Remote VP Technology Strategy-Wealth Management na Sammons Financial Group

Overview:

Direct and oversee all technology operations and platforms supporting SFG's wealth management business.

Responsibilities:

• Direct, establish and oversee the strategy, infrastructure, architecture, delivery, and roadmap for all wealth management technology platforms and applications. Includes: –Collaborating with internal executives and teams on technology solutions focused on business challenges, efficiencies, productivity, customer engagement, business growth –Evaluating and selecting, and directing the development, design, delivery, integration, maintenance and sustainability of all technology supporting client-facing, partner and advisors, portfolio management, trading, CRM, and reporting systems for SFG wealth management –Directing technology integration across custodians, trading platforms, portfolio accounting systems, and financial planning tools –Maintaining knowledge of emerging trends, disruptors and megatrends, a –Cybersecurity, data privacy, risk management, internal controls, Model Risk Audit Rule, Record Information Management, and similar risk and control requirements –Establishing and directing disaster recovery and business continuity protocols –Vendor selection, contract negotiation, and vendor management –Overseeing Technology budgets, capital expenditures, and resource planning –System upgrades, migrations, and implementations –Reporting to C-Level and Board on technology performance, risks, and initiatives
• Provide executive leadership to the wealth management technology organization. Includes: –Selecting, developing, and providing direct and/or indirect leadership –Establishing and communicating organizational and individual goals, standards, and expectations –Providing coaching, feedback, and career development opportunities –Fostering employee engagement and recognition, and a culture of collaboration –Overseeing performance management, evaluations, promotions, and other employee actions –Determining business priorities, organizational and team structures, staffing, and resource requirements –Identifying and removing obstacles, and facilitating decision-making

Qualifications:

• Undergraduate degree in information technology or a related field, or equivalent combination of experience and education
• 15+ years’ progressively more complex experience in information technology, with a focus on digital strategy, integration and execution, including: –10+ years’ technology experience in a regulated financial services field, preferably in wealth management or asset management –5+ years in direct, indirect and matrixed leadership in a technology environment
• Experience leading and overseeing systems integrations, portfolio management platforms and CRM platforms (such as Salesforce and Redfin) representing AUM of 10B+ highly preferred
• Experience in building and scaling technology platforms across multiple companies, business lines, locations and jurisdictions
• Experience in RIA/independent financial advisor business preferred
• Ability to evaluate, select, and lead the implementation and management of financial technology platforms, including integrations, reporting, analytics, cybersecurity and compliance, including the ability to lead direct and cross-functional teams
• Ability to manage significant operating budget and the technology investment budget
• Excellent leadership, business acumen, decision-making skills
• Exceptional written, verbal and interpersonal communication skills, including the ability to present to audiences from entry level through C-suite and Board of Directors, facilitate discussion with clients and financial professionals, represent Sammons at major conferences as a SME or keynote speaker, and collaborate with and generate trust with business partners and customers.
• Vigilant attention to emerging trends, disruptors and megatrends in business and technology, and ability to lead through innovation and transformational change
• Ability to translate complex concepts, data, risks and opportunities into actionable and measurable results and performance indicators, and lead projects and deliverables to completion
• Ability lead and thrive in a fast-paced transformational environment with multiple substantial deliverables and competing timelines
• Ability to build, lead, motivate, coach, and develop high-performing teams
• Excellent Microsoft Office skills (primarily PowerPoint and Excel)
• Up to 25% overnight travel anticipated

Suitability Requirements:

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records

Company Information:

• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.

Pay Range:USD $254,988.00 - USD $473,550.00 /Yr.Pay Transparency Verbiage:

Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

Work Authorization/Sponsorship:

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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