AVP, Business Technology Leader
Core
Architect and lead the end-to-end technology platform for Individual Solutions (B2C wealth management), building a high-performing engineering organization and integrating enterprise systems to deliver differentiated customer experiences via software, data, and AI.
Role type
Senior IC/Lead technology executive (Head of Technology)
Builds
Innovative wealth management technology platform, data and AI capabilities, and a scalable engineering organization
Domain
Financial services (Wealth Management, Retirement, RIA) + Enterprise Software Architecture + AI/LLM
Deliverable
production ML models | product features | infrastructure
Required skills
Technology leadership (15+ years), Software engineering/architecture, Enterprise system integration, AI/LLM application development, Data platform engineering, Regulated environment delivery, Strategic tradeoff analysis
Preferred skills
Consumer-scale digital platform scaling, Advisor technology experience, Global engineering leadership, Build/buy/partner decision making
Technologies
LLMs, Agentic systems, Retrieval architectures, DevSecOps, Cloud-native platforms
Responsibilities
Define technology strategy and roadmap aligned with business priorities; Own target architecture and security guardrails; Build and scale the engineering organization and technical leadership; Drive end-to-end delivery outcomes across federated teams; Establish production standards for availability, resilience, and incident response; Lead the integration of AI/ML into customer experiences and internal workflows.
Seniority
Senior, hands-on IC with executive leadership scope