Head of Advisor & Branch Workspace Technology - Director

Director Technology

This Director position seeks a visionary and experienced technology leader to define and execute the strategic direction for the Advisors, Branch and broader front office desktop needs within retail banking & wealth management. The role involves leading a global team to deliver, enhance, and manage technology platforms that support client-facing teams, drive business growth, and improve operational efficiency.

Key Responsibilities:

• Strategic Leadership & Vision: Develop and own the multi-year technology strategy for Workstation, including CRM and practice management, aligning with business goals, championing innovation, and driving platform adoption.
• Platform Ownership & Delivery: Oversee the entire SDLC for associated applications, ensuring stability, scalability, and security.
• Stakeholder Partnership: Act as the primary technology partner to senior business leaders, translating objectives into a scalable technology roadmap and delivering measurable value.
• Team Management & Development: Lead, mentor, and grow a global team of product managers, software engineers, and business analysts, fostering excellence and collaboration.
• Data & Analytics Strategy: Ensure the platform serves as a central source of truth for client data, driving advanced analytics, reporting dashboards, and AI-driven insights.
• System Integration: Architect and manage seamless integration with other enterprise systems (e.g., marketing automation, data warehouses, core banking platforms).
• Vendor & Financial Management: Manage relationships with key technology vendors (e.g., Salesforce) and oversee the budget, forecasting, and financial planning for the technology portfolio.
• Governance & Compliance: Ensure all solutions adhere to strict enterprise-wide standards for data privacy, information security, and regulatory compliance.

Qualifications:

• Experience:
  • 15 years in a senior technology leadership role.
  • 5 years hands-on experience with enterprise-scale front office & CRM platforms (e.g., Salesforce, Microsoft Dynamics).
  • Proven track record leading large, globally distributed technology teams.
  • Significant experience within the financial services industry (Investment Banking, Wealth Management, Corporate Banking).
• Skills:
  • Expert-level knowledge of front office architecture, data models, and best practices.
  • Ability to partner with and influence senior business executives.
  • Exceptional leadership, communication, and interpersonal skills.
  • Strong strategic thinking and problem-solving abilities.
  • Proficiency in Agile and DevOps methodologies.
  • Strong financial acumen and experience managing significant budgets.
• Education: Bachelor's degree in computer science, Information Technology, Engineering, or a related field.

Preferred Qualifications:

• Master's degree or MBA.
• Salesforce certifications (e.g., Salesforce Certified Technical Architect, Application Architect).
• Experience leading large-scale digital transformation projects in complex, regulated environments.
• Knowledge of AI/ML applications within a CRM context (e.g., predictive analytics, lead scoring).