The Wealth Segment R&D AVP will lead the end-to-end development and execution of solutions serving the wealth management industry, ensuring seamless delivery of innovative solutions by working closely with internal and external partners.
Requirements
- Proven track record of delivering end-to-end solutions for complex financial services projects.
- Strong understanding of wealth management platforms, private market integration, and regulatory considerations.
- Hands-on experience in integrations: Proven ability to design and implement data flows, reporting tools, and platform interoperability for wealth market solutions.
- Expertise in end-to-end system integration: Skilled in mapping data workflows, resolving system gaps, and ensuring seamless integration of private market capabilities into wealth platforms.
Responsibilities
- Develop and execute the strategy for research and development of wealth platforms, including data flows partnerships.
- Manage the design and delivery of proof-of-concept initiatives, participate in their development, and oversee their implementation into scalable solutions.
- Coordinate with external partners and internal stakeholders to address gaps and enhance interoperability across platforms.
- Provide subject matter expertise on platforms and systems used by wealth advisory firms and advisors.
- Proven ability to design and implement data flows, reporting tools, and platform interoperability for wealth market solutions.
- Skilled in mapping data workflows, resolving system gaps, and ensuring seamless integration of private market capabilities into wealth platforms.
Other
- 5+ years of experience in private markets, wealth management, or investment technology.
- Experience gained in serving the technology needs of Private Banks, Family Offices, and other wealth subsegments.
- Competitive benefits package.
- Opportunities for professional development and career advancement.
- Inclusive culture and employee networks for support and connection.
