Wealth Management - Strategic Execution Lead, Vice President
Core
Drive execution of ConnectWealth, a flagship transformation focused on modernizing investment platforms and enabling next-gen wealth management capabilities.
Role type
Senior IC strategic execution lead (VP level)
Builds
Integrated transformation roadmap for investment platforms and advisor experience
Domain
Wealth management + technology modernization
Required skills
Strategic execution, cross-functional dependency management, executive governance, AI fluency, investment platform knowledge, SDLC expertise, C-suite communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead execution of complex multi-year transformations spanning cross lines of business; Translate strategic priorities into clear execution plans and measurable outcomes; Serve as connective tissue across Investments, Product, Technology, and Operations; Create C-suite-ready materials for executive reporting and strategic updates; Partner with Investments and Product leaders to ensure platform capabilities support investment strategies; Champion AI-enabled ways of working to improve planning, reporting, and decision-making; Influence and lead cross-functional teams in a complex, matrixed environment.
Seniority
Vice President, hands-on IC