Job Title : Vice President-Technology.

Lead Location : Mumbai.

Department : Technology / IT.

Experience Required : 10-15+ years in IT leadership, ideally within BFSI or CRM side.

Job Summary:

We are seeking a leader who led the digital transformation and technology function of our company.

- The ideal candidate will bring strong experience in financial services technology, with a solid understanding ofinvestment platforms, CRM systems, data privacy regulations, and digital client engagement tools.

- This leadership role is critical in aligning technology with our firm's mission to deliver personalized, secure, and scalable wealth management services.

Key Responsibilities:

- Technology Strategy s Leadership.

- Develop and execute the firm's technology roadmap in line with business goals.

- Partner with leadership to drive innovation in client servicing, portfolio management, and operational efficiency.

- Lead the adoption of digitaltools, platforms, and client engagement channels across the organization.

Platforms CRM Management:

- Oversee the selection, implementation, and optimization of Internal CRM platforms and Salesforce or equivalent.

- Ensure seamless integration with portfolio management systems, risk profiling tools, and client portals.

- Enhance client onboarding, reporting, and servicing through technology-enabled workflows.

- Data Management & Security.

- Establish robust data governance policies, ensuring client data privacy, security, and compliance (e., SEBI, RBI, GDPR, etc.

- Manage cybersecurity risk and IT infrastructure to support a secure digital environment.

- Drive the use of data analytics for clientinsights,reporting, and decisionmaking.

- Operational Efficiency - Automate and digitize internal processes such as compliance checks, documentation, and transaction processing.

- Evaluate and implementfinancial planning and investment advisory tools to support advisors and clients.

- Team s Vendor Management - Build and lead a technology team or manage outsourced tech vendors/partners.

- Evaluate and manage relationships with fintech vendors, custodians, and tech platforms.

- Manage IT budgets, procurement, and system maintenance.

Required Qualifications:

- Bachelor's or master's degree in computer science, Information Technology, or related field.

- 10-15+ years oftechnology leadership experience, preferably in financial services, wealth management, orfintech.

- Strong experience with CRM systems, investment platforms, API integrations, and cybersecurity frameworks.

- Deep understanding of regulatory compliance (SEBI, RBI, GDPR, etc) as it relates to technology.

- Proven ability to lead technology strategy, manage digitaltransformation, and deliver scalable solutions.