Chief Technology Officer

• Maximize the value of Cadence solutions and flows
• Develop, lead, and close technical campaigns
• Introduce new technologies and methodologies
• Build strong relationships with customer engineers and leadership
• Collaborate with application engineers and sales executives

Digital IC, Account Technology Executive – ATX

• Support the design, execution, and ongoing management of SHI’s sales and marketing technology ecosystem.
• Help intake business requests, design scalable solutions, and ensure efficient delivery across systems.
• Drive technology adoption and identify innovative ways to leverage sales and marketing technologies to support business objectives.
• Manage the intake, prioritization, and delivery of requests, enhancements, and issues across CRM and marketing platforms.

Sales & Marketing Technology Strategist

• Serve as a strategic advisor for sales and marketing technology, guiding stakeholders toward scalable, standardized solutions aligned with enterprise systems and data strategy.
• Manage the intake, prioritization, and delivery of requests, enhancements, and issues across CRM and marketing platforms while maintaining clear backlog visibility.
• Translate business needs into structured requirements and partner with development teams to ensure accurate and timely execution.
• Evaluate and recommend new technologies and capabilities, ensuring alignment across Microsoft Dynamics CRM, Marketo, and integrated systems.
• Design and optimize workflows, integrations, and data processes to enable seamless system interoperability and operational efficiency.
• Drive marketing automation effectiveness by supporting campaign execution, lead management processes, and sales and marketing alignment.
• Ensure platform governance, including data quality, process standardization, documentation, and license utilization.
• Monitor project progress, risks, and outcomes, proactively communicating updates and driving resolution across stakeholders.
• Champion technology adoption and user enablement by partnering with cross-functional teams and Learning & Development (L&D) to improve the user experience and maximize technology value.

Senior Sales & Marketing Technology Strategist

• define and execute the Wealth Services technology strategy aligned with business and enterprise objectives
• lead the architecture and development of a scalable, cloud-native platform supporting account opening, trading, clearing, settlement, custody, and reporting
• drive API-first and event-driven architectures to enable seamless integration and real-time processing
• modernize core platform capabilities, including transaction processing, portfolio accounting, compliance, and digital client platforms
• ensure compliance with regulatory requirements, including SEC, FINRA, AML, KYC, and OFAC standards
• advance the use of AI, automation, and analytics to improve operational efficiency, risk oversight, and client experience
• lead integrations with third-party clearing and custody providers, including Apex
• partner with Product, Operations, Risk, and external vendors to deliver enterprise-wide solutions
• manage technology investments, vendor relationships, and cost optimization initiatives

Head of Technology – Wealth Services, Managing Director

• Define and execute the Wealth Services technology strategy aligned with business and enterprise objectives
• Lead the architecture and development of a scalable, cloud-native platform supporting account opening, trading, clearing, settlement, custody, and reporting
• Drive API-first and event-driven architectures to enable seamless integration and real-time processing
• Lead integrations with third-party clearing and custody providers, including Apex
• Modernize core platform capabilities, including transaction processing, portfolio accounting, compliance, and digital client platforms
• Ensure compliance with regulatory requirements, including SEC, FINRA, AML, KYC, and OFAC standards
• Advance the use of AI, automation, and analytics to improve operational efficiency, risk oversight, and client experience
• Lead a global engineering organization with accountability for delivery, reliability, scalability, and performance
• Partner with Product, Operations, Risk, and external vendors to deliver enterprise-wide solutions
• Manage technology investments, vendor relationships, and cost optimization initiatives

Managing Director, Head of Technology – Wealth Services, Clearing & Custody

• Lead the technology risk and governance strategy by driving risk initiatives in support of the Enterprise Technology and Transformation strategy to protect our brand, enable business-focused capabilities, and lead with innovation.
• Ownership and liaison for SOX controls with Finance, Internal Audit and External Auditor including responsibility for the annual testing of related IT SOX controls and deficiency remediation.
• Scale and optimize the first-line of defense to proactively identify and mitigate technology risk across the firm.
• Work in tandem with the Enterprise Risk and Compliance team to contribute to the enterprise risk appetite and taxonomy, and design and operate the controls that implement them within technology.
• Operationalize the enterprise risk framework within technology and establish the technology-specific governance needed to run the first line, in coordination with information security.
• Establish and track KPIs and KRIs related to technology risk and compliance across all technology teams; create consistency in measuring and reporting.
• Collaborate with senior stakeholders across the enterprise to integrate risk management into strategic planning, product development, and operational rigor.
• Lead risk assessments and partner with Internal Audit to ensure compliance and identify areas for improvement.
• Drive a culture of risk awareness and continuous improvement, ensuring compliance to industry standards.
• Create risk awareness programs designed to improve the risk fluency of our technology organization.
• Own first-line management of technology risk arising from third parties, external platforms, cloud providers, and critical dependencies—including concentration and continuity exposure—partnering with Procurement / Third-Party Risk Management and the second-line dependency function.
• Own identification, remediation planning, tracking to closure, and timely escalation of technology risks, control issues, and audit action plans across the organization.
• Design, implement, and operate the technology control environment, including control self-assessment and the production of audit- and oversight-ready evidence.
• Embed first-line risk management and controls for AI including model and use-case inventory, secure deployment, monitoring, and control operation.
• Strengthen operational resilience and continuity for critical technology services, including availability and recovery expectations.
• Map regulatory and compliance obligations affecting technology into the control environment, ensuring traceability between obligations, controls, and evidence.

