Managing Director – Wealth Management Platform Technology

TIAA

Managing Director in Wealth Management Platform Technology leading technology initiatives for brokerage platforms. Focus on operational efficiency and team development to enhance revenue and client service.

Posted 5/6/2026full-timeCharlotte • New York, North Carolina, Texas • 🇺🇸 United StatesLead💰 $177,000 - $250,000 per yearWebsite

Tech Stack

Tools & technologies

SDLC

About the role

Key responsibilities & impact

Lead and develop a high-performing operations team blending internal staff and managed services partners
Lead a multi-year, front-to-back brokerage platform transformation
Provide executive leadership for Wealth transformation program
Identify execution risks, delivery bottlenecks, and integration gaps across programs
Translate business transformation priorities into actionable technology initiatives
Drive adoption and operationalization of Wealth platform, processes, and capabilities
Ensure vendor and stakeholder alignment on scope, delivery commitments, and success criteria

Requirements

What you’ll need

10+ years of Wealth Management technology experience
Technical leadership experience implementing and managing brokerage platforms
Agile Methodology, Continuous Integration and Deployment, Data Analysis, Debugging, DevOps, Enterprise Application Integration, Operating Systems Management, Problem Solving, Programming, Software Development, Software Development Life Cycle, Web Application Development
University/College degree preferred

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Comprehensive Total Rewards package addressing well-being needs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Agile MethodologyContinuous IntegrationContinuous DeploymentData AnalysisDebuggingDevOpsEnterprise Application IntegrationOperating Systems ManagementSoftware DevelopmentWeb Application Development

Soft Skills

leadershipproblem solvingstakeholder alignment