Wealth Management Technology Strategist

2 weeks ago


Vancouver, Canada Intellibus Full time
Senior Leadership Role

Company Overview

We are a leading technology provider in the wealth management sector, dedicated to delivering innovative solutions for portfolio optimization, seamless platform integration, and scaling capabilities. Our team specializes in addressing the unique challenges faced by prestigious financial institutions.

Job Summary

We are seeking an experienced CTO with a strong background in Wealth Management to lead our technical practice and build a comprehensive technical roadmap. As a senior leader, you will oversee capacity planning, resource allocation, and engagement processes to streamline technical reviews and create value across the organization.

Key Responsibilities

  • Technology Strategy

Define and execute the technology strategy for wealth management solutions, ensuring alignment with client needs and industry trends.

  • Digital Transformation

Lead digital transformation initiatives, modernizing legacy platforms using event-driven architectures and integrating modern technologies like REST APIs, Kafka, and Snowflake.

  • Team Leadership

Build and lead high-performing engineering teams, fostering innovation and collaboration.

  • Platform Development

Design and oversee the implementation of wealth management platforms, including portfolio management, financial planning, and client engagement tools.

  • Emerging Technologies

Leverage emerging technologies such as AI, blockchain, and data analytics to drive innovation in client offerings.

  • Communication

Present technical roadmaps and project updates to senior executives and stakeholders.

  • Relationship Building


  • Vancouver, British Columbia, Canada Aviso Wealth Full time

    Unlock a Rewarding Career at Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're seeking an experienced Portfolio Strategist, Senior to join our team.This role will be responsible for supporting the development and delivery of the sourcing strategy and operating model, as well as...


  • Vancouver, British Columbia, Canada Intellibus Full time

    **Overview of IntellibusIntellibus is a cutting-edge technology firm dedicated to delivering innovative solutions for the wealth management sector. Our team of experts specializes in portfolio optimization, seamless platform integration, and scaling capabilities that empower advisors and clients alike.


  • Vancouver, British Columbia, Canada Vancity Full time

    Company OverviewVancity, a leading financial institution, is seeking an experienced Portfolio Manager and Wealth Strategist to join our team. As a key member of our investment counseling department, you will be responsible for providing expert advice and guidance to high net-worth individuals and organizations.SalaryThe salary range for this role is $120,000...


  • Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Enoch Wealth Inc.The ideal candidate will have a strong educational background and relevant experience in financial analysis, investment research, and market trends.


  • Vancouver, British Columbia, Canada Ventum Financial Corp Full time

    Wealth Preservation Specialist Role OverviewAt Ventum Financial Corp, we seek a skilled Wealth Preservation Strategist to join our team. This role is a crucial part of our client-centric approach, where you will work closely with Investment Advisors to provide comprehensive financial planning advice and retirement projections to clients across Canada.The...


  • Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full time

    As a key member of Enoch Wealth Inc.We are seeking an exceptional Chief Operations Strategist to join our team. This is a permanent position that offers a competitive salary and benefits package.In this role, you will be responsible for allocating resources to implement organizational policies and programs, authorizing the establishment of major departments...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleIn this exciting role as a Digital Content Strategist, you will have the opportunity to develop and implement a comprehensive social media strategy that drives engagement and growth for Nicola Wealth. With a strong background in marketing and communications, you will be responsible for creating and curating high-quality content that resonates...

  • Wealth Advisor

    6 months ago


    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    6 months ago


    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    7 months ago


    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...


  • Vancouver, British Columbia, Canada British Columbia Investment Management Corporation... Full time

    Job SummaryWe are seeking a seasoned Chief Technology Strategist to lead our investment operations technology team. The ideal candidate will have a proven track record of driving large-scale initiatives, defining technology strategies, and overseeing teams to achieve operational excellence.

  • Wealth Advisor

    1 week ago


    Vancouver, Canada Nicola Wealth Full time

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    At ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...


  • Vancouver, British Columbia, Canada Intellibus Full time

    About Intellibus">We are a leading technology team in the wealth management sector, dedicated to delivering innovative solutions for financial institutions. Our mission is to empower advisors and clients with cutting-edge tools and platforms.">Job Title: CTO for Wealth Management">We are seeking an experienced CTO to lead our technical practice, overseeing...


  • Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    At ZLC Wealth Inc., we are seeking a highly skilled Compliance Director to join our team. This role will oversee all aspects of the Compliance Division, ensuring seamless adherence to regulatory requirements and industry best practices.The ideal candidate will have relevant experience in the wealth management industry, with a strong understanding of...


  • Vancouver, British Columbia, Canada Ventum Financial Corp Full time

    Job SummaryWe are seeking a highly skilled Wealth Preservation Strategist to join our team at Ventum Financial Corp. In this role, you will provide comprehensive financial planning advice and retirement projections to clients across Canada.About UsVentum Financial Corp is a leading independent Private Client Services and Capital Markets firm known for our...

  • Compliance Director

    1 week ago


    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...


  • Vancouver, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    ZLC Wealth Inc. is seeking a highly skilled Compliance Operations Director to lead our Wealth Management division. This is a challenging and rewarding opportunity for an experienced professional to join our team.**Job Summary:**The Compliance Operations Director will be responsible for overseeing all aspects of compliance, including regulatory requirements,...