Vice President, Wealth Management Technology

** This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.*
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Please note:

This role is not eligible for Work Visa sponsorship, either currently or in the future._*
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* Key Responsibilities:

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* ** Strategy, Architecture & Roadmap*
* + Define and drive the long‑term technology strategy and target architecture for Wealth Management platform

+ Own and evolve the application roadmap, prioritizing initiatives that modernize legacy systems and improve advisor experience

+ Ensure platforms are scalable, configurable, and aligned with enterprise technology standards

** Product & Business Enablement*
* + Translate business and product strategy into clear, executable technology outcomes

+ Partner with Product leadership to move initiatives from pilot or beta into firm‑wide adoption

+ Champion an advisor‑centric, end‑to‑end user experience mindset.

** Delivery, Platform Modernization & Engineering*
* + Own end‑to‑end accountability for delivery, production stability, and platform reliability.

+ Provide senior leadership and governance across a portfolio of concurrent initiatives with recurring release cycles.

+ Drive predictable delivery through clear ownership, milestones, early risk identification, and dependency management

+ Lead platform modernization initiatives including cloud adoption, service‑based architectures, API enablement, and UI modernization

+ Establish and enforce engineering standards to improve scalability, reliability, and maintainability

+ Balance delivery speed with quality by embedding automation and AI‑enabled SDLC practices, including development and testing techniques that improve delivery velocity, code quality, and team productivity.

** Stakeholder & Vendor Management*
* + Serve as a technology advisor to senior leaders, connecting technology initiatives to measurable business outcomes

+ Partner with Architecture, Data, Security, and Infrastructure teams to proactively remove delivery friction

+ Evaluate and manage third‑party vendors and platforms

+ Provide concise, executive‑level updates that drive alignment and informed decision‑making

** People Leadership*
* + Lead and develop a multi‑layered organization of technology leaders and delivery teams

+ Coach leaders to scale impact through effective execution, collaboration, and stakeholder engagement.

+ 15+ years of technology experience in financial services, including senior leadership roles

+ Proven experience delivering large‑scale application development and modernization initiatives

+ Experience supporting advisor‑facing or client‑facing platforms in Wealth Management or related domains

** Skills & Competencies*
* + Enterprise application architecture and large‑scale delivery leadership

+ Strong understanding of Wealth Management domain

+ Experience driving engineering standards, automation, CI/CD, and AI‑enabled SDLC practices

+ Proven ability to influence senior stakeholders with clear, outcome‑focused communication