Director Of Wealth Management Technology

Plante & Moran, PLLC

Colorado, United States
Base: $173,000 - $275,000.00; bonus: discretionary...
Hybrid
15+ years technology domain experience
5+ years leadership in innovation strategy
Wealth management industry domain expertise
This role serves as a strategic interface between IT and the Wealth Management practice to drive innovation and leverage technology at competitive scale

Job Summary

  • This role serves as a strategic interface between IT and the Wealth Management practice to drive innovation and leverage technology at competitive scale.
  • The position requires leading the design and evolution of dedicated product management and solution delivery teams while managing annual IT investment plans.
  • Plante Moran offers a robust benefits package including health insurance, flexible time off, a 401(k) plan, and a discretionary bonus plan.

Matching Summary

This role serves as a strategic interface between IT and the Wealth Management practice to drive innovation and leverage technology at competitive scale.

Salary

Base: $173,000 - $275,000.00; Bonus: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), Flexible Time Off

Skills & Requirements

Must-have

  • 15+ years technology domain experience
  • 5+ years leadership in innovation strategy
  • Wealth Management industry domain expertise
  • Product Management Operating Model experience
  • Agile delivery constructs experience
  • Financial leadership of IT investment plans

Nice-to-have

  • Consulting and internal IT blend experience
  • Prior CIO or senior IT leader background
  • Strong interpersonal relationship building
  • Executive level presentation skills
  • World-class culture fit

Key Requirements

  • Bachelor's degree required; advanced degree preferred
  • 15+ years experience in technology domain roles
  • 5+ years of leadership experience
  • Legal authorization to work in the United States without sponsorship
  • Bilingual Japanese/English or Chinese/English exception for sponsorship

Work Rights

Must be legally authorized to work in the United States without sponsorship

Tailored Resume

Cover Letter