Head of Advisor Technology - Americas
Core
Strategic and technical leadership for platforms supporting Financial Advisor Services across Canada, Mexico, and South America, including marketing technology and CRM capabilities.
Role type
Strategy-level Head of Advisor Technology (Americas)
Builds
Secure, resilient, and scalable digital capabilities for advisor and client experiences; marketing technology and CRM solutions.
Domain
Financial Services / Americas (Canada, Mexico, South America)
Deliverable
production ML models | product features | infrastructure
Required skills
Strategic technology vision, engineering team leadership, global workforce management, software release management, IT vendor selection, budget management, stakeholder collaboration, continuous improvement strategy, information security policy enforcement.
Preferred skills
Graduate degree, active involvement in financial services professional organizations, external ambassador experience.
Technologies
AEM, CDP, Marketo, CRM platforms
Responsibilities
Set technology vision and guide engineering leaders; manage and develop high-performing engineering teams across international locations; own strategy for marketing technology and CRM capabilities; hire, evaluate, and supervise staff; develop staffing and operational plans; lead quality initiatives; manage departmental budget; ensure compliance with IT and security policies.
Seniority
Executive, hands-on leadership
