About this role

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

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

Managing Director – Wealth Management Platform Technology

Key skills