Vice President, Wealth Management Technology

This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location.

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Key Responsibilities:

• Define and execute the technology strategy and roadmap for Wealth Management platforms supporting Financial Advisors, Branch Associates, and Home Office users.
• Develop deep expertise in the Wealth Management domain, advisor workflows, investment processes, and end-to-end user journeys, and use that expertise to shape technology strategy, prioritization, and solution design.
• Partner closely with Product Management and business stakeholders to align technology investments with business priorities and deliver solutions that enhance advisor effectiveness and client service.
• Serve as a trusted technology advisor to senior leadership, influencing strategic decisions and providing visibility into priorities, risks, investments, and technology opportunities .
• Own end-to-end accountability for application delivery, production stability, platform reliability, and the overall health of the Wealth Management technology portfolio.
• Maintain strong product and technology hygiene by keeping platforms stable, secure, supportable, and current with technology upgrades, security requirements, and enterprise standards.
• Drive engineering excellence through quality engineering, automation, observability, disciplined software delivery practices, and continuous improvement.
• Drive adoption of AI-enabled tools and technologies, including Claude Code, to improve engineering productivity, software quality, and delivery speed.
• Build strong partnerships across Product, Architecture, Data, Infrastructure, Security, Compliance, and other business and technology organizations to align priorities, resolve dependencies, remove obstacles, and drive successful outcomes.
• Lead budget planning and investment discussions, manage approved budgets, and ensure effective stewardship of technology resources and investments.
• Lead a multi-layered organization through technology leaders and managers, overseeing full-time associates and geographically distributed consulting teams while building leadership capability, organizational effectiveness, and succession depth.
• Foster a culture of accountability, collaboration, innovation, continuous learning, and ownership with a strong focus on advisor and business success.
• Ensure adherence to company policies, governance standards, regulatory requirements, risk management practices, audit controls, and mandated training requirements.

Skills & Competencies:

• Strong understanding of the Wealth Management domain, advisor workflows, and investment processes.
• Strategic technology leadership with the ability to align technology investments to business priorities.
• Proven ability to lead and develop multi-layered organizations through leaders and managers.
• Strong stakeholder management, influence, and executive communication skills.
• Ability to balance strategic planning, execution, production stability, and talent development.
• Experience building high-performing teams and fostering a culture of accountability, collaboration, and continuous improvement.

Work Experience:

• 15+ years of progressive technology experience, including application development, architecture, and technology leadership roles.
• 10+ years of experience leading managers and multi-layered technology organizations.
• Proven experience leading large-scale application portfolios within Wealth Management, Financial Services, or a related industry.