Head of Wealth Management and Analytics Technology
Core
Lead technology strategy and delivery for Wealth Management distribution platforms, CRM ecosystems, and sales/marketing analytics to support advisor engagement and client experience.
Role type
Principal-level technology leader (Head of Wealth Management and Analytics Technology)
Builds
Scalable wealth distribution platforms, CRM ecosystems (Salesforce), and advisor intelligence/analytics platforms
Domain
Alternative asset management / Wealth Management Technology
Deliverable
production ML models | product features | dashboards & analysis | infrastructure
Required skills
Enterprise application development leadership, Wealth distribution platform architecture, CRM ecosystem design (Salesforce), Analytics and insight platform delivery, Advisor data modeling, Intermediary channel dynamics, Enterprise architecture, Data governance, Regulated financial services security
Preferred skills
Advanced degree in Engineering/CS/Quantitative fields, AI/ML landscape familiarity, Cloud-native application architecture, API-based integration, Agile program management
Technologies
Salesforce, CI/CD, Cloud-native applications, API-based integration
Responsibilities
Define and execute technology strategy for global wealth management distribution; Own delivery of wealth CRM ecosystem and advisor engagement capabilities; Partner with Data & AI to develop advisor intelligence and segmentation platforms; Ensure interoperability across sales, marketing, and client technology platforms; Lead platform engineering and architecture for scalable, secure environments; Build and lead high-performing technology teams
Seniority
Principal, hands-on IC with significant leadership responsibility