Chief Information Officer, Client Platform
Core
Own the technology strategy, architecture, and delivery organization for the Client Platform to support institutional, wealth, intermediary, and OCIO clients with digital self-service and human advice capabilities.
Role type
Senior IC delivery-leadership CIO (Client Platform)
Builds
Scalable client engagement platforms, AI-native distribution tools, data fabric, and marketing/servicing technology
Domain
Financial Services / Wealth Management / Institutional & Retail Distribution
Required skills
Technology strategy, engineering architecture, delivery leadership, AI-native product design, data fabric integration, vendor management, risk governance, buy-versus-build decision-making
Preferred skills
Experience in wealth/intermediary distribution technology, AI implementation at scale, global platform architecture
Technologies
AI/ML frameworks, CRM systems, API/event layers, data analytics platforms, cloud infrastructure
Responsibilities
Define end-to-end technology strategy translating business outcomes into roadmaps; Lead engineering and delivery teams; Make buy-versus-build recommendations; Build AI-native capabilities for client intelligence and proposal automation; Establish data fabric for unified client views; Partner with Product Owners and business stakeholders; Manage vendor relationships and contract negotiations
Seniority
Senior, hands-on IC
