The Wealth Management Product and Architecture Leader will manage a department or unit comprising multiple teams, led by managers, that oversee various categories of Wealth product management, engineering, technical architecture, and operating systems supporting end-user applications.
The role influences stakeholders to adopt approved practices and approaches, communicates effectively with executive leadership, and owns the short- to mid-term (1-3 year) execution of functional strategy and operational direction for information systems.
This new leader also oversees design, architecture, and implementation of technical solutions, ensuring information systems meet user needs and align with the organization's overall information systems architecture.
Key Responsibilities and Duties- Leads a multi-year, front-to-back brokerage product platform strategy, overseeing delivery while managing dependencies with core brokerage platforms and vendors for the Wealth business.
- Partners with business product leaders to develop organizational information systems strategies and goals for Wealth technology platforms.
- Manages team performance through regular, timely feedback and the formal performance review process; drives engagement, motivation, and development to ensure delivery of exceptional service.
- Directs complex product and architecture requirements analysis, translating business needs into technical solutions.
- Oversees system design and technology decisions to ensure compliance with organizational and regulatory requirements for information systems.
- Guides the development of key capabilities and performance requirements in system architecture design.
- Approves strategies and activities for delivering solutions that integrate multiple platforms, operating systems, and applications across the enterprise.
- Translates external market dynamics into actionable recommendations for enhanced business performance, presenting insights to senior leadership.
- Directs operations and maintains strong working relationships with other information systems leaders.
- Communicates the strategic importance of information systems to department and senior leadership to minimize risk and improve organizational performance and productivity.
- Provides strategic direction for the development and maintenance of technical architecture and operating systems.
Educational Requirements- University (Degree) Preferred
Work ExperiencePhysical Requirements- Physical Requirements: Sedentary Work
Career Level 11PL
The successful candidate brings deep knowledge of the Wealth business product lifecycle alongside strong skills in complex strategic decision-making, executive stakeholder management, and organizational change leadership. This includes navigating political dynamics across Sales, Marketing, Brokerage, Investment Management, Trading, Wealth Financial Planning, Tax and Real Estate, CRM, Client Services, and middle-office operations.
The role requires sound judgment on vendor relationships, team development, and technology trade-offs-decisions that carry significant organizational risk. Success depends on deep contextual expertise in wealth management (including wealth platforms, trust operations, regulatory compliance, and advisor workflows), paired with strong human skills: inspiring teams through transformation, building cross-functional trust, advising executive leadership on strategy, and balancing competing business priorities. These capabilities draw heavily on experiential judgment, emotional intelligence, and relationship capital.
- 12+ years of experience in Financial Services technology, with at least 3-5 years of experience in a management capacity
- 7 - 10+ years of experience in Wealth Management and Brokerage product roles, including leading business rollout of Wealth products to clients
- 2 - 5+ years of product engineering and architecture experience
- Experience with AI products within a Wealth or Asset Management business
- Demonstrated expertise in trust operations, regulatory compliance, and advisor workflows within the wealth management domain
- Proven track record managing cross-functional dynamics across Sales, Marketing, Brokerage, Investment Management, Trading, and related business units
- Experience mentoring or leading teams through large-scale organizational or technology transformation
Related Skills
Application Programming Interface (API) Development/Integration, Automation, Communication, Consultative Communication, Containerization, DevOps, Enterprise Application Integration, Influence, Organizational Savviness, Problem Solving, Prototyping, Relationship Management, Scalability/Reliability, Software Development Life Cycle, Systems Design/Analysis
Anticipated Posting End Date:2026-09-14
Base Pay Range: $179,000/yr - $295,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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