Vice President, Wealth Management Technology
Core
Senior technology leader responsible for strategy, architecture, roadmap, and delivery of Wealth Management technology platforms supporting Financial Advisors and Home Office users.
Role type
VP of Wealth Management Technology
Builds
Scalable, regulatory compliant platforms for Product Catalog, Portfolio Management, Proposal Generation, Rebalancing, Client Reporting, and External Account Aggregation.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | infrastructure
Required skills
Enterprise application architecture, large-scale delivery leadership, Wealth Management domain expertise, engineering standards definition, CI/CD and automation, AI-enabled SDLC practices, stakeholder management, vendor management, people leadership
Preferred skills
Cloud adoption, service-based architectures, API enablement, UI modernization
Technologies
Cloud platforms, Service-based architectures, APIs
Responsibilities
Define long-term technology strategy and target architecture, own application roadmap and modernization initiatives, translate business strategy into technology outcomes, provide senior leadership and governance for delivery, lead platform modernization including cloud and API enablement, lead and develop multi-layered technology organizations
Seniority
VP, strategic leadership & large-scale delivery