional disciplines\u003C/li\u003E
\u003Cli\u003EWorking knowledge of TD Ameritrade's Project Management Lifecycle\u003C/li\u003E
\u003Cli\u003EStrong time-management skills and the ability to establish and meet deadlines under pressure\u003C/li\u003E
\u003Cli\u003EAbility to motivate and inspire team members, both on an individual and team level, with regards to achievement of project or program goals and objectives\u003C/li\u003E
\u003Cli\u003EExperience in coaching and mentoring peers\u003C/li\u003E
\u003Cli\u003EAbility to build and maintain close working relationships with internal and external business partners\u003C/li\u003E
\u003Cli\u003EStrong working knowledge of the Institutional business with subject matter expertise in core business processes, systems, and products\u003C/li\u003E
\u003Cli\u003EKnowledge of the registered investment advisor (RIA) industry\u003C/li\u003E
\u003Cli\u003EKnowledge of investment products and brokerage services\u003C/li\u003E
\u003Cli\u003ESeries 7,63 required\u003C/li\u003E
\u003Cli\u003EPMP Certification Preferred\u003C/li\u003E
\u003Cli\u003E4 Year College Degree required\u003C/li\u003E
\u003Cli\u003EGraduate Degree in Business, Economics, Finance, Management, Marketing preferred\u003C/li\u003E
\u003Cli\u003EMilitary education or experience may be considered in lieu of civilian requirements listed\u003C/li\u003E
\u003C/div\u003E\u003Cimg src=\;sz=1x1;ord=0123456789;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=?\ border=\0\ width=\1\ height=\1\ alt=\Advertisement\\u003E,datePosted:2018-05-08,employmentType:FULL_TIME,industry:Management,hiringOrganization:{@type:Organization,name:TD Ameritrade},identifier:{@type:PropertyValue,name:TD Ameritrade,value:2018-17302},jobLocation:{@type:Place,address:{@type:PostalAddress,addressCountry:US,streetAddress:,addressLocality:Southlake,addressRegion:TX,postalCode:76092}}}

15 days 6 hours ago

TD Ameritrade IP Company, Inc


Program Manager, Institutional TD Ameritrade IP Company, Inc - Southlake, TX, United States


Location: Southlake, TX

Company Profile:
When the Securities and Exchange Commission eliminated the practice of fixed brokerage commissions on May 1, 1975, none of the major brokerage firms at the time thought anyone would ‘break ranks’ and offer discounted commissions. But, a handful of small firms, including First Omaha Securities, Inc., saw a unique opportunity. First Omaha Securities evolved into TD Ameritrade, and for over 35 years has remained a pioneer in an industry that continues to innovate new ways that make Wall Street more accessible to the individual investor. In the 1980s and 1990s, TD Ameritrade pioneered a number of ‘firsts,’ leveraging technology to make investing easier, faster, and more efficient. In 1988, the company was the first to offer touch-tone phone trading. And, in 1995 it acquired K. Aufhauser & Co., which was credited with executing the first online trade in 1994. Following its Initial Public Offering (IPO) in March 1997, the company combined its various brokerage units into one broker dealer, Ameritrade, Inc., and launched its first national advertising campaign, complete with a pricing philosophy that continues today.