Job Title: Director of Wealth ech Strategy & Ecosystem
Location: Austin, TX (Relocation assistance available)
Position Overview: We are seeking an experienced and visionary technology leader to drive the strategy and execution of our advisor technology ecosystem. This key role will be instrumental in transforming and enhancing our technology offerings, focusing on seamless integration and optimization of advisor-facing platforms.
Key Responsibilities:
- Strategic Leadership: Develop and implement a comprehensive advisor technology strategy that integrates third-party solutions, ensuring a seamless, efficient ecosystem.
- Ecosystem Management: Oversee the evaluation, selection, and integration of tech solutions to improve advisor efficiency and experience.
- Vendor Relationships: Strategically manage vendor partnerships to align with technology goals and financial objectives.
- M&A Integration: Lead the technology assessment and integration for new acquisitions, ensuring smooth transitions and optimal functionality.
- Team Development: Build and lead a team dedicated to technology strategy and product management, promoting a culture of innovation and excellence.
Qualifications:
- Demonstrated experience in managing technology strategies in the wealth management or financial services industry.
- Strong project management skills with the ability to lead cross-functional teams.
- Proficient in vendor management and strategic partnership development.
- Skilled in M&A technology due diligence and integration.
- Innovative and strategic thinker with a customer-focused mindset.
Why Join Us?
- Influence: Play a critical role in shaping the technology landscape and advisor experience.
- Career Growth: Gain mentorship from industry leaders and opportunities for professional development.
- Compensation: Competitive salary with substantial bonus potential and comprehensive benefits, including relocation support.
