Enterprise Program Manager

What this role is

At PSBLTY, we believe exceptional partnerships don’t happen by accident. 

The Enterprise Program Manager (EPM) serves as the operational leader behind PSBLTY’s enterprise partnerships, helping some of the largest organizations in financial services translate strategic priorities into measurable advisor outcomes. We don’t simply deliver coaching, cohorts, or communities. We design and steward enterprise growth systems that help wirehouses, broker-dealers, RIAs, custodians, platforms, and industry organizations develop advisors at scale.

Reporting to the Director of Product and partnering closely with Executive Leadership, you’ll lead the day-to-day execution of our enterprise relationships while serving as the connective tissue between our client partners and every team inside PSBLTY. You’ll coordinate complex initiatives, facilitate executive communication, oversee delivery, monitor performance, anticipate risk, and ensure every commitment moves our partners closer to the outcomes that matter most.

Success in this role requires equal parts relationship builder, program manager, operator, strategist, and communicator. You’ll become deeply embedded inside our partners’ organizations, understanding their people, priorities, politics, procurement processes, strategic initiatives, and measures of success. Our goal is simple: enterprise partners should increasingly experience you as an extension of their own leadership team rather than an outside vendor.

Your responsibility isn’t simply to manage programs. Your responsibility is to help enterprises grow.

What this role is not

Many organizations hire vendors to deliver projects. Our enterprise partners hire growth partners to help them achieve strategic outcomes. The difference is ownership. Vendors complete tasks. Growth partners share responsibility for results. That’s the standard we hold ourselves to.

You’ll think beyond task lists and timelines, continually asking questions like:

• How do we make this partnership stronger?
• Where can we create more value?
• What executive conversations should happen next?
• What opportunities haven’t been surfaced yet?
• What risks should we address before they become problems?
• How can we make working with PSBLTY remarkably easy?
• How do we become indispensable to this organization?
• What systems would make this partnership easier to scale?

In other words, you won’t simply manage programs. You’ll steward our most strategic partnerships.

What you will do

As an EPM, you will be responsible to…

Steward enterprise relationships

Become the primary relationship manager for PSBLTY’s most strategic enterprise client partners. Build trust across every level of the organization while ensuring communication is proactive, transparent, and consistently excellent.

Own program delivery

Coordinate complex enterprise initiatives from discovery through renewal, aligning executive stakeholders, Growth Leaders, Product, Marketing, Operations, and client teams around shared objectives. Own timelines, communication, reporting, implementation, risk management, and execution while ensuring every engagement reflects the enterprise-grade experience PSBLTY promises.

Drive executive communication

Prepare executive summaries, proposals, presentations, business reviews, implementation updates, and strategic recommendations that build confidence with senior leadership.

Become the voice of the client

Represent the needs, priorities, challenges, and opportunities of each enterprise partner inside PSBLTY. Help internal teams understand what success looks like through the eyes of the partner.

Become an extension of the enterprise

Immerse yourself in each partner’s organization until you understand their structure, priorities, decision-making processes, stakeholders, culture, and strategic initiatives as well as they do. Build relationships across departments, map influence, anticipate organizational change, and help PSBLTY become an indispensable extension of the enterprise rather than an outside service provider.

Build scalable delivery systems

Design and continually improve the playbooks, documentation, reporting, communication rhythms, implementation workflows, executive dashboards, and operational systems that enable PSBLTY to consistently deliver transformational advisor growth at enterprise scale. Build processes that make every future partnership easier to launch, manage, measure, and expand.

Coordinate cross-functional execution

Partner closely with Product, Growth Leaders, Marketing, Sales, Operations, Finance, and Executive Leadership to ensure enterprise engagements are delivered with excellence.

Measure enterprise outcomes

Help define success before programs begin, then track, report, and communicate meaningful progress throughout every engagement. Build executive summaries, quarterly business reviews, dashboards, and outcome reporting that demonstrate the measurable impact PSBLTY is creating while identifying new opportunities for continued growth.

Grow adoption and strategic partnerships

Ensure every program achieves meaningful participation, executive visibility, stakeholder engagement, and measurable adoption by proactively removing barriers before they slow momentum. Also, identify opportunities to expand relationships through additional programs, coaching, speaking engagements, certifications, licensing, and enterprise initiatives. 

Navigate enterprise complexity

Learn how each organization makes decisions, procures services, allocates budgets, and measures success. Anticipate obstacles, mitigate risks, and help partnerships move forward with confidence.

Represent PSBLTY

Represent PSBLTY with credibility across executive meetings, workshops, conferences, advisory councils, industry events, and enterprise planning sessions. Build trusted relationships with senior leaders while helping communicate PSBLTY’s vision, methodology, and long-term value as an enterprise growth partner.

Build culture and capability

Model the ownership, responsiveness, communication, and professionalism that define exceptional enterprise partnerships. Continuously improve how we operate, documenting lessons learned, refining systems, raising standards, and helping every team inside PSBLTY become better because of your leadership. As one of the company’s very visible leaders, you will champion the standards of being part of the PSBLTY team, ensuring our culture scales as intentionally as our business. People should become more capable, more confident, and more trusted because they worked alongside you.

How success is measured

Success in this role isn’t measured by how many projects you complete. It’s measured by the strength of the enterprise partnerships you build, the outcomes our partners achieve, and the systems you create that allow PSBLTY to deliver transformational advisor growth at enterprise scale.

Enterprise Partner Health

Develop trusted, expanding relationships that position PSBLTY as a long-term strategic partner rather than an outside vendor.

Relationship Growth

Increase enterprise revenue through renewals, expansions, referrals, and new strategic opportunities. Ultimately, partner-driven revenue will be your most important financial number.

Program Excellence

Support delivery of enterprise engagements with exceptional consistency, communication, execution, and client satisfaction.

Operational Excellence

Continuously improve systems, reporting, documentation, communication, and delivery infrastructure to support scalable enterprise growth.

Organizational Performance

Create clarity, strengthen collaboration, and elevate the performance of every team involved in enterprise delivery.

What makes someone exceptional

The best Enterprise Program Managers are the people everyone wants in the room when something important is happening.

They communicate early and often. They anticipate problems before they occur. They earn trust quickly. They make complex organizations feel manageable. They balance urgency with composure, strategy with execution, and relationships with accountability.

Our goal is simple: when our enterprise partners think about PSBLTY, they shouldn’t think about a vendor. They should think about a trusted member of their own leadership team. Because that’s how enterprise partnerships create enterprise growth.

Possibility exists

If you believe the strongest partnerships are built through ownership, trust, execution, and an unwavering commitment to outcomes, we’d love to hear from you. Apply below with a cover letter, your resume, and content we can’t ignore.