Director of Wealth Management Technology
Core
Strategic interface between IT and Wealth Management practice, driving innovation and leveraging technology at competitive scale and speed to achieve business objectives.
Role type
Director of Wealth Management Technology (Business Relationship Manager)
Builds
Wealth Management technology product portfolio and solution delivery team
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic technology advisory, portfolio management, product management operating model, agile delivery constructs, financial leadership of IT investment plans, team building, stakeholder alignment
Preferred skills
Wealth Management industry domain experience, prior CIO or senior IT leader experience, consulting and internal IT blend
Technologies
N/A
Responsibilities
Partner with Wealth Management leadership as a strategic technology advisor, co-lead the portfolio of business technology ideas and projects, lead the design and build of dedicated Wealth Management product management and solution delivery team, ensure roadmaps for technology product value delivery are in place, keep pace with emerging technology and vendor changes, provide strategic oversight on business technology scoping and execution, responsible for financial leadership of annual IT investment plans and resource forecasts
Seniority
Director, strategic leadership