Director of Technology Strategy

A company is looking for a Director, Platform Technology and Strategy. Key Responsibilities Develop and implement a unified technology and data management strategy for advisors and end clients Manage technology vendor relationships and ensure delivery of high-quality solutions and services Capture feedback from advisors and stakeholders to improve the technology ecosystem and communicate the vision and roadmap Required Qualifications, Training, and Education Minimum of 5 years of experience in developing and implementing technology solutions for the wealth management industry In-depth knowledge of industry trends and best practices Demonstrated technical experience with custodian partners and relevant technology systems Bachelor's degree and five years of financial services industry experience, or an equivalent combination of experience and education Securities licenses are not required

Apr 18, 2025 - 19:21

A company is looking for a Director, Platform Technology and Strategy. Key Responsibilities Develop and implement a unified technology and data management strategy for advisors and end clients Manage technology vendor relationships and ensure delivery of high-quality solutions and services Capture feedback from advisors and stakeholders to improve the technology ecosystem and communicate the vision and roadmap Required Qualifications, Training, and Education Minimum of 5 years of experience in developing and implementing technology solutions for the wealth management industry In-depth knowledge of industry trends and best practices Demonstrated technical experience with custodian partners and relevant technology systems Bachelor's degree and five years of financial services industry experience, or an equivalent combination of experience and education Securities licenses are not required