Technology Strategist


On Site
Full Time


Stakeholder management
Strategic Change
Strategy Adoptio
Consulting Leadership
Organizational Strategy
Research and Thought Leadership

Job Details

Technology Strategist Role

Organizational Summary:

Pershing/IM/WM Engineering is an integral part of the larger Engineering providing global technology solutions to leading institutions across wealth, advisory and asset management segments.


Serve as a technology strategist within the Office of the CIO / COO for a wide array of initiatives which contributes to the achievement of department/ team objectives, results, and outcomes. Take the lead for defining, implementing, and driving adoption of transformational strategy, operating models and processes which will elevate our strategy.


Strategic Change partner with senior leaders to define the strategy, business initiatives, and organizational changes required.
Strategy Adoption work with clients / business, peers, and leadership to understand issues associated with current state and adoption of the new tool
Stakeholder Management take ownership of key stakeholder relationships (including cross-functional)
Consulting Leadership act in a lead capacity with business/technology partners to guide them on the journey
Organizational Strategy partner with senior executives to understand organizational perspectives and recommend best-fit methodologies
Story Telling create and deliver compelling narratives
Research and Thought Leadership leverage industry best practices and future thinking methodologies to drive change
Data & Analytics leverage data to drive all decisions and help transform the organization


  • Bachelor's or master's degree in business or a related discipline, or equivalent work experience
  • Technology consulting experience with big financial firms, preferably with wealth and asset management background for 7 to 8 years
  • Ability to take ambiguous topics and translate into actionable plans working with multiple business and technical stakeholders.
  • Very strong analytical skills, as well as advanced Excel and PowerPoint skills
  • Strong writing skills with demonstrable experience in writing
  • Strong team player with outstanding communication, organization, and collaboration skills
  • Comfort with quickly changing priorities, in a fast-paced development environment.
  • Experience in stakeholder management with the ability to consult and influence decisions
  • Experience in research and the use of data and data visualizations to tell compelling stories
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