Wealth Management Tech Strategy Lead

Jobtailor; Illinois; On-site; USD 250,000 - 420,000; Full time

Job summary

Jobtailor is seeking a senior technology leader for Wealth Management to partner with business leadership on technology strategy and delivery. The role focuses on building and guiding the technology product portfolio, roadmaps, and cross-functional teams to align IT with business goals.

The ideal candidate has extensive CIO-level experience in wealth management, strong leadership, and a track record in product management and agile delivery.

Qualifications

• Bachelor's degree in technology or business field required.
• Advanced degree preferred.

Responsibilities

• Partner with Wealth Management leadership as a strategic technology advisor for business strategy, goals, and operational challenges.
• Drive innovative use of technology and manage accountability for the technology product portfolio and resources.
• Co-lead the portfolio of business technology ideas, products, projects, and enhancements from envisioning through delivery and operations.
• Lead the design, build, and evolution of Wealth Management product management and solution delivery teams and resources.
• Establish and communicate technology roadmaps that realize business goals through technology product value delivery.
• Monitor emerging technology, vendor, and competitive marketplace changes and identify opportunities and risks.
• Provide strategic oversight and guidance on technology scoping and execution with Project and Product Managers.
• Lead financial planning for annual IT investments and resource forecasts with the practice area.

Skills

Technology Strategy

Product Management

Agile SDLC

Financial Planning

Technology Roadmaps

Innovation Management

Project Management

Resource Forecasting

Solution Delivery

Vendor Management

Verbal Communication

Interpersonal Skills

Facilitation Skills

Relationship Building

Leadership

Wealth Management Industry Experience

CIO Experience

Cross-Functional Technology Experience

Client-Centric Orientation

Business Strategy

Education

Bachelor's degree

Job description

Jobtailor is seeking a senior technology leader for Wealth Management to partner with business leadership on technology strategy and delivery. The role focuses on building and guiding the technology product portfolio, roadmaps, and cross-functional teams to align IT with business goals.

The ideal candidate has extensive CIO-level experience in wealth management, strong leadership, and a track record in product management and agile delivery.