Head of Engineering - Trust and Wealth Tech (Atlanta, GA OR Nashville, TN onsite)

Head of Engineering - Trust and Wealth Tech (Atlanta, GA OR Nashville, TN onsite)

#27079

Multiple Locations

Full-time/Part-time

Full-time

Shift

First

Location

Birmingham , Alabama , United States

Atlanta , Georgia , United States

Tampa , Florida , United States

Charlotte , North Carolina , United States

Birmingham , Alabama , United States Atlanta , Georgia , United States Tampa , Florida , United States Nashville , Tennessee , United States Charlotte , North Carolina , United States

Job Description

Job Summary: ( This role must be Atlanta, GA or Nashville, TN based on-site )

Direct the development, implementation, and maintenance of Trust and Wealth business application systems to support the business units operational objectives. Responsible for planning, directing, and coordinating activities pertaining to technology and business unit projects, on an enterprise level. Ensure that project goals are accomplished and in line with business objectives. Provides management oversight and direction for two or more inter-related functional areas of IT (e.g. applications, infrastructure, governance and compliance) for a wide range of activities. Actively participates with the top IT Executives to establish, plan, and administer the overall policies and goals for the information technology department. Analyzes the needs of different business units and determines ways to meet business objectives by modifying existing or developing an IT strategy and the related activities needed to execute. Directs the planning and coordinating of activities pertaining to technology and business unit projects on an enterprise level. Ensure the overall alignment of the IT activities to the business needs and advises the business on their overall goals.

• Partner with the CIO organization, Product Leaders, Business Unit leaders, external partners and suppliers to leverage technology to enhance business operations.
• Participate in the formulation of the firm's business system architecture plans, assessing cost and feasibility of system request; ensure plans support both strategic and near-term needs.
• Implement business system plans; direct the development, release, and maintenance of firm business application and process control systems.
• Collaborate with clients, business partners, industry consultants, and senior firm management to define service levels.
• Own the technology roadmap for Trust and Wealth platforms, covering trust accounting, portfolio management, client reporting, and integrations with custodians, CRM, and the general ledger, with fiduciary, regulatory, and audit requirements built into delivery.
• Lead core Trust platform modernization and vendor management, including upgrades, data migrations, and API and cloud integrations, while protecting data integrity and operational resiliency for trust and wealth operations.
• Lead strategic decisions regarding the assigned IT function. Lead teams that implement and manage those initiatives within assigned area with complete autonomy and accountability for results.
• Stay abreast of industry, regulatory and firm changes or trends as it relates to financial services, information management, information security, technological standards and trends, and IT efficiencies; proactively assess the present and future impact to the enterprise and supported business units is conducted; work with key stakeholders to develop and execute a business contingency plan that provides for prompt, efficient and seamless responses, to include strong communication and action plans that assures the firm remains in compliance. Keep the assigned executives informed.
• Defines and communicates application architecture.
• As a leader within IT with responsibilities over the assigned IT Business Support function, the ability to inspire commitment across the unit is critical; this includes but is not limited to: developing and communicating logical, convincing justifications, including lessons learned, that build commitment and support for one's perspectives and initiatives; building diverse, high-performing teams that accomplish organizational change, goals, and priorities; ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways; serve as an advocate for proactive planning and continuous improvement; set and communicates clear and aligned goals, monitors progress, and accepts accountability; ensure leadership with the organization do the same.
• Promote ethics and compliance; build and sustain an environment where adherence to and reinforcement of the highest standards of integrity and ethics are the norm. Identify opportunities and take action to enhance compliance within own organization. Ensure enterprise leaders receive the communication and instruction needed to act in accordance with policies and procedures. Promote reputation and social responsibility; seek out and maintain external relationships and alliances, strengthening the organization's impact on and reputation in the community.
• Oversee the functional activities of the assigned IT functions. Create teams for facilitating effective communication of available skills, information, and knowledge throughout the enterprise. Analyze enterprise program requirements and anticipate staffing resources needed to meet objectives. Provide leadership, direction and growth opportunities to members of the department, performing those responsibilities in accordance with the Firm's policies and applicable laws. Responsible for interviewing, hiring, planning, assigning or directing work, appraising performance, disciplining team members and resolving problems. Work with the Human Resources Department to resolve more complex team member-related issues. Develop and acquire talent.
• If the incumbent has been identified as a Risk liaison by Pinnacle Risk, incumbent will be Risk Liaison between the business unit (BU) leader(s) and the functional risk areas, responsible for communicating and promoting the understanding of risk management and compliance requirements within the BU, informing the business line executive of material changes in risk or control breakdown deficiencies, and communicating self-testing results, breach of KRI's and loss/near miss incidents to the appropriate risk function in a timely manner. Participates in BU risk assessment activities and verifies that ongoing risk triggers and policy exceptions are tracked and reported appropriately. Monitors the business unit's resolution of internal and external issues and exam findings.
• Performs other related duties as required.

