Role Overview for VP, Wealth Management Technology with a Major FinTech – Jersey City, NJ
JRG Partners is proud to partner with a globally recognized, tier-one Financial Technology firm in their search for a transformative Vice President of Wealth Management Technology. Based in their modern Jersey City, NJ hub, this executive leadership role is a pivotal opportunity to architect the future of wealth and asset management platforms that serve millions of clients and advisors worldwide.
The ideal candidate is a strategic, forward-thinking leader with a profound understanding of the wealth management ecosystem and a passion for leveraging technology to create scalable, secure, and user-centric solutions. You will be the technological visionary for the entire wealth management division, responsible for crafting and executing a multi-year roadmap that anticipates market trends, drives competitive advantage, and positions the firm as an undisputed leader in digital wealth solutions.
This role requires a unique blend of deep technical expertise, strong business acumen, and inspirational leadership. You will command a significant budget and lead a large, multi-disciplinary organization of engineers, architects, product managers, and data scientists. Your mission is to foster a culture of innovation, agility, and engineering excellence, ensuring that the firm’s technology stack is not only robust and compliant but also a key enabler of business growth and superior client outcomes.
You will be a critical member of the senior leadership team, collaborating closely with business heads, operations leaders, and chief risk officers to ensure that technology strategy is perfectly aligned with the overarching goals of the enterprise. This is more than a management position; it is a chance to leave an indelible mark on the industry by building the next generation of financial technology.
Key Responsibilities of VP, Wealth Management Technology with a Major FinTech – Jersey City, NJ
Strategic Technology Roadmap & Vision
Develop, articulate, and execute a comprehensive technology strategy for the wealth management division. This includes defining a clear vision for platform architecture, data management, application development, and infrastructure that aligns with long-term business objectives. You will be responsible for conducting market analysis and competitive intelligence to ensure the firm’s technology remains at the cutting edge of the industry’s digital transformation in wealth management.
Platform Development and Lifecycle Management
Oversee the end-to-end design, development, deployment, and maintenance of all wealth management technology platforms. This includes core portfolio management systems, financial planning software, client relationship management (CRM) tools, digital advisory platforms (robo-advisors), trading and execution systems, and client-facing portals and mobile applications.
Leadership, Mentorship, and Talent Development
Lead, inspire, and grow a high-performing global technology organization. This involves recruiting top-tier talent, providing career development and mentorship, fostering a collaborative and inclusive culture, and structuring teams for optimal efficiency using Agile and DevOps methodologies. You will set clear objectives, manage performance, and ensure the team has the skills and resources needed to succeed.
Stakeholder Collaboration and Business Partnership
Serve as the primary technology partner to the heads of the Wealth Management business. Work collaboratively with senior stakeholders across product, sales, operations, and compliance to understand their needs, prioritize initiatives, and deliver technology solutions that drive revenue, improve operational efficiency, and enhance the client experience.
Innovation and Emerging Technologies
Champion a culture of innovation by exploring and integrating emerging technologies such as Artificial Intelligence (AI), Machine Learning (ML), big data analytics, and blockchain where they can provide a distinct competitive advantage. You will sponsor proof-of-concept projects and drive the adoption of new tools and techniques that can transform business processes.
Risk Management, Security, and Compliance
Ensure all technology platforms and processes adhere to the highest standards of security, data privacy, and regulatory compliance. You will work closely with cybersecurity and compliance teams to manage technology risk, respond to audits, and ensure systems are resilient, scalable, and fully compliant with regulations from bodies like the SEC and FINRA.
Budgetary and Financial Oversight
Assume full responsibility for the wealth management technology budget. This includes financial planning, forecasting, resource allocation, and vendor contract negotiation. You will be accountable for delivering projects on time and within budget, while clearly demonstrating the ROI of technology investments to the executive committee.
Operational Excellence
Drive continuous improvement in system performance, reliability, and scalability. You will implement best practices for software development (SDLC), quality assurance, and IT service management (ITSM) to ensure a stable and high-performing technology environment for both internal users and external clients.
Requirements for the VP, Wealth Management Technology with a Major FinTech – Jersey City, NJ
Educational Background
A Bachelor’s or Master’s degree in Computer Science, Engineering, Information Technology, or a related field is required. An MBA or other advanced degree is highly preferred.
Executive Experience
A minimum of 15 years of progressive experience in technology roles, with at least 8-10 years in a senior leadership capacity (Director, Senior Director, VP) managing large, cross-functional technology teams within the financial services industry.
Domain Expertise
Deep and demonstrable expertise in the wealth management and asset management domains is mandatory. You must have a thorough understanding of financial instruments, advisor workflows, portfolio management theories, financial planning processes, and the associated regulatory landscape.
Technical Acumen
While this is a strategic role, a strong technical foundation is essential. You should have significant experience with modern enterprise architecture, cloud-native technologies (AWS, Azure, or GCP), microservices, API-driven design, data architecture, and modern software development practices.
Proven Leadership
A proven track record of building, leading, and mentoring world-class engineering and product teams. You must demonstrate experience in managing large budgets, driving organizational change, and fostering a culture of high performance and accountability.
Strategic Vision
The ability to think strategically, anticipate future technology trends, and translate complex business requirements into a coherent and actionable technology roadmap. You must be able to articulate a compelling vision and influence stakeholders at all levels of the organization.
Communication and Interpersonal Skills
Exceptional executive presence with outstanding written and verbal communication skills. You must be adept at presenting complex technical concepts to non-technical audiences, negotiating with vendors, and building strong relationships with business partners.
Agile & DevOps Mindset
Extensive experience in leading teams in an Agile/Scrum environment and a strong belief in the principles of DevOps and continuous integration/continuous delivery (CI/CD) to accelerate time-to-market and improve quality.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive benefits package designed to support your professional and personal well-being. This includes:
Executive Compensation
A highly competitive base salary, a significant annual performance-based bonus, and a long-term incentive plan (