SUMMARY:
We are seeking a dynamic, hands-on, strategic and highly collaborative Vice President, Strategic initiatives to lead cross-functional initiatives that drive technological innovation and operational excellence across the firm. This role will serve as a bridge between software engineering, infrastructure, marketing, financial services and leadership team, with a strong focus on delivering value through solutions that scale.
You'll be the architect and implementor of transformative projects - from AI-driven automations to system integrations supporting client acquisition and experience. This is a roll-up-your-sleeves role for a technically proficient leader with exceptional project vision, execution discipline, and an explorative mindset.
This is an full time Exempt position in one of our offices or working remote.
Key Responsibilities
- Project Leadership & Execution
- Lead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A needs.
- Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools.
- Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution
- Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation.
- Work closely with the financial services group and Analytics team.
- Technical Innovation & Hands-On Development
- Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low-code platforms) including automation.
- Work hands-on when necessary - writing proof-of-concept code, creating technical documentation, or leading architecture design.
- Stay current on AI trends and capabilities enough to confidently assess what's possible, what's hype, and how to frame solutions that are both ambitious and achievable.
- Platform Strategy & Integration
- Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization.
- Have a strong focus of efficiency, scalability, security and adherence to compliance standards.
- Partner with Marketing, Service, advisors and Client Experience teams to co-implement technology-backed growth strategies.
- Support the infrastructure team to select and deploy internal and client-facing tools that is scalable, secure, and efficient.
- Leverage third party service providers and offshore vendors for expertise.
- Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency.
Essential Skills & Qualifications
Technical & Functional
- Strong experience in software engineering and architecture (e.g., full-stack development, APIs, system integrations), project management and business analysis.
- Salesforce FSC (Financial Services Cloud) preferred.
- HubSpot, Regal.io or other dialers, Tamarac or other Portfolio accounting systems
- Data transformation/migration tools, Synapse or Microsoft Fabric data systems
- AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks)
- Workflow automation (Zapier, Mulesoft, custom API integrations)
Strategic & Operational
- Proven track record of leading transformative cross-functional projects.
- Experience supporting technology needs during mergers and acquisitions, especially data conversion and onboarding.
- Deep understanding of RIA or financial services business is mandatory.
Leadership & Collaboration
- Highly communicative and capable of translating complex technology into business value.
- Leadership experience in matrixed environments - able to influence without direct authority.
- Curiosity-driven and comfortable navigating ambiguity.
Preferred Background
- Minimum bachelor's in Computer Science, Engineering, or related field.
- 10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role
- 5+ years experience in a similar role implementing transformative technical advancements.