Vice President, Strategic Initiatives

Strong experience in software engineering and architecture, project management, and business analysis. Expertise in Salesforce FSC, HubSpot, dialers, portfolio accounting systems, data transformation/migration tools, Synapse or Microsoft Fabric data systems. Expertise in AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks) and workflow automation (Zapier, Mulesoft, custom API integrations). Proven track record of leading transformative cross-functional projects. Experience supporting technology needs during mergers and acquisitions, including data conversion and onboarding. Deep understanding of RIA or financial services business is mandatory. Highly communicative and capable of translating complex technology into business value. Leadership experience in matrixed environments. Minimum bachelor’s in Computer Science, Engineering, or related field. 10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role. 5+ years experience in a similar role implementing transformative technical advancements.

Lead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A. Serve as the strategic and technical owner of initiatives involving AI, automation, CRM enhancements, or new tool selection. Champion AI progress and partner with the AI council on strategy and execution. Identify scalable use cases for AI to enhance efficiency, insights, or innovation. Evaluate, prototype, and implement modern technologies like AI/ML and automation frameworks. Work hands-on to write proof-of-concept code and lead architecture design. Build and support data migration and conversion efforts for acquisitions and process optimization. Support infrastructure team in selecting and deploying scalable, secure, and efficient internal and client-facing tools. Partner with Marketing, Service, advisors, and Client Experience teams to co-implement technology-backed growth strategies.