Job Summary: ( This role must be Atlanta, GA or Nashville, TN based on-site )

Direct the development, implementation, and maintenance of Trust and Wealth business application systems to support the business units operational objectives. Responsible for planning, directing, and coordinating activities pertaining to technology and business unit projects, on an enterprise level. Ensure that project goals are accomplished and in line with business objectives. Provides management oversight and direction for two or more inter-related functional areas of IT (e.g. applications, infrastructure, governance and compliance) for a wide range of activities. Actively participates with the top IT Executives to establish, plan, and administer the overall policies and goals for the information technology department. Analyzes the needs of different business units and determines ways to meet business objectives by modifying existing or developing an IT strategy and the related activities needed to execute. Directs the planning and coordinating of activities pertaining to technology and business unit projects on an enterprise level. Ensure the overall alignment of the IT activities to the business needs and advises the business on their overall goals.

• Partner with the CIO organization, Product Leaders, Business Unit leaders, external partners and suppliers to leverage technology to enhance business operations.
• Participate in the formulation of the firm's business system architecture plans, assessing cost and feasibility of system request; ensure plans support both strategic and near-term needs.
• Implement business system plans; direct the development, release, and maintenance of firm business application and process control systems.
• Collaborate with clients, business partners, industry consultants, and senior firm management to define service levels.
• Own the technology roadmap for Trust and Wealth platforms, covering trust accounting, portfolio management, client reporting, and integrations with custodians, CRM, and the general ledger, with fiduciary, regulatory, and audit requirements built into delivery.
• Lead core Trust platform modernization and vendor management, including upgrades, data migrations, and API and cloud integrations, while protecting data integrity and operational resiliency for trust and wealth operations.
• Lead strategic decisions regarding the assigned IT function. Lead teams that implement and manage those initiatives within assigned area with complete autonomy and accountability for results.
• Stay abreast of industry, regulatory and firm changes or trends as it relates to financial services, information management, information security, technological standards and trends, and IT efficiencies; proactively assess the present and future impact to the enterprise and supported business units is conducted; work with key stakeholders to develop and execute a business contingency plan that provides for prompt, efficient and seamless responses, to include strong communication and action plans that assures the firm remains in compliance. Keep the assigned executives informed.
• Defines and communicates application architecture.
• As a leader within IT with responsibilities over the assigned IT Business Support function, the ability to inspire commitment across the unit is critical; this includes but is not limited to: developing and communicating logical, convincing justifications, including lessons learned, that build commitment and support for one's perspectives and initiatives; building diverse, high-performing teams that accomplish organizational change, goals, and priorities; ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways; serve as an advocate for proactive planning and continuous improvement; set and communicates clear and aligned goals, monitors progress, and accepts accountability; ensure leadership with the organization do the same.
• Promote ethics and compliance; build and sustain an environment where adherence to and reinforcement of the highest standards of integrity and ethics are the norm. Identify opportunities and take action to enhance compliance within own organization. Ensure enterprise leaders receive the communication and instruction needed to act in accordance with policies and procedures. Promote reputation and social responsibility; seek out and maintain external relationships and alliances, strengthening the organization's impact on and reputation in the community.
• Oversee the functional activities of the assigned IT functions. Create teams for facilitating effective communication of available skills, information, and knowledge throughout the enterprise. Analyze enterprise program requirements and anticipate staffing resources needed to meet objectives. Provide leadership, direction and growth opportunities to members of the department, performing those responsibilities in accordance with the Firm's policies and applicable laws. Responsible for interviewing, hiring, planning, assigning or directing work, appraising performance, disciplining team members and resolving problems. Work with the Human Resources Department to resolve more complex team member-related issues. Develop and acquire talent.
• If the incumbent has been identified as a Risk liaison by Pinnacle Risk, incumbent will be Risk Liaison between the business unit (BU) leader(s) and the functional risk areas, responsible for communicating and promoting the understanding of risk management and compliance requirements within the BU, informing the business line executive of material changes in risk or control breakdown deficiencies, and communicating self-testing results, breach of KRI's and loss/near miss incidents to the appropriate risk function in a timely manner. Participates in BU risk assessment activities and verifies that ongoing risk triggers and policy exceptions are tracked and reported appropriately. Monitors the business unit's resolution of internal and external issues and exam findings.
• Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: Bachelor's Degree in Computer Science, Information Systems, Business Administration or related field. Master's Degree is preferred.

Minimum Experience: Fifteen (15) years of IT and business/industry work experience to include the development, implementation, and maintenance of integrated Database Management Systems and Applications across multiple hardware and software platforms. Five (5) years of experience in managing multiple, medium to large cross-functional teams or projects.

Required Knowledge, Skills & Abilities:

• Must have experience in the Trust domain and related Technologies, with hands-on leadership experience in implementing/supporting at least one Trust platforms (e.g. TrustDesk, AddVantage, SEI or F&G).
• Working knowledge of trust operations such as account administration, fee billing, tax reporting, and custody integrations, and of how these connect to CRM and financial planning tools.

Additional Information

Must reside in and/or be prepared to relocate to Atlanta, GA or Nashville, TN to be considered for this position.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities: All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at View email address on click.appcast.io .

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank