Vice President, Wealth Management Technology

Chartwell Investment Partners

St Petersburg, FL, US
Base salary components included; + compensation ma...
Hybrid (2-3 in-office days per week, averaging 10-12 days per month)
15+ years technology experience in financial services
Senior leadership roles in wealth management platforms
Enterprise application architecture and large-scale delivery
Chartwell Investment Partners is seeking a Vice President of Wealth Management Technology to lead the strategy and delivery of technology platforms for financial advisors and related stakeholders. The ideal candidate will have extensive experience in technology leadership within financial services, focusing on modernization and scalability of wealth management platforms

Job Summary

  • This senior technology leader is responsible for defining the long-term strategy and architecture for Wealth Management platforms supporting Financial Advisors.
  • The role requires driving platform modernization initiatives including cloud adoption, API enablement, and embedding AI-enabled SDLC practices to improve delivery velocity.
  • Candidates must have over 15 years of technology experience in financial services with a proven track record of delivering large-scale application development and modernization initiatives.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Vice President of Wealth Management Technology to lead the strategy and delivery of technology platforms for financial advisors and related stakeholders. The ideal candidate will have extensive experience in technology leadership within financial services, focusing on modernization and scalability of wealth management platforms.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • 15+ years technology experience in financial services
  • Senior leadership roles in wealth management platforms
  • Enterprise application architecture and large-scale delivery
  • Advisor-facing or client-facing platform experience
  • Cloud adoption and service-based architectures
  • AI-enabled SDLC practices and automation

Nice-to-have

  • Organic progression from hands-on development to leadership
  • Strong ownership mindset and continuous improvement orientation
  • Experience with regulatory compliance in wealth management
  • Ability to influence senior stakeholders effectively

Key Requirements

  • Bachelor's degree in Computer Science, Data Science, or Information Technology
  • More than 15 years of general technology experience
  • 10 to 15 years of manager-level experience
  • Not eligible for Work Visa sponsorship

Work Rights

Must be eligible to work in the US without visa sponsorship

Tailored Resume

Cover Letter