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Job description
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Key Responsibilities:
Strategy, Architecture & Roadmap
Define and drive the long‑term technology strategy and target architecture for Wealth Management platform
Own and evolve the application roadmap, prioritizing initiatives that modernize legacy systems and improve advisor experience
Ensure platforms are scalable, configurable, and aligned with enterprise technology standards
Product & Business Enablement
Translate business and product strategy into clear, executable technology outcomes
Partner with Product leadership to move initiatives from pilot or beta into firm‑wide adoption
Champion an advisor‑centric, end‑to‑end user experience mindset.
Delivery, Platform Modernization & Engineering
Own end‑to‑end accountability for delivery, production stability, and platform reliability.
Provide senior leadership and governance across a portfolio of concurrent initiatives with recurring release cycles.
Drive predictable delivery through clear ownership, milestones, early risk identification, and dependency management
Lead platform modernization initiatives including cloud adoption, service‑based architectures, API enablement, and UI modernization
Establish and enforce engineering standards to improve scalability, reliability, and maintainability
Balance delivery speed with quality by embedding automation and AI‑enabled SDLC practices, including development and testing techniques that improve delivery velocity, code quality, and team productivity.
Stakeholder & Vendor Management
Serve as a technology advisor to senior leaders, connecting technology initiatives to measurable business outcomes
Partner with Architecture, Data, Security, and Infrastructure teams to proactively remove delivery friction
Evaluate and manage third‑party vendors and platforms
Provide concise, executive‑level updates that drive alignment and informed decision‑making
People Leadership
Lead and develop a multi‑layered organization of technology leaders and delivery teams
Coach leaders to scale impact through effective execution, collaboration, and stakeholder engagement.
15+ years of technology experience in financial services, including senior leadership roles
Proven experience delivering large‑scale application development and modernization initiatives
Experience supporting advisor‑facing or client‑facing platforms in Wealth Management or related domains
Skills & Competencies
Enterprise application architecture and large‑scale delivery leadership
Strong understanding of Wealth Management domain
Experience driving engineering standards, automation, CI/CD, and AI‑enabled SDLC practices
Proven ability to influence senior stakeholders with clear, outcome‑focused communication
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Worksite address
saint petersburg, FL, 33739, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.