Technology Director - Wealth Management Firm

Wealth Management Technology Director

Job Description:

Wealth Management Technology Director to oversee the technology strategy and execution for a Bulge Bracket wealth firm, ensuring that technology aligns with business goals and supports client needs. This role involves leading teams to develop, implement, and maintain technology solutions, managing budgets, and staying abreast of industry trends. They also play a crucial role in ensuring the security, compliance, and efficiency of financial systems.

Key Responsibilities:

- Strategic Planning: Developing and executing technology strategies that support the firm's overall business goals and growth.

- Team Leadership: Managing and mentoring technology teams, fostering a collaborative environment, and ensuring the delivery of high-quality solutions.

- Project Management: Overseeing the execution of technology projects, ensuring they are completed on time, within budget, and meet specified requirements.

- Technology Implementation: Leading the implementation and maintenance of new technologies, including software, systems, and platforms.

- System Security and Compliance: Ensuring the security and compliance of financial systems with relevant regulations and industry standards.

- Vendor Management: Managing relationships with technology vendors, negotiating contracts, and ensuring cost-effective and high-quality service delivery.

- Budget Management: Managing technology budgets, ensuring efficient allocation of resources, and tracking financial performance.

- Innovation and Trends: Staying informed about the latest trends in wealth management technology and identifying opportunities for innovation.

Skills and Qualifications:

- 20+ years in Software IT Delivery + Technology Leadership within Wealth Management / Investment Technology GCC in India or Overseas.

Technical Expertise:

- Strong understanding of wealth management technology, including portfolio management systems, trading platforms, and client relationship management (CRM) systems.

Leadership and Management:

- Proven ability to lead and motivate teams, manage projects, and drive results.

Communication and Collaboration:

- Excellent communication and interpersonal skills, with the ability to collaborate effectively with business stakeholders and technology teams.

Problem-Solving:

- Strong analytical and problem-solving skills, with the ability to identify and resolve complex technical issues.

Financial Acumen:

- Understanding of financial principles and regulations relevant to wealth management.

Industry Knowledge:

- Familiarity with the wealth management industry, its trends, and its regulatory environment.

In essence, the Wealth Management Technology Director is a key leader in driving the technology strategy and execution within a wealth management firm, ensuring that technology effectively supports the business and its clients.