The Role The Digital Account Management (DAM) product area within Institutional Wealth Management Services (IWMS) is seeking a Engineering Leader to shape the strategy, technical direction, and delivery of digital capabilities that support Institutional Account Onboarding and Account Maintenance. You will lead agile teams, partner closely with product leadership, and ensure delivery of scalable, resilient, and modern solutions that meet the needs of Clearing Advisors, RIAs, home‑office teams, and representatives. In this leadership role, you will define engineering standards, influence architectural decisions, drive technical health, and advance the long‑term modernization of the digital account management products. Success requires strong collaboration across product areas, architecture, operations, and dependent platforms. The Team The Digital Account Management team delivers modern, scalable solutions that power Institutional Account Onboarding and Account Maintenance across the Wealthscape platform. We focus on creating intuitive digital workflows that reduce friction, improve accuracy, and accelerate asset realization for Clearing Advisors, RIAs, and home‑office professionals. Our mission is to simplify the account lifecycle through flawless, end‑to‑end digital experiences. We deliver consistent, standards‑based interfaces, enable omni‑channel integration with advisor technology ecosystems, and drive operational efficiency through automation and strong front‑end validations. By modernizing how institutional accounts are onboarded and maintained, we empower investment professionals and their support teams to operate more efficiently and support business growth.
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Job Type
Full-time
Career Level
Director