Head of Technology Risk, Governance, and Controls

• Define and execute the enterprise strategy for Observability, AIOps, SRE, and incident intelligence.
• Lead global teams responsible for the platforms, practices, and product roadmap that enable 24x7 operational visibility and resilience across critical technology services.
• Drive the next phase of transformation from reactive monitoring to predictive, AI-assisted operations by advancing telemetry standards, improving signal quality, and scaling automation across the incident lifecycle.
• Partner closely with engineering, platform, and application teams to embed observability into design, build, and run practices, while also leading vendor strategy, platform rationalization, and cost optimization.
• Build trusted partnerships across engineering, infrastructure, architecture, risk, and control functions to deliver secure, stable, and scalable operational outcomes.
• Establish governance and guardrails for AI.
• Improve service availability and reduce customer-impacting outages.
• Enable faster recovery and proactive issue prevention.
• Enhance reliability of digital and core banking platforms.

Head of Technology – AI Operations, Observability

• Develop and implement IT strategies that align with the company's business objectives.
• Provide expert guidance on technology investments, infrastructure, and digital transformation initiatives.
• Oversee the management of IT operations, including network security, data management, and system maintenance.
• Collaborate with executive leadership to identify and prioritize IT projects and initiatives.
• Ensure compliance with industry regulations and standards related to information security and data privacy.
• Lead and mentor the IT team, fostering a culture of continuous improvement and innovation.
• Manage vendor relationships and negotiate contracts to ensure cost-effective solutions.
• Monitor and assess emerging technologies to identify opportunities for business growth and improvement.
• Develop and manage the IT budget, ensuring efficient allocation of resources.

Virtual Chief Information Officer – vCIO

• Advise enterprise customers on how to adopt and operationalise AI in ways that create measurable business impact
• Lead executive workshops and discovery engagements focused on AI strategy, intelligent automation, developer productivity, modernisation and digital transformation
• Help organisations identify high-value AI opportunities across customer experience, operations, software delivery and internal platforms
• Shape transformation roadmaps that combine AI, cloud, data and modern engineering practices into practical execution strategies
• Guide customers through the organisational, operational and technology changes required to become AI-enabled businesses
• Build trusted advisor relationships with CIOs, CTOs, CDOs and senior business stakeholders
• Facilitate strategic conversations around innovation, modernisation, operating models and emerging technology adoption
• Translate complex business and technology challenges into actionable transformation programmes and investment priorities
• Help clients define measurable business outcomes, success metrics and value frameworks for strategic initiatives
• Shape complex solution strategies spanning AI-enabled products, intelligent platforms, cloud modernisation and digital experiences
• Collaborate with engineering, product, design and delivery teams to define differentiated, scalable and commercially viable solutions
• Drive experience-led modernisation approaches that improve agility, resilience, speed to market and customer outcomes
• Ensure solution strategies align to modern engineering principles, platform thinking and scalable delivery models
• Support the growth of strategic customer accounts through trusted advisory and value-led engagement
• Shape strategic pursuits, proposals and large-scale opportunities across AI, modernisation and digital transformation
• Develop compelling business cases and outcome narratives that clearly articulate ROI, operational impact and strategic value
• Partner with Client Principals and delivery leaders to identify expansion opportunities and long-term growth strategies
• Stay close to developments across AI, cloud, developer tooling, platform engineering and enterprise technology trends
• Contribute to Nearform’s market propositions, strategic partnerships and thought leadership across AI and modern engineering
• Help shape new offerings and go-to-market strategies based on evolving enterprise customer needs
• Represent Nearform externally through workshops, events, industry conversations and strategic customer engagements

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