Director of Wealth Management Technology

Plante Moran; Chicago (IL); On-site; USD 173,000 - 275,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Discretionary bonus plan

Job summary

Plante-Moran is seeking a Director of Wealth Management Technology to drive innovation and leverage technology solutions. Located in Chicago, this leadership role demands a strategic advisor who collaborates with Wealth Management leadership and oversees technology delivery teams. Candidates must have over 15 years of technology experience, with significant leadership in innovation and strategy. The position offers a competitive salary range of $173,000 to $275,000 alongside a robust benefits package, including health, dental, retirement plans, and more.

Qualifications

• 15+ years of experience in technology domain roles.
• 5+ years of leadership experience in innovation and strategy.
• Experience with Agile delivery and Product Management Operating Model.

Responsibilities

• Partner with leadership to accelerate use of technology.
• Lead design and evolution of product management teams.
• Ensure communication of technology goals and roadmaps.

Skills

Technology leadership

Agile delivery

Business relationship management

Financial leadership

Innovation and strategy

Interpersonal skills

Education

Bachelor’s degree in technology or business

Advanced degree preferred

Job description

The Director of Wealth Management Technology leadership role is a Business Relationship Manager role within our Technology Services department (IT). This role serves as the strategic interface between IT and our Wealth Management practice, responsible for working with practice leadership to achieve strategic objectives by driving innovation and leveraging technology at competitive scale and speed.

This role will serve as a member of the Information Technology leadership team, reporting to the CIO, and work collaboratively with a close-knit team of Directors to help shape and execute on our enterprise IT strategy and roadmap, continuously improve IT delivery and operations, and help grow and develop our talented team.

Your role:

Your work will include, but not be limited to:

• Partner with Wealth Management leadership as a strategic technology advisor for business strategy, goals and operational challenges to accelerate strategic and innovative use of technology, with accountability for the technology product portfolio and technology resources supporting the practice.
• Partner with business leadership to co‑lead the portfolio of business technology ideas, products, projects and enhancements from innovative product envisioning through delivery and operations.
• Lead the design, build, and evolution of dedicated Wealth Management product management and solution delivery team and resources (internal and vendor provided) to meet the needs of the practice.
• Work with business partners and related IT leaders to ensure roadmaps for the realization of business goals through technology product value delivery are in place and effectively communicated.
• Keep pace with emerging technology, vendor, and competitive marketplace changes and proactively share knowledge across Wealth Management practices to identify emerging opportunities or risks.
• Work with Project and Product Managers to provide strategic oversight and guidance on business technology scoping and execution, with a strong focus on stakeholder alignment, communication, and accelerated delivery of technology‑enabled service enhancements.
• Responsible for financial leadership of annual IT investment plans and resource forecasts in partnership with the practice area/function. This includes establishing a co‑ownership model with Wealth Management so that investment and resource planning is transparent and efficient.
• Ensure the proper engagement and resourcing from practice area/function leadership and staffing on projects and product initiatives to ensure stakeholder involvement, buy‑in and success.

The qualifications:

• Bachelor’s degree required; advanced degree preferred – technology or business oriented.
• 15+ years experience in technology domain roles; with a preference for a blend of consulting and internal IT and cross‑functional technology domain experience.
• 5+ years of leadership experience in roles involving innovation, strategy, and solution delivery.
• Strong preference for Wealth Management industry domain experience in technology leadership roles (prior CIO or senior IT leader responsible for leading technology innovation, strategy, and delivery in IT to support the practice).
• Experience in leading in a Product Management Operating Model and Agile delivery constructs (Product envisioning through agile SDLC delivery).
• Experience with working closely with business leadership and staff to create strategy, roadmaps, and solution/product delivery excellence to achieve business outcomes.
• Experience building and developing technology delivery teams with strong business and client centric orientation.
• Exceptional verbal, written and interpersonal skills.
• An ability to develop strong interpersonal relationships at all levels both within and outside the firm, characterized by mutual respect, openness, and trust.
• Experience with presenting and facilitating executive level meetings and discussions, or presenting at large business unit gatherings representing IT.

This is an exempt position, so you may have to work hours that exceed the standard 40‑hour work week.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre‑determined holidays, as well as a 401(k) plan, flexible benefits plans, business‑related travel expense, lodging, and meal reimbursement for business‑related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market‑based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry‑level talent.

The compensation range for this role in CO, IL, OH, and MA is: $173,000 - $275,000.00