Vice President, Wealth Management Technology
Core
Senior technology leader responsible for strategy, delivery, stability, and evolution of Wealth Management technology platforms serving Financial Advisors and Branch Associates.
Role type
VP, Wealth Management Technology (Leader-of-leaders)
Builds
Scalable, secure, advisor-centric solutions for Portfolio Management, Rebalancing, Proposal Generation, Client Reporting, Financial Planning, Product Catalog, and External Account Aggregation.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features
Required skills
Wealth Management domain expertise, strategic technology leadership, multi-layered organization management, stakeholder influence, application portfolio leadership, AI tool adoption (Claude Code), budget planning, engineering excellence.
Preferred skills
Experience with AI-enabled development tools, emerging technologies.
Technologies
Claude Code, modern technology stack.
Responsibilities
Define and execute technology strategy and roadmap; partner with Product Management and business stakeholders; serve as trusted technology advisor to senior leadership; own end-to-end accountability for application delivery and production stability; drive engineering excellence and AI adoption; build and lead a multi-layered organization; manage budgets and technology investments; foster a culture of accountability and innovation.
Seniority
VP, executive leadership
