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Senior Vice President of AI & Digital Advisor Platforms role responsible for driving the strategy, development, and operational excellence of the next generation of AI-powered applications and marketing technologies that empower our Financial Advisors.
Job Responsibility:
Define and execute a forward-looking strategy that leverages AI, cloud computing, and modern marketing technologies to create a best-in-class digital experience for our advisors
Lead the architecture and development of highly scalable, cloud-native AI applications designed for thousands of concurrent advisor users
Provide senior leadership for cross-functional teams responsible for both the development of new features and the 24/7 support and stability of the production environment
Champion and enforce rigorous non-functional requirements
Obsess over application performance, implement robust disaster recovery plans, and ensure platform stability
Establish and monitor key performance indicators (KPIs) and metrics to drive continuous improvement
Oversee the creation of intuitive and powerful applications that integrate seamlessly into the advisor workflow
Drive the practical application of AI/ML models in areas such as client prospecting, personalized recommendations, and workflow automation
Partner with senior leaders across Wealth Management, Marketing, and Infrastructure to ensure technology strategy is tightly aligned with business objectives
Requirements:
10+ years of progressive technology experience within wealth management technology at multiple premier financial institutions
7+ years in a senior leadership role with a proven track record of managing both application development and production support teams
Demonstrated experience in architecting, building, and scaling AI/ML-driven applications in a major cloud environment (AWS, Azure, GCP)
A strong portfolio of successfully delivered applications that are actively used by a large base of financial advisors
Experience with the integration and application of marketing technologies (MarTech) within a wealth management context to drive advisor productivity and client engagement
A history of holding platforms to the highest standards of performance, stability, and recoverability
Must be metrics-driven with a deep understanding of application monitoring and performance tuning
Ability to translate complex business needs into a clear architectural vision and a scalable technology roadmap
Exceptional communication and influencing skills, with the ability to articulate a technical vision to business executives and build consensus across a matrixed organization
Bachelor’s degree in Computer Science, Engineering, Data Science, or a related discipline
Master’s degree is strongly preferred
What we offer:
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