Director, Applications and Integrations

Overview

Hybrid
$140,000 - $180,000
Full Time

Skills

API

Job Details

Position Overview

The company needs a Head of Applications & Integrations to own the implementation, configuration, and integration of enterprise software systems across our growing network of RIAs. These systems form the backbone of how we onboard new firms, empower advisors, and generate actionable insights essential to companies' continued growth. The ideal candidate blends deep technical fluency with strong business judgment and exceptional stakeholder management. They are equally comfortable translating user needs into system specs, integrating across tools and platforms, and driving change that leads to adoption.

The Head of Applications & Integrations will report to the Chief Technology Officer and work closely with Technology, Operations, and Strategy teams to collaborate with companies' partner RIAs to craft a seamless, integrated, AI-native suite of applications that support our growth and operations. This role is ideal for a rising systems leader ready to take on broader ownership and drive meaningful change in a high-growth environment.

Key Responsibilities

Platform Implementation & Ownership

  • Play a leading role in configuring and optimizing companies fast-growing enterprise platform: CRM, Portfolio Management, ERP, Compliance Technology, Data Warehouse, Digital Marketing, and the Integrations Layer
  • Act as system owner and primary administrator of key tools, ensuring configuration aligns to business needs
  • Manage system enhancements, vendor relationships, and user requests across the application stack
  • Collaborate across teams to drive execution, with opportunity to grow into future leadership

Systems Integration

  • Build and maintain cross-platform integrations, especially across CRM, ERP, reporting, and marketing systems
  • Leverage tools like Workato and native APIs to ensure clean data flow and automation
  • Collaborate with companies data team to enable warehouse-ready data pipelines

Post-Acquisition Integration & Onboarding

  • Partner with companies Deal and Integration teams to assess acquired firms tech stack and lead onboarding onto core systems
  • Curate the advisor onboarding experience by minimizing disruption and surfacing high-value, time-to-value wins
  • Configure and deploy tools quickly and thoughtfully, delivering both speed and quality

Tool Adoption & User Enablement

  • Drive change management and training initiatives to maximize tool usage and impact
  • Develop and deliver documentation, sessions, and office hours to support user success
  • Act as the translator between the technical build and the user experience

System Governance & Process Design

  • Document and implement best practices across application use
  • Own application governance, access policies, and change management workflows
  • Serve as escalation point for high-priority troubleshooting and support needs

Qualifications

Experience

  • 4 7 years of hands-on experience in enterprise systems, SaaS tools, or business systems leadership
  • Experience in wealth management, private equity-backed, or multi-site environments is a plus
  • Direct experience integrating across platforms like ERP, Digital Marketing, CRM & Practice Management, and Compliance or similar

Skills

  • Strong technical competency across SaaS tools and integration platforms
  • Project ownership mentality with bias toward action and speed
  • Exceptional relationship-building skills and a customer-first mindset
  • Excellent communication skills written, visual, and verbal with the ability to make the complex feel simple
  • Strong business intuition and ability to align systems to value

Education

  • Bachelor s degree required
  • Certifications in relevant platforms or tools

What We Offer

  • Shape the Platform: Help build a core technology infrastructure from the ground up with your fingerprints on every system decision
  • Transformation: Drive adoption, integration, and outcomes across multiple independent advisory businesses
  • Accelerated Growth Path: Own high-visibility systems and integrations work across the companies platform, with mentorship and exposure to senior leaders
  • Fast-Track Environment: Be part of a lean, high-impact team
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

About Chitech Resources, Inc.