Technical Delivery Lead (Managing Principal) — Wealth Management
Core
Bridge strategy and execution in Wealth Management by delivering trusted platforms for advisors, investors, and operations across product manufacturing, investment operations, distribution, and front-office domains.
Role type
Managing Principal Technical Delivery Lead (Wealth Management)
Builds
Scalable, future-ready technology solutions for the end-to-end Wealth Management value chain
Domain
Financial Services / Wealth Management / Asset Management
Deliverable
production ML models | product features | infrastructure
Required skills
Consulting and delivery leadership, CIO/CTO stakeholder management, platform modernization, operating model design, build vs. buy decisions, domain-driven design, microservices, event-driven architecture, API-led ecosystems, vendor governance, engineering maturity standards
Preferred skills
Cloud certifications (AWS/Azure), API/streaming at scale, data quality & lineage tooling, Salesforce FSC, Appian/PEGA, analytics/GenAI assistants, CFA/CIPM awareness
Technologies
AWS, Azure, APIs, Event Streaming, Data Platforms, Salesforce FSC, Appian, PEGA
Responsibilities
Lead end-to-end technology delivery aligning with enterprise strategy, advise CIO/CTO on strategic decisions and architecture, shape target-state architecture, translate executive strategy into delivery plans and roadmaps, drive measurable outcomes like improved STP and reduced latency, elevate engineering maturity
Seniority
Principal, strategy & mentorship