Vice President, Wealth Management Technology

Key Responsibilities

• Define and drive the long-term technology strategy and target architecture for Wealth Management platform
• Own and evolve the application roadmap, prioritizing initiatives that modernize legacy systems and improve advisor experience
• Ensure platforms are scalable, configurable, and aligned with enterprise technology standards
• Translate business and product strategy into clear, executable technology outcomes
• Partner with Product leadership to move initiatives from pilot or beta into firm-wide adoption
• Champion an advisor-centric, end-to-end user experience mindset
• Own end-to-end accountability for delivery, production stability, and platform reliability
• Provide senior leadership and governance across a portfolio of concurrent initiatives with recurring release cycles
• Drive predictable delivery through clear ownership, milestones, early risk identification, and dependency management
• Lead platform modernization initiatives including cloud adoption, service-based architectures, API enablement, and UI modernization
• Establish and enforce engineering standards to improve scalability, reliability, and maintainability
• Balance delivery speed with quality by embedding automation and AI-enabled SDLC practices, including development and testing techniques that improve delivery velocity, code quality, and team productivity
• Serve as a technology advisor to senior leaders, connecting technology initiatives to measurable business outcomes
• Partner with Architecture, Data, Security, and Infrastructure teams to proactively remove delivery friction
• Evaluate and manage third-party vendors and platforms
• Provide concise, executive-level updates that drive alignment and informed decision-making

People Leadership

• Lead and develop a multi-layered organization of technology leaders and delivery teams
• Coach leaders to scale impact through effective execution, collaboration, and stakeholder engagement

Skills & Competencies

• Enterprise application architecture and large-scale delivery leadership
• Strong understanding of Wealth Management domain
• Experience driving engineering standards, automation, CI/CD, and AI-enabled SDLC practices
• Proven ability to influence senior stakeholders with clear, outcome-focused communication