Overview

OpportunityWe are seeking an accomplished Head of Engineering to lead the delivery, modernization, and scale of our Wealth Technology platforms. This leader will be responsible for building and leading high-performing engineering organizations that deliver innovative, secure, and scalable technology solutions supporting advisors, clients, and business partners across the wealth management ecosystem.The ideal candidate brings deep experience leading large-scale engineering organizations, modernizing mission-critical platforms, and partnering closely with product, operations, compliance, and business stakeholders to drive growth and operational excellence. This leader will play a key role in advancing our cloud, data, and AI strategy while fostering an engineering culture centered on innovation, quality, and continuous improvement.Key ResponsibilitiesEngineering Leadership & Organizational Excellence Lead and develop a global engineering organization consisting of software engineering, quality engineering, architecture, platform engineering, and engineering management teams in support of a financial services business - ideally for the wealth and asset management division. Build, mentor, and retain high-performing engineering leaders and teams across multiplelocations and time zones. Establish a culture of accountability, innovation, technical excellence, and customer-centric delivery. Drive organizational effectiveness through engineering best practices, talent development, succession planning, and performance management.Technology Strategy & Platform Modernization Partner with the Head of Wealth Technology to define and execute the technology vision, engineering strategy, and multi-year modernization roadmap. Lead transformation of legacy platforms into scalable, cloud-native architectures leveraging microservices, APIs, event-driven design, and modern engineering practices. Ensure platforms meet demanding requirements for availability, resiliency, performance, scalability, and security. Champion engineering standards, architecture governance, and technology lifecycle management.Wealth Management Platform Delivery Oversee engineering delivery for advisor-facing and client-facing wealth management platforms, including trading, portfolio management, retirement, planning, reporting, digital experiences, and operational workflows. Drive platform capabilities that improve advisor productivity, client engagement, operational efficiency, and business growth. Collaborate with product management and business stakeholders to translate strategic priorities into execution plans and measurable outcomes.Data, Analytics & AI Innovation Lead engineering efforts supporting enterprise data platforms, analytics capabilities, and AI-driven solutions. Partner with data and product teams to build scalable data architectures enabling self-service analytics, advanced reporting, machine learning, and generative AI use cases. Drive adoption of modern cloud data platforms, data lakehouse architectures, and AI technologies to enhance advisor experiences and business decision-making. Evaluate emerging technologies and identify opportunities to create competitive differentiation through innovation.Cloud, DevOps & Platform Engineering Advance cloud-native engineering practices across AWS and modern containerized environments. Drive adoption of CI/CD pipelines, automated testing, infrastructure automation, observability, and Site Reliability Engineering practices. Establish reusable platform services and developer productivity capabilities that accelerate engineering delivery and improve quality.Risk, Compliance & Operational Excellence Ensure technology solutions comply with regulatory, security, privacy, and operational risk requirements. Partner with Information Security, Risk, Compliance, and Audit teams to maintain robust controls and governance frameworks. Establish operational metrics and service level objectives to continuously improve platform reliab