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Vice President Wealthtech Jobs (NOW HIRING)

NY · On-site

$190K - $230K/yr

Own and define the product vision and roadmap for key WealthTech platform capabilities. * Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption ...

Excellent written and verbal communication; comfortable presenting to VP and C-suite audiences ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Excellent written and verbal communication; comfortable presenting to VP and C-suite audiences ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

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Vice President Wealthtech information

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$43.5K

$157.5K

$277.5K

How much do vice president wealthtech jobs pay per year?

As of Aug 8, 2026, the average yearly pay for vice president wealthtech in the United States is $157,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $190,000.00 per year, depending on experience, location, and employer.

What is the difference between Vice President Wealthtech vs Wealth Management Advisor?

AspectVice President WealthtechWealth Management Advisor
CredentialsRelevant finance, technology certifications, advanced degreesFinancial planning, CFP or similar certifications
Work EnvironmentCorporate, technology-driven, strategic rolesClient-facing, personalized financial advice
Employer & IndustryFinancial technology firms, banks, investment firmsWealth management firms, banks, independent advisory firms

The Vice President Wealthtech typically focuses on strategic development, product innovation, and technology integration within financial firms, often working behind the scenes. In contrast, a Wealth Management Advisor directly interacts with clients to provide personalized financial planning and investment advice. While both roles require financial knowledge, the VP Wealthtech emphasizes technology and strategy, whereas the Advisor centers on client relationships and financial guidance.

What are the key skills and qualifications needed to thrive as a vice president Wealthtech?

To thrive as a Vice President Wealthtech, you need deep expertise in financial services, technology integration, and leadership, typically supported by an advanced degree in finance, business, or computer science. Familiarity with wealth management platforms, data analytics tools, and regulatory compliance systems is crucial, along with certifications such as CFA or PMP being advantageous. Exceptional strategic thinking, stakeholder management, and communication skills set top performers apart in this executive role. These skills are vital to drive innovation, ensure regulatory compliance, and lead high-performing teams in a rapidly evolving fintech landscape.

What does a vice president Wealthtech do?

A Vice President of Wealthtech oversees the development and implementation of technology solutions for wealth management firms. This role involves leading teams, driving innovation in financial products, and ensuring that technology aligns with business goals. They collaborate with stakeholders to enhance client experiences, improve operational efficiency, and ensure regulatory compliance. Additionally, they stay informed about emerging fintech trends and guide strategic technology investments.

How does a vice president Wealthtech typically collaborate with cross-functional teams to drive innovation?

As a Vice President in Wealthtech, you will regularly work with product managers, engineers, data scientists, and compliance specialists to develop and refine digital wealth management solutions. Collaboration often involves leading strategy sessions, aligning technology roadmaps with business objectives, and ensuring regulatory requirements are met. Building strong relationships across departments is crucial for identifying opportunities, addressing challenges quickly, and delivering client-focused innovations. This cross-functional approach not only accelerates project timelines but also fosters a culture of continuous improvement and shared success.
What cities are hiring for Vice President Wealthtech jobs? Cities with the most Vice President Wealthtech job openings:
What are the most commonly searched types of Wealthtech jobs? The most popular types of Wealthtech jobs are:
What states have the most Vice President Wealthtech jobs? States with the most job openings for Vice President Wealthtech jobs include:

Product Manager, Post-Investments - Vice President (Town of Greenwich)

iCapital

NY • On-site

$190K - $230K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

About The Role

iCapital is seeking a strategic and execution-oriented Product Manager to join our Client Architecture Solutions team. This role requires a deep understanding of the U.S. wealth management industry and how technology enables the scalable distribution of alternative investment products.

You will work in a collaborative, results-driven environment alongside smart, hardworking teammates who are motivated to solve complex, industry-wide challenges. You will partner directly with end users and clients to drive scale and efficiencies across key business processes.

In this role, you will own, lead, and deliver strategic product initiatives, providing oversight across the product development lifecycle. You will define and influence your domain—from identifying unmet needs and defining requirements to writing user stories, developing communication plans, and testing product features.

We embrace agile methodologies and deploy quickly to learn and iterate. The ideal candidate thrives in a fast-paced, entrepreneurial environment and brings a flexible, multidisciplinary approach to problem-solving.

Key Responsibilities
  • Own and define the product vision and roadmap for key WealthTech platform capabilities.
  • Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption across advisor desktops.
  • Partner with executive stakeholders (internal and external) to align on product direction, priorities, and strategic initiatives.
  • Drive platform usage and adoption by delivering solutions that meet user needs and enhance platform stickiness.
  • Lead the end-to-end product lifecycle from ideation to launch, including requirements definition, user stories, acceptance criteria, QA, and iteration.
  • Ensure flawless execution of product releases by proactively managing risks, dependencies, and cross-functional coordination.
  • Investigate production issues and drive both tactical and strategic resolutions to minimize user impact.
  • Partner closely with UX, Engineering, Sales, Marketing, Legal, Compliance, and Operations to ensure alignment and transparency across initiatives.
  • Mentor and guide junior product managers, fostering a culture of excellence, accountability, and continuous learning.
Qualifications
  • 8 - 12+ years of product management experience, with significant exposure to WealthTech, fintech, alternative investments, or wealth management platforms.
  • Deep understanding of the U.S. wealth management ecosystem and advisor technology landscape.
  • Strong experience working with large datasets; SQL proficiency and a data-driven decision-making approach are required.
  • Demonstrated success managing complex, cross-functional initiatives in fast-paced growth environments.
  • Experience engaging directly with external clients and executive stakeholders to define requirements and deliver strategic implementations.
  • Expertise in writing detailed product requirements, user stories, and acceptance criteria for engineering teams.
  • Experience operating within agile development methodologies, with a bias toward rapid deployment, learning, and iteration.
  • Exceptional analytical, problem-solving, and prioritization skills.
  • Excellent communication skills and executive presence, with the ability to influence senior leadership and build consensus.
  • Entrepreneurial mindset with a strong sense of ownership and accountability.
Benefits

The base salary range for this role is $190,000 to $230,000 depending on experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us. Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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