Executive Vice President - Advisor Wealth Experience and Platforms

About the role

On behalf of our client - a large, established independent wealth management firm based in Topeka, KS - The Well is seeking an Executive Vice President of Advisor Wealth Experience and Platforms. This is a newly created, senior-level leadership role designed to bring centralized ownership and strategic vision to the firm's wealth management technology and platform ecosystem. The EVP will serve as the single point of accountability for platform strategy, acting as a cross-functional leader internally and as the trusted face of technology strategy externally to the firm's advisor community. This is a high-impact, high-visibility opportunity for a business-minded leader who understands the fintech and wealth management landscape and can drive alignment across a complex organization.

Responsibilities

• Own and lead the firm's overall wealth management systems and platform strategy, replacing a prior committee-based approach with a single, accountable strategic vision
• Serve as the central liaison between sales, operations, compliance, and technology teams on all platform and technology decisions
• Act as the external face of the firm's technology and platform strategy to financial advisors, building trust and credibility in the fintech space
• Evaluate, select, and manage relationships with technology vendors and platform partners
• Measure all technology and platform initiatives against the established strategic vision and defined outcomes
• Lead and develop a team of approximately 3-4 direct reports, including product owners currently embedded across various business divisions
• Bring together diverse internal voices and perspectives to drive alignment on technology strategy
• Communicate platform strategy clearly and persuasively to senior leadership, advisors, and cross-functional stakeholders
• Present complex strategic information to executive leadership and advisor audiences with clarity and confidence
• Collaborate cross-functionally with ops, compliance, sales, and technology teams to ensure strategy is executed effectively
• Identify opportunities to improve advisor experience through technology and platform enhancements
• Represent the firm's technology vision in external conversations with advisors and industry partners

Requirements

Must‑haves:

• Demonstrated experience in wealth management systems, platforms, or fintech - with a clear orientation toward the business side, not purely IT or engineering