Program Manager—Private Client Services Technology at LevelField Bank

Redefine Banking with Us

LevelField Bank, post-acquisition an FDIC-insured community bank, is transforming the financial landscape by prioritizing innovation and embracing the possibilities of digital assets. We are seeking experienced professionals to join our Technology team and help shape the future of banking. If you’re passionate about delivering exceptional experiences and eager to dive into the world of digital assets, this is your opportunity to make an impact.

Your Role

As the Program Manager—Private Client Services (PM—PCS), you will be responsible for the delivery of banking products to LevelField’s business and select personal banking customers, along with the tools necessary for bank staff to serve those customers. Reporting to the Chief Technology Officer, you will deliver those products and tools by coordinating among the bank’s third-party integration partner and various Software-as-a-Service (SaaS) vendors.

Because of the high-touch nature of PCS, many deliverables will require tight delivery times and will be managed using lightweight Agile methods and, occasionally, “red team” development. A number of these banking products and SaaS vendors will involve digital assets, although digital asset experience is not a requirement for the role.

Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement.

Key Responsibilities

  • Champion our brand: Embody LevelField’s innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions.

  • Own the PCS technology roadmap: Maintain the delivery roadmap for all Private Client Services products and tools defined by the Chief Product Officer and other executive sponsors.

  • Coordinate cross-functional delivery: Assemble and lead working teams consisting of the VP of Business Requirements and designated business experts to define requirements and validate user acceptance.

  • Plan and track execution: Develop delivery plans, track milestones in the appropriate project management tool (usually Jira), and ensure visibility of progress, risks, and dependencies.

  • Oversee vendors and integration partners: Direct the work of third-party infrastructure and integration partners and SaaS providers, ensuring scope, quality, and timelines are met.

  • Manage project budgets: Collaborate with the Director of the Program Management Office to establish budgets, monitor variances, and conduct post-project financial and performance reviews.

  • Maintain governance alignment: Ensure that project documentation, approval gates, and controls comply with standards established by the PMO.

  • Communicate with stakeholders: Provide regular status reports, highlight risks or decision needs, and ensure timely escalation and resolution.

  • Drive continuous improvement: Capture lessons learned and contribute to refining delivery methods, vendor management practices, and PMO standards.

Additional Responsibilities

  • Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business.

  • Work collaboratively: Collaborate with the team to continuously improve the department and the bank.

  • Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank’s growth.

  • Perform other related duties as needed: Support additional initiatives or responsibilities consistent with the scope and purpose of the role.

About You

You are an experienced program manager who thrives on bringing structure, clarity, and momentum to complex technology deliveries. You excel at coordinating diverse contributors—business leaders, vendors, and integration partners—to deliver high-quality products on schedule and within budget. You are comfortable managing programs that rely on configuration and integration rather than in-house software development, and you know how to keep third-party teams aligned with business priorities and governance standards.

You bring:

  • A minimum of 7 years of experience managing technology programs or large projects within financial services or other regulated industries.

  • Demonstrated success coordinating multi-vendor or SaaS-based implementations, with strong command of integration and configuration management.

  • Proven ability to translate business objectives into executable delivery plans and to maintain focus on value, schedule, and cost.

  • Excellent organizational and communication skills—able to build consensus across business, technology, and vendor teams.

  • Sound financial discipline, including budget planning, variance tracking, and post-implementation review.

  • A commitment to continuous improvement and to working within the PMO’s governance frameworks to strengthen delivery practices across the technology organization.

  • Familiarity with Agile and hybrid project methodologies, and the judgment to tailor them appropriately to the scope and urgency of each initiative.

  • You bring calm leadership to high-visibility programs, ensuring that complex integrations and aggressive timelines are handled with control, transparency, and professionalism.

What Success Looks Like

  • Within your first year, Private Client Services technology initiatives are delivered predictably, with clear ownership, controlled budgets, and measurable results. Project plans are realistic and visible, dependencies are managed, and executives have confidence in the progress and cost of each delivery.

  • Third-party integration partners and SaaS vendors operate with accountability and alignment to business goals, supported by your structured communication and steady coordination. Internal stakeholders see you as a trusted facilitator—someone who brings focus, clarity, and follow-through to complex, cross-functional efforts.

  • The PMO recognizes your programs as models of disciplined delivery: well-documented, financially transparent, and aligned with governance standards. Private Client Services technology moves forward with a rhythm and reliability that strengthens both customer experience and organizational trust.

Why Join LevelField Bank?

  • Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance.

  • Growth opportunities: As an early team member, you’ll have significant potential for career advancement in a rapidly growing organization.

  • Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success.

  • Competitive compensation: Enjoy a base salary of $105,000–$145,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits.

Apply Today

Ready to redefine banking with us? Apply now to join LevelField Bank’s Technology team and be part of a movement that’s transforming the industry.

Note: This job description provides a general overview of the role and is not an exhaustive list of duties or requirements. LevelField Bank is an equal opportunity employer.

 

Apply Here