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We are seeking a visionary and strategic leader to join our Wealth Management Technology team as a Director of Data & Analytics. This executive role is pivotal in defining and owning the data strategy and analytical capabilities that will drive our business forward. The ideal candidate is a distinguished leader with an expert-level understanding of the wealth management domain, complemented by a history of leading the technological evolution of data ecosystems at major financial institutions. As the Director, you will provide the strategic vision for architecting a seamless data landscape that connects our operational systems with cutting-edge analytical platforms. You will lead a team of data professionals to deliver actionable insights and will be the ultimate authority on data modeling and governance. This role demands a unique combination of deep technical expertise, extensive financial industry knowledge, and the ability to lead with urgency and influence across the organization.
Job Responsibility:
Define and own the long-term strategic roadmap for wealth management data and analytics, ensuring alignment with overarching business goals and emerging technology trends
Lead, mentor, and cultivate a high-performing team of data architects, engineers, and analysts. Foster a culture of excellence, innovation, and urgency
Set the standards and preside over the creation of expert-level conceptual, logical, and physical data models for the entire wealth management domain
Drive the strategy and execution for modernizing our analytical data and data warehouse technologies, including the adoption and integration of cloud-based providers (e.g., AWS, Snowflake, Google Cloud Platform)
Own the development and implementation of enterprise-grade, scalable, and secure frameworks for data ingestion, curation, quality control, and distribution
Own the architectural vision for integrating core operational systems with our analytical platforms to establish a single, trusted source of truth and enable sophisticated analytics
Champion and direct the adoption of modern data wrangling (e.g., Dataiku) and visualization (e.g., Tableau) tools to create a best-in-class analytics function
Build and maintain strong relationships with senior business and technology leaders. Influence and align stakeholders on the data strategy and its value proposition
Instill a strong sense of urgency within the team to drive complex projects from conception to completion, ensuring the timely delivery of high-impact data solutions
Requirements:
20+ years of progressive experience in technology leadership roles within major financial services firms, with deep, pertinent experience in wealth management
10+ years of proven experience in a formal leadership capacity, with a strong track record of building, managing, and mentoring high-performing data teams
An extensive track record of leading analytical data platforms and data warehouses through their technological evolution, from on-premise to modern, cloud-native solutions
Renowned expertise in creating, managing, and evangelizing complex data models specifically for the wealth management industry
Demonstrable experience defining strategy and overseeing the creation of frameworks for the end-to-end data lifecycle
Strategic understanding and experience with data wrangling and preparation tools (e.g., Dataiku, Alteryx, or similar)
Deep expertise in leveraging data visualization tools (e.g., Tableau, Power BI) to drive business strategy
Strong foundation in SQL, diverse database technologies, and data architecture principles
Familiarity with programming languages such as Python for data manipulation and automation
A dynamic and influential leader with a proactive, "get-it-done" mentality, capable of navigating a complex, matrixed organization and driving change with urgency
A strategic thinker with the ability to bridge the gap between operational and analytical systems, understanding the business implications of data flows and architecture
Bachelor’s degree in Computer Science, Engineering, Data Science, Finance, or a related field
Master’s degree or MBA is highly 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