Define and execute a forward-looking strategy that leverages AI, cloud computing, and modern marketing technologies to create a best-in-class digital experience for our advisors.
Lead the architecture and development of highly scalable, cloud-native AI applications designed for thousands of concurrent advisor users.
Provide senior leadership for cross-functional teams responsible for both the development of new features and the 24/7 support and stability of the production environment.
Champion and enforce rigorous non-functional requirements.
Oversee the creation of intuitive and powerful applications that integrate seamlessly into the advisor workflow, providing actionable insights, automating tasks, and enhancing client engagement.
Drive the practical application of AI/ML models in areas such as client prospecting, personalized recommendations, and workflow automation.
Partner with senior leaders across Wealth Management, Marketing, and Infrastructure to ensure technology strategy is tightly aligned with business objectives and delivers tangible ROI.

Requirements

10+ years of progressive technology experience within wealth management technology at multiple premier financial institutions.
7+ years in a senior leadership role with a proven track record of managing both application development and production support teams.
Demonstrated experience in architecting, building, and scaling AI/ML-driven applications in a major cloud environment (AWS, Azure, GCP).
A strong portfolio of successfully delivered applications that are actively used by a large base of financial advisors.
Experience with the integration and application of marketing technologies (MarTech) within a wealth management context to drive advisor productivity and client engagement.
A history of holding platforms to the highest standards of performance, stability, and recoverability.
Ability to translate complex business needs into a clear architectural vision and a scalable technology roadmap.
Exceptional communication and influencing skills, with the ability to articulate a technical vision to business executives and build consensus across a matrixed organization.

Benefits

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

AI applicationscloud-native applicationsAI/ML modelsapplication developmentproduction supportarchitectingbuildingscalingintegration of marketing technologiesworkflow automation

Soft Skills

leadershipcommunicationinfluencingcollaborationconsensus buildingstrategic thinkingproblem-solvingvision articulationcross-functional team managementclient engagement