Job Description
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry’s future.
Currently, we’re seeking an Principal /Tech Lead with a strong background in wealth management technology to join our Corporate Risk and Operations team. This is a remote opportunity near our offices in El Segundo, CA; San Diego, CA; Denver, Colorado; or Schaumburg, IL.
What You Will Do
The ideal candidate will possess extensive wealth management technology experience and will excel in designing technical architecture solutions that encompass both in-house and third-party products. This includes integration and authentication across systems, addressing complex, large-scale business challenges to deliver secure, scalable, and high-performance solutions that fully leverage the capabilities of the technologies involved. Additionally, the successful candidate will lead the team and serve as the primary point of contact for the portfolio during M&A integration.
- Articulate design considerations, trade-offs, benefits, and recommendations for technical architecture.
- Lead the team and be the single point of contact for the portfolio during M&A integration.
- Understand end to end processes and develop solutions based on this understanding.
- Excel as a leader in wealth management technologies, particularly those dedicated to supporting back-office functions.
- Lead in the data and system analysis develop data mapping and implementation of integration technologies.
- Has a deep understanding of wealth management business process and system/technical landscape in this industry.
- Recommend best practice solutions and designs based on client business needs.
- Is instrumental in leading the roadmap integration especially during M&A can facilitate strategy for definition, documentation of data flows and mappings.
- Collaborate with Functional team to determine how best to implement solution.
- Escalation Point for technical issues. Solution components that are outside of the immediate team.
- Integration (including a technology/not just) and data Migration End to End Technical Solutions Play TA role on projects: typically, on more than 1 project at a time.
What You Need To Have
- Must have a bachelor’s degree or equivalent (minimum 10 years work experience).
- At least 7-10 years of expertise in wealth management technology.
- A minimum of 5 years of experience in technology implementation for full lifecycle enterprise software projects.
What Is Nice To Have
- Familiarity with Agile and Scrum standards and methodologies
- 5 plus years of Solution Architecture experience in the wealth management industry.
- Significant data technology experience with deep, hands-on experience on data tools
- Very strong work ethic with a customer service focus
- 5 years of consulting experience preferred.
- Able to present to executive level audience.
- Ability to quickly adapt to change and approach problems with a flexible mind-set.
- Demonstrated ability to build, manage and foster a team-oriented environment.
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