Head of and Integrations Wealth Management

Position: Head of Applications and Integrations Wealth Management
Job Title :
Head of Applications and Integrations

Primary Location :
Chicago or NYC - Need to be in Chicago or NYC Hybrid 2 days a week in office

Position Type :
Direct hire (20% travel)

Compensation Information

The expected salary range for this position is $135K -$150K plus bonus depending on experience and qualifications. This role also qualifies comprehensive benefits such as health insurance, 401(k), and paid time off. Talent Fish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations.

Talent Fish is casting a line for a Head of Applications and Integrations. This is a direct hire role based in Chicago or NYC hybrid will go into the office 2-3 days a week and 20% travel to other offices. The role reports to the CIO. The Head of Applications and Integrations will be responsible for building, integrating and optimizing a suite of systems and tools that will scale efficiently, generate insights, and enable exceptional stakeholder and customer experience.

This role requires a technology leader who has is :
Business-Driven strong understanding of Financial Services, experienced with systems integrations, KIP builder change manager, leverages user buy-in, and trusted advisor.

What You Bring to the Role. (Ideal Experience)

• Owned cross-functional tech stacks and integrations end-to-end

• Familiarity with SaaS applications in Digital Marketing, CRM, Portfolio Accounting, Workflow & Integration, and Data Warehouse

• History of enabling business outcomes through systems

• Experience leading change and training to ensure adoption

• Experience in Wealth Management and RIA technologies preferred (e.g. CRM, Performance Reporting, Reba lancers)

What Youll Do . (Skills Used in this Position)

Systems integration and configuration with systems such as (Salesforce Hub Spot Zoho CRM) (Advyzon Orion Black Diamond) (Net Suite MS Dynamics Odoo) (Workato Boomi Zapier) (Venminder Hadrius REGnosys) (Fabric Snowflake) (Power

BI Tableau Qlik)

Focus on business enablement - tools and reporting

Support data governance and operational KPI dashboarding

Change management and adoption support

Compensation Information

The expected salary range for this position is $135K -$150K plus bonus depending on experience and qualifications. This role also qualifies comprehensive benefits such as health insurance, 401(k), and paid time off. Talent Fish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations.

This role requires authorization to work in the U.S. without current or future visa sponsorship.

All offers are contingent upon the completion of a background check which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks and any required certifications or compliance requirements based on the end client’s background check policies and applicable laws.

If applying for this role - Please take each key point and provide number of years experience and what you would rate yourself 1 thrubeing expert) for each key point. Send your resume and notes on the role to expediate our recruiting services.

Employment Type

:
Full Time

Vacancy : 1

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