Vice President, Strategic Initiatives

Summary

We are seeking a dynamic, hands‑on, strategic and highly collaborative Vice President, Strategic Initiatives to lead cross‑functional initiatives that drive technological innovation and operational excellence across the firm. This role will serve as a bridge between software engineering, infrastructure, marketing, financial services and the leadership team, with a strong focus on delivering value through solutions that scale.

You’ll be the architect and implementor of transformative projects — from AI‑driven automations to system integrations supporting client acquisition and experience. This is a roll‑up‑your‑sleeves role for a technically proficient leader with exceptional project vision, execution discipline, and an explorative mindset.

This is a full‑time exempt position with a salary range of $150‑$180K annual salary. This position will be in our Folsom, CA, Addison, TX, Cincinnati, OH office or working remote.

Key Responsibilities

• Project Leadership & Execution
  • Lead high‑impact, cross‑disciplinary special projects across engineering, marketing tech, operations, and M&A needs.
  • Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools.
  • Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution.
  • Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation.
  • Work closely with the financial services group and Analytics team.
• Technical Innovation & Hands‑On Development
  • Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low‑code platforms) including automation.
  • Work hands‑on when necessary — writing proof‑of‑concept code, creating technical documentation, or leading architecture design.
  • Stay current on AI trends and capabilities enough to confidently assess what’s possible, what’s hype, and how to frame solutions that are both ambitious and achievable.
• Platform Strategy & Integration
  • Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization.
  • Have a strong focus on efficiency, scalability, security and adherence to compliance standards.
  • Partner with Marketing, Service, advisors and Client Experience teams to co‑implement technology‑backed growth strategies.
• Infrastructure & Scaling
  • Support the infrastructure team to select and deploy internal and client‑facing tools that are scalable, secure, and efficient.
  • Leverage third‑party service providers and offshore vendors for expertise.
  • Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency.

Essential Skills & Qualifications

Technical & Functional

• Strong experience in software engineering and architecture (e.g., full‑stack development, APIs, system integrations), project management and business analysis.
• Expertise in:
  • Salesforce FSC (Financial Services Cloud) preferred.
  • HubSpot, Regal.io or other dialers, Tamarac or other Portfolio accounting systems.
  • Data transformation/migration tools, Synapse or Microsoft Fabric data systems.
  • AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks).
  • Workflow automation (Zapier, Mulesoft, custom API integrations).

Strategic & Operational

• Proven track record of leading transformative cross‑functional projects.
• Experience supporting technology needs during mergers and acquisitions, especially data conversion and onboarding.
• Deep understanding of RIA or financial services business is mandatory.

Leadership & Collaboration

• Highly communicative and capable of translating complex technology into business value.
• Leadership experience in matrixed environments — able to influence without direct authority.
• Curiosity‑driven and comfortable navigating ambiguity.

Preferred Background

• Minimum bachelor’s in Computer Science, Engineering, or related field.
• 10+ years of experience in software or systems engineering with a minimum of 3 years in a high‑growth RIA in a senior role.
• 5+ years experience in a similar role implementing transformative technical advancements.

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Optional supplemental benefits.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401(k) contributions.
• Exempt associates qualify for our flexible paid time off policy.
• Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment.
• 11 Paid Holidays.
• Option to participate in our Equity Purchase Program (Contract, intern, and part‑time employees are not eligible).
• Future growth opportunities within the company.

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package.

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full‑time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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