Vice President, Strategic Initiatives

What can your career be at Allworth Financial?

We look for great people with great ideas.

Our team members are self‑starters who actively contribute to the growth of our organization. They embody a dedication to transparency and honesty, along with a genuine desire to help others.

Because our employees are the driving force behind our ability to serve our clients, we are committed to their success — fostering a supportive environment to help them thrive both professionally and personally.

Ranked Top 15 Barron’s Top 100 RIA Firms 1

Best in Class Ethics NBRI 9

SUMMARY:

We are seeking a dynamic, hands‑on, strategic and highly collaborative Vice President, Strategic initiatives to lead cross‑functional initiatives that drive technological innovation and operational excellence across the firm. This role will serve as a bridge between software engineering, infrastructure, marketing, financial services and leadership team, with a strong focus on delivering value through solutions that scale.

You’ll be the architect and implementor of transformative projects — from AI‑driven automations to system integrations supporting client acquisition and experience. This is a roll‑up‑your‑sleeves role for a technically proficient leader with exceptional project vision, execution discipline, and an explorative mindset.

THIS IS A FULL TIME EXEMPT POSITION IN ONE OF OUR OFFICES OR WORKING REMOTE.

• Lead high-impact, cross‑disciplinary special projects across engineering, marketing tech, operations, and M&A needs.
• Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools.
• Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution.
• Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation.
• Work closely with the financial services group and Analytics team.
• Technical Innovation & Hands-On Development
• Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low‑code platforms) including automation.
• Work hands‑on when necessary — writing proof‑of‑concept code, creating technical documentation, or leading architecture design.
• Stay current on AI trends and capabilities enough to confidently assess what’s possible, what’s hype, and how to frame solutions that are both ambitious and achievable.
• Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization.
• Have a strong focus on efficiency, scalability, security and adherence to compliance standards.
• Partner with Marketing, Service, advisors and Client Experience teams to co‑implement technology‑backed growth strategies.
• Infrastructure & Scaling
• Support the infrastructure team to select and deploy internal and client‑facing tools that are scalable, secure, and efficient.
• Leverage third party service providers and offshore vendors for expertise.
• Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency.

• Technical & Functional
• Strong experience in software engineering and architecture (e.g., full‑stack development, APIs, system integrations), project management and business analysis.
• Hub Spot
  , Regal.io or other dialers
  , Tamarac or other Portfolio accounting systems
• Data transformation/migration tools, Synapse or Microsoft Fabric data systems.
• AI/ML frameworks (e.g., OpenAI, Stack
  
  AI, RAG frameworks).
• Workflow automation (Zapier, Mulesoft, custom API integrations).
• Strategic & Operational
• Proven track record of leading transformative cross‑functional projects.
• Experience supporting technology needs during mergers and acquisitions
  , especially data conversion and onboarding.
• Deep understanding of RIA or financial services business is mandatory
  .
• Highly communicative and capable of translating complex technology into business value.
• Leadership experience in matrixed environments — able to influence without direct…