Head of Wealth Management and Analytics Technology
New York, NY - PARK, United States
USD 230K-250K Executive-level Full Time
Tasks
- Apply agile program management for SDLC improvements
- Build advisor intelligence platform
- Define and execute wealth management distribution technology strategy
- Develop advisor and firm segmentation capabilities
- Develop advisor relationship management capabilities
- Develop cloud native API based integrations
- Enable advisor segmentation and scoring
- Enable distribution analytics and territory insights
- Ensure sales marketing client technology interoperability
- Implement CI CD for Salesforce development
- Implement automated testing and release management
- Implement closed loop marketing and sales insights
- Integrate CRM with marketing automation and client reporting
- Integrate external and internal advisor data
- Lead evolution of advisor engagement lifecycle platforms
- Lead wealth technology team and drive data driven decision making
- Manage opportunity and pipeline tracking capabilities
- Own delivery of wealth CRM ecosystem
- Partner on scalable secure integrated platform architecture
- Partner with data and AI team on relevant AI solutions
- Provide platform observability and monitoring
Perks/Benefits
- 401k match
- Access to medical advisory team
- Commuter benefits
- Comprehensive Medical Rx Dental and Vision
- Disability insurance
- Education sponsorship program
- Emergency backup care
- Employee assistance program
- Financial wellness benefit
- Flexible spending accounts
- Healthcare savings account
- Life insurance
- Matching gift program
- Mental health app
- Mindfulness and Wellbeing App
- New parent leave
- Reproductive and adoption assistance
Skills/Tech-stack
API Integration | Agile | Analytics | Automated testing | CI/CD | CRM ecosystem | Campaign Management | Client Reporting | Cloud Native | Customer Relationship Management | Customer relationship | Data Governance | Data Modeling | Data integration | Data platforms | Digital portals | Enterprise Architecture | Marketing Automation | Observability | Relationship Management | Release Management | SDLC | Sales Enablement | Salesforce | Salesforce Development | Security | Segmentation Analytics | Territory Management
Education
Bachelor of Engineering | Bachelor of Science | Master of Science | PhD
Roles
Engineer | Head | Head of Technology | Principal | Principal Software Engineer | Software Engineer
Regions
Countries
States
Cities
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