Shape the future of digital innovation across Advisor, Client, and Head Office experiences by leading portfolio planning, financial governance, and AI adoption
Job Summary
Shape the future of digital innovation across Advisor, Client, and Head Office experiences by leading portfolio planning, financial governance, and AI adoption.
Collaborate with senior executives, lead cross-functional teams, and oversee vendor partnerships to align digital initiatives with business ambitions and ensure seamless product launches.
This is a high-impact opportunity to transform wealth management through technology, foster talent development, and deliver measurable commercial outcomes in a dynamic, collaborative environment.
Matching Summary
Shape the future of digital innovation across Advisor, Client, and Head Office experiences by leading portfolio planning, financial governance, and AI adoption.
Salary
Base: $135,000.00 - $185,000.00; Bonus/Equity: Potential for discretionary variable compensation; Benefits: Comprehensive Total Rewards Program including flexible benefits
Skills & Requirements
Must-have
Digital strategy execution
Portfolio and financial governance
AI integration
Vendor relationship management
Cross-functional team leadership
Product launch guidance
Nice-to-have
Progressive thinking
Collaborative environment
Talent development focus
Measurable commercial outcomes
Innovation mindset
Key Requirements
10-15 years of experience
University Degree in business, finance or economics