Senior Business Technology Manager - Wealth Solutions
About The Position
Overview: Lead the strategy, delivery, and optimization of technology solutions that enable our wealth management business. This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring robust, compliant platforms for investment and advisory services. Key Responsibilities: Technology Strategy & Roadmap: Define and execute a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio management, and advisor tools. Platform Modernization: Oversee modernization of legacy systems and integration of WealthTech solutions, ensuring scalability and security. Innovation & Digital Enablement: Champion emerging technologies (AI, analytics, APIs) to improve personalization, advisory efficiency, and operational automation. Regulatory Compliance: Ensure technology solutions meet wealth management regulatory requirements (FINRA, SEC, etc.) and support risk management frameworks. Stakeholder Collaboration: Partner with business leaders, product managers, and vendors to deliver technology initiatives that enhance client experience and advisor productivity. Data & Insights: Drive data strategy for wealth platforms, enabling advanced analytics and reporting for investment performance and client insights. Vendor & Ecosystem Management: Manage relationships with WealthTech vendors and fintech partners to deliver best-in-class solutions. KPIs & Success Metrics: Digital Adoption: % increase in advisor adoption of new platforms % increase in client engagement through digital channels (mobile/web). Platform Performance: System uptime and reliability (target: 99.9%). Reduction in platform latency and transaction processing time. Innovation Impact: Number of new digital capabilities deployed annually (e.g., AI-driven insights). % improvement in operational efficiency through automation. Regulatory & Risk Compliance: Zero critical compliance breaches related to technology. Timely completion of all regulatory audits and technology risk assessments. Client Experience: Increase in Net Promoter Score (NPS) for digital wealth platforms. Reduction in client onboarding time via technology enhancements. Cost Efficiency: % reduction in technology operating costs through modernization and vendor optimization. Behavioral Expectations & Leadership Competencies: Strategic Influence: Ability to articulate technology vision and influence senior stakeholders across business and IT. Change Leadership: Drive adoption of new platforms and processes, fostering a culture of innovation and agility. Collaboration & Communication: Build strong partnerships with advisors, operations, compliance, and technology teams to deliver integrated solutions. Client-Centric Mindset: Prioritize solutions that enhance advisor productivity and client experience. Decision-Making Under Ambiguity: Navigate complex regulatory and business environments with sound judgment and risk awareness. Talent Development: Mentor and develop team members, promoting continuous learning and technical excellence. Innovation Orientation: Stay ahead of WealthTech trends and proactively introduce emerging technologies that create competitive advantage.
Requirements
- Bachelor's Degree (preferred) OR equivalent experience (required)
- 7+ years of relevant experience (required)
- Strategic Influence: Ability to articulate technology vision and influence senior stakeholders across business and IT.
- Change Leadership: Drive adoption of new platforms and processes, fostering a culture of innovation and agility.
- Collaboration & Communication: Build strong partnerships with advisors, operations, compliance, and technology teams to deliver integrated solutions.
- Client-Centric Mindset: Prioritize solutions that enhance advisor productivity and client experience.
- Decision-Making Under Ambiguity: Navigate complex regulatory and business environments with sound judgment and risk awareness.
- Talent Development: Mentor and develop team members, promoting continuous learning and technical excellence.
- Innovation Orientation: Stay ahead of WealthTech trends and proactively introduce emerging technologies that create competitive advantage.
Responsibilities
- Technology Strategy & Roadmap: Define and execute a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio management, and advisor tools.
- Platform Modernization: Oversee modernization of legacy systems and integration of WealthTech solutions, ensuring scalability and security.
- Innovation & Digital Enablement: Champion emerging technologies (AI, analytics, APIs) to improve personalization, advisory efficiency, and operational automation.
- Regulatory Compliance: Ensure technology solutions meet wealth management regulatory requirements (FINRA, SEC, etc.) and support risk management frameworks.
- Stakeholder Collaboration: Partner with business leaders, product managers, and vendors to deliver technology initiatives that enhance client experience and advisor productivity.
- Data & Insights: Drive data strategy for wealth platforms, enabling advanced analytics and reporting for investment performance and client insights.
- Vendor & Ecosystem Management: Manage relationships with WealthTech vendors and fintech partners to deliver best-in-class solutions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
