[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Stifel Financial jobs](https://jobs.opennash.com/companies/stifel-financial/) · [Search jobs](/search/) Stifel Financial · New York # Project Manager Lead-Salesforce Programs New York Full-time Manager or lead Sales Listed on Stifel Financial’s official careers site. Posted July 14, 2026. Check that it is still open and apply there. [Apply on Stifel Financial’s careers site →](https://careers-stifel.icims.com/jobs/9585/login) [OpenNash Jobs](https://jobs.opennash.com/) / [Stifel Financial](https://jobs.opennash.com/companies/stifel-financial/) / Project Manager Lead-Salesforce Programs ## Job description Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success. ### What You'll Be Doing The IT Project Manager Lead is a senior role responsible for driving delivery maturity and continuous improvement across a portfolio of technology projects and large program initiatives. Beyond leading complex, cross-functional programs end to end, the Project Manager Lead provides day-to-day leadership and mentorship to a small team of project managers and/or business analysts — setting standards, removing roadblocks, and ensuring consistent, high-quality delivery. The role communicates with both internal departments and third-party vendors along with business partners to ensure the overall team's successful delivery of prioritizing projects. A core focus of this position is leading Salesforce platform programs, coordinating configuration, integration, data, and release activities across business and technical teams. ### What We're Looking For Lead large, complex program initiatives and multiple concurrent projects from initiation through delivery, ensuring timely, high-quality outcomes and continuous value delivery. Lead, mentor, and develop a small team of project managers and/or business analysts — setting delivery standards, allocating work, removing roadblocks, and fostering a collaborative, high-performance environment. Serve as the program lead for Salesforce initiatives, partnering with administrators, developers, integration teams, and business owners to plan and deliver configuration, customization, data, and release activities across the platform. Work closely with business units, technology teams, and third-party vendors to ensure business requirements are met while following best practices. Evaluate the firm’s current delivery posture and spearhead enhancements to policies, processes, and tools. Document program strategy, roadmaps, and key milestones as improvements are implemented. Define key program metrics and KPIs to measure success and inform strategic decisions. Champion the program, ensuring that business partners understand the importance of sound practices to support their business initiatives. Monitor and track the progress of all related projects, proactively managing risks, dependencies, budgets, and timelines. Function as the liaison between other departments and third-party vendors with respect to projects and processes. Research changes and developments within the industry and emerging technologies to identify new opportunities. Communicate the business value of technology solutions to executives and stakeholders, demonstrating impact on efficiency, cost, and customer experience. Provide high-level decisions and guidance with respect to projects and other work-related items. ### What You'll Bring Proven ability to lead and develop teams of project managers and/or business analysts and to manage large, cross-functional program initiatives. Experience leading Salesforce platform programs (e.g., Sales Cloud, Service Cloud, or comparable), coordinating configuration, integration, data, and release management across teams. Expertise in project and program management best practices, including planning, budgeting, risk, and dependency management. Strong written and verbal communication skills, including the ability to make presentations to audiences including senior management. Ability to influence and build consensus among stakeholders with varying objectives and to resolve conflicts constructively. Excellent organizational skills and the ability to prioritize and manage multiple initiatives in a fast-paced environment. Experience with data-driven decision making, using metrics and KPIs to guide strategy and execution. Ability to analyze existing capabilities and emerging trends and recommend improvements. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Ability to build and maintain collaborative relationships with both internal and external clients. ### Education & Experience Minimum Required: Bachelor's Degree in Business or a technical field. ### Minimum Required 10+ years related experience in Information Technology, including demonstrated program management and team leadership experience. ### Preferred Experience delivering Salesforce programs in a financial services or other regulated environment. ### Licenses & Credentials Preferred Project Management Professional (PMP) or equivalent program management certification; Salesforce certification (e.g., Salesforce Administrator). Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Experience with project/program management tooling and the Salesforce platform. #LI-LL1 Compensation Range Salary: USD $138,200.00/Yr. - USD $190,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit [https://www.stifel.com/careers/benefits](https://www.stifel.com/careers/benefits). Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer. ## At a glance - Posted by the employer: Jul 14, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 96 days - Location: New York - Employment type: Full-time[Apply on Stifel Financial’s careers site →](https://careers-stifel.icims.com/jobs/9585/login) ## More jobs at Stifel Financial ### [Special Assets Senior Portfolio Manager](https://jobs.opennash.com/companies/stifel-financial/jobs/70ca451be4107414e56c/) New York ### [2027 Stifel Capital Structure Advisory MBA Summer Associate – New York](https://jobs.opennash.com/companies/stifel-financial/jobs/5a1097980009be6b5e9f/) New York ### [Advisor Directed Program Senior Specialist](https://jobs.opennash.com/companies/stifel-financial/jobs/074ebd1a147a660515ee/) New York ### [Advisor Directed Programs Specialist II](https://jobs.opennash.com/companies/stifel-financial/jobs/4705ffbdf9e6b42eb184/) New York ### [Director/Managing Director, Fund Banking (Fund Finance)](https://jobs.opennash.com/companies/stifel-financial/jobs/e140f351d0c969ecfbef/) New York ## Similar jobs at other companies ### [Technical Project Manager (Air Based Programs)](https://jobs.opennash.com/companies/bae-systems/jobs/eb33b30fbfab1db1dd3a/) BAE Systems · Saint Inigoes, Maryland, United States ### [Manager, Product Pricing Programs](https://jobs.opennash.com/companies/cardinal-health/jobs/87461feeb07269df74aa/) Cardinal Health · International ### [Senior Manager, Strategic Programs](https://jobs.opennash.com/companies/cardinal-health/jobs/561f271a114efc58542e/) Cardinal Health · International ### [Value-Based Programs Analyst](https://jobs.opennash.com/companies/humana/jobs/d4f74a30472c76305f07/) Humana · Remote, Florida ### [Senior Clinical Programs Pharmacist](https://jobs.opennash.com/companies/humana/jobs/4622ee7ca839074a5b7d/) Humana · Remote, Nationwide OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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