Program Manager – Wealth Management Transformation (Nickel)

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Location: Los Angeles, CA (Hybrid / Onsite as required)

Role Overview:

RSM is seeking a Director-level Temporary Program Manager to support a Wealth Management transformation initiative (internally referred to as Nickel). This role will manage defined workstreams related to Broker-Dealer-to-RIA transitions, advisor onboarding, and platform changes.

Key Responsibilities:

• Manage workstreams supporting BD-to-RIA or hybrid model transitions
• Coordinate activities across Legal, Compliance, Operations, Technology, and Advisor teams
• Support custody and clearing transitions, including asset transfers and client onboarding
• Track regulatory, operational, and execution risks related to advisory transitions
• Maintain governance artefacts, timelines, and status reporting
• Support change-management efforts to minimise advisor and client disruption

Required Qualifications:

• 8 plus years of program or project management experience in Wealth Management or Banking
• Experience supporting BD-to-RIA transitions or WM platform initiatives
• Familiarity with Pershing or other RIA custodians
• Working knowledge of broker-dealer vs. RIA operating and regulatory models
• Strong execution focus and stakeholder management skills

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.