Director of Wealth Management Technology

• Partner with Wealth Management leadership as a strategic technology advisor for business strategy, goals, and operational challenges.
• Drive innovative and strategic use of technology and manage accountability for the technology product portfolio and resources supporting Wealth Management.
• Co-lead the portfolio of business technology ideas, products, projects, and enhancements from product envisioning through delivery and operations.
• Lead the design, build, and evolution of Wealth Management product management and solution delivery teams and resources.
• Establish and communicate technology roadmaps that realize business goals through technology product value delivery.
• Monitor emerging technology, vendor, and competitive marketplace changes and share knowledge to identify opportunities and risks.
• Provide strategic oversight and guidance on technology scoping and execution with Project and Product Managers.
• Lead financial planning for annual IT investments and resource forecasts with the practice area/function.
• Establish transparent co-ownership of investment and resource planning with Wealth Management.
• Ensure appropriate practice leadership engagement and resourcing for projects and product initiatives.
• Report to the CIO and collaborate with the Information Technology leadership team to execute enterprise IT strategy, improve IT delivery and operations, and develop the technology team.

• Bachelor's degree required; advanced degree preferred, in a technology- or business-oriented field.
• 15+ years of experience in technology domain roles.
• Preference for a blend of consulting, internal IT, and cross-functional technology domain experience.
• 5+ years of leadership experience involving innovation, strategy, and solution delivery.
• Strong preference for Wealth Management industry domain experience in technology leadership roles.
• Prior CIO or senior IT leadership experience responsible for technology innovation, strategy, and delivery supporting a practice is strongly preferred.
• Experience leading in a Product Management Operating Model and Agile delivery constructs, from product envisioning through agile SDLC delivery.
• Experience working closely with business leadership and staff to create strategy, roadmaps, and solution/product delivery excellence.
• Experience building and developing technology delivery teams with strong business and client-centric orientation.
• Exceptional verbal, written, and interpersonal skills.
• Ability to develop strong interpersonal relationships at all levels within and outside the firm.
• Experience presenting and facilitating executive-level meetings and discussions or presenting at large business-unit gatherings representing IT.
• Ability to work hours exceeding the standard 40-hour work week as an exempt employee.
• Must be legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese and English or Chinese and English.

Demonstrates extensive experience in technology leadership within the Wealth Management industry, focusing on strategic innovation, product management, and solution delivery. Proven ability to collaborate with business leadership to develop technology roadmaps and drive accountability for technology investments.

• Wealth Management Industry Experience
• Technology Leadership
• Product Management Operating Model
• Agile Delivery Constructs
• Strategic Technology Advisor

• Technology Strategy
• Product Management
• Agile SDLC
• Financial Planning
• Technology Roadmaps
• Innovation Management
• Project Management
• Resource Forecasting
• Solution Delivery
• Vendor Management

• Exceptional Verbal Communication
• Interpersonal Skills
• Facilitation Skills
• Relationship Building
• Leadership

• Technology Domain Roles
• CIO Experience
• Cross-Functional Technology Experience
• Client-Centric Orientation
• Business Strategy