Wealth Management Technology Strategist
2 days ago
Intellibus is a cutting-edge technology firm dedicated to delivering innovative solutions for the wealth management industry. Our team specializes in addressing unique challenges faced by prestigious financial institutions, with a focus on portfolio optimization, seamless platform integration, and scalability.
About the RoleWe are seeking an experienced CTO to lead our Wealth Management Technology Team. As a strategic leader, you will be responsible for defining and executing our technology strategy, aligning with client needs and industry trends. Your expertise in digital transformation initiatives, modernizing legacy platforms, and building high-performing engineering teams will drive innovation and collaboration within the organization.
Key Responsibilities- Develop and execute a comprehensive technology strategy for wealth management solutions, ensuring alignment with client needs and industry trends.
- Lead digital transformation initiatives, modernizing legacy platforms using event-driven architectures and integrating modern technologies like REST APIs, Kafka, and Snowflake.
- Build and lead high-performing engineering teams, fostering innovation and collaboration.
- Design and oversee the implementation of wealth management platforms, including portfolio management, financial planning, and client engagement tools.
- Leverage emerging technologies such as AI, blockchain, and data analytics to drive innovation in client offerings.
- Present technical roadmaps and project updates to senior executives and stakeholders.
- Build and maintain strong relationships with clients, partners, and vendors to achieve business objectives.
- Develop and standardize methodologies for platform assessments, automation, and technical quality control.
- Ensure compliance with industry regulations and best practices for security and data governance.
- Implement FinOps strategies to optimize technology costs and efficiency.
- Educational Background: Bachelor's or Master's degree in Computer Science, Engineering, or a related field (Master's preferred).
- Leadership Experience: 10+ years of progressive leadership in technology roles within the wealth management, fintech, or financial services industry.
- Technical Expertise:
- Advanced experience with CI/CD pipelines, cloud platforms (AWS, Azure, GCP), and automation tools (e.g., Terraform, Ansible).
- Strong knowledge of programming languages such as Java and Python.
- Expertise in REST-based microservices, Kafka for real-time data streaming, and Snowflake & relational databases.
- Certifications: Relevant certifications (e.g., AWS Certified DevOps Engineer, CISSP) are highly valued.
- Innovation Skills: Proven ability to explore and implement new technologies such as AI, machine learning, blockchain, and data analytics.
- Startup Experience: Previous experience in high-growth or startup environments with adaptability to scaling demands.
The estimated salary range for this role is $250,000 - $350,000 per annum, depending on location and experience. Intellibus offers a competitive benefits package, including health insurance, retirement plans, and professional development opportunities.
Our Process- Schedule a 15-minute video call with someone from our team.
- Complete 4 proctored GQ tests (under 2 hours).
- Participate in a 30-45 minute final video interview.
- Receive job offer.
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