The job of a program manager has never been more important. On one side, they’re dealing with banks that are still facing a tough time with interest income and, consequently, on the hunt to increase fee income. On the other, they’re dealing with a talent shortage and major disruptions brought on by technology.

Even at a very basic level, the idea of bank brokerage is a difficult mix. One side is driven by numbers; the other defined by trust and relationships. Whether a program manager worked for years as an advisor, or was a top lieutenant of a bank president and took on added responsibility, they can find themselves inhabiting the ground between banks and their investment programs.

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