Wealth Technology – Head of Technology Application Development, Director

• Strategic Platform Leadership: Own the end-to-end technology strategy and execution for a portfolio of core wealth platforms, including Client Onboarding, CRM, External Data Interfaces, etc
• AI first - mind-set of infusing AI into everything we do, and being an ambassador for being AI-first in the way we think and approach a situation
• Full-Stack Execution: Lead multi-disciplinary teams across the full technology stack—from the underlying data and services/APIs to the front-end UI/experience layer—to deliver seamless, integrated solutions for our advisors and clients
• People Leadership & Team Building: Act as a dedicated 'leader of people.' You will be responsible for building, molding, mentoring, and bringing teams together. Foster a world-class engineering culture based on collaboration, ownership, and technical excellence. This may be based on direct team, or the broader team - and with a combination of AI agents
• Architectural Vision: Drive the architectural vision for platform integration, ensuring that new solutions are built on a scalable, resilient, and unified foundation
• Global Collaboration: Partner with global heads of Product, Operations, and Technology to ensure your teams are delivering against the strategic priorities of the business and providing a world-class technology experience

• 15+ years of technology leadership experience, with the vast majority (10-12+ years) spent in progressively senior roles specifically within Wealth Management Technology
• Demonstrable, deep experience across a wide range of Wealth Management functions is mandatory. This must include direct experience with Client Onboarding systems, CRM platforms (e.g., Salesforce), integration of external data interfaces (e.g., market data, financial planning tools), threading the balance between OLTP systems and their demands, vs. reporting applications, with the ability to operate across both
• A distinguished track record as a 'leader of people.' You must have proven experience building teams from the ground up, mentoring senior talent, and unifying disparate groups into a cohesive, high-performing organization
• A strong technical foundation and experience leading teams that span the entire technology stack, including data engineering, API development, and front-end UI/UX
• A strategic thinker with a proven ability to design elegant, scalable, and integrated solutions to complex, cross-functional problems
• Exceptional communication skills with the ability to influence and build consensus with senior executives, peers, and engineers across a global organization
• Bachelor's degree in Computer Science, Engineering, or a related technical discipline

Master's degree is a plus

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
• discretionary and formulaic incentive and retention awards