Director, Engineering (Business Strategy, Platform Roadmap & Client Experience)
Core
Bridge business strategy, product management, customer experience, and engineering execution to deliver a scalable AI-native Wealth Management platform.
Role type
Director, Engineering (Business Strategy, Platform Roadmap & Client Experience)
Builds
Unified digital front door for enterprise clients across Retirement, Employee Benefits, Wealth Management, and Investment Management
Domain
Financial Services / Wealth Management / AI-Native Platforms
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Technology roadmap planning, business strategy translation, cross-functional stakeholder leadership, enterprise platform architecture, AI integration strategy, regulated industry experience
Preferred skills
Wealth Management/Retirement platform experience, ecosystem building, advisor technology knowledge, cloud-native platforms, AI/automation leverage
Technologies
AI solutions, cloud-native digital platforms, APIs, data ecosystems
Responsibilities
Develop multi-year technology roadmap aligned with strategic growth priorities, drive unified digital experience for B2B and B2C segments, build alignment across enterprise business units, embed AI-driven experiences in client lifecycle, define success metrics for client adoption and retention, lead executive-level communications on priorities and risks
Seniority
Director, strategic leadership & execution
