Director of Wealth Management Technology

Plante Moran

Director leading Wealth Management technology strategy and product delivery at audit, tax, consulting, and wealth management firm. Advising practice leaders and overseeing IT roadmaps, investments, and delivery teams.

Posted 8/10/2026full-timeSouthfield • Illinois • 🇺🇸 United StatesLead💰 $173,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in technology leadership within the Wealth Management industry, focusing on strategic innovation, product management, and solution delivery. Proven ability to collaborate with business leadership to develop technology roadmaps and drive accountability for technology investments.

Highest-signal resume keywords

Wealth Management Industry ExperienceTechnology LeadershipProduct Management Operating ModelAgile Delivery ConstructsStrategic Technology Advisor

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Technology StrategyProduct ManagementAgile SDLCFinancial PlanningTechnology RoadmapsInnovation ManagementProject ManagementResource ForecastingSolution DeliveryVendor Management

Soft Skills

Exceptional Verbal CommunicationInterpersonal SkillsFacilitation SkillsRelationship BuildingLeadership

Industry Keywords

Technology Domain RolesCIO ExperienceCross-Functional Technology ExperienceClient-Centric OrientationBusiness Strategy

Tech Stack

Tools & technologies

SDLC

About the role

Key responsibilities & impact

Partner with Wealth Management leadership as a strategic technology advisor for business strategy, goals, and operational challenges.
Drive innovative and strategic use of technology and manage accountability for the technology product portfolio and resources supporting Wealth Management.
Co-lead the portfolio of business technology ideas, products, projects, and enhancements from product envisioning through delivery and operations.
Lead the design, build, and evolution of Wealth Management product management and solution delivery teams and resources.
Establish and communicate technology roadmaps that realize business goals through technology product value delivery.
Monitor emerging technology, vendor, and competitive marketplace changes and share knowledge to identify opportunities and risks.
Provide strategic oversight and guidance on technology scoping and execution with Project and Product Managers.
Lead financial planning for annual IT investments and resource forecasts with the practice area/function.
Establish transparent co-ownership of investment and resource planning with Wealth Management.
Ensure appropriate practice leadership engagement and resourcing for projects and product initiatives.
Report to the CIO and collaborate with the Information Technology leadership team to execute enterprise IT strategy, improve IT delivery and operations, and develop the technology team.

Requirements

What you’ll need

Bachelor’s degree required; advanced degree preferred, in a technology- or business-oriented field.
15+ years of experience in technology domain roles.
Preference for a blend of consulting, internal IT, and cross-functional technology domain experience.
5+ years of leadership experience involving innovation, strategy, and solution delivery.
Strong preference for Wealth Management industry domain experience in technology leadership roles.
Prior CIO or senior IT leadership experience responsible for technology innovation, strategy, and delivery supporting a practice is strongly preferred.
Experience leading in a Product Management Operating Model and Agile delivery constructs, from product envisioning through agile SDLC delivery.
Experience working closely with business leadership and staff to create strategy, roadmaps, and solution/product delivery excellence.
Experience building and developing technology delivery teams with strong business and client-centric orientation.
Exceptional verbal, written, and interpersonal skills.
Ability to develop strong interpersonal relationships at all levels within and outside the firm.
Experience presenting and facilitating executive-level meetings and discussions or presenting at large business-unit gatherings representing IT.
Ability to work hours exceeding the standard 40-hour work week as an exempt employee.
Must be legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese and English or Chinese and English.

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Various pre-determined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging, and meal reimbursement
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff
Flexible and balanced working environment through the 'Workplace for Your Day' model
Option for some contingent staff positions to elect health insurance
Limited paid sick time for some contingent staff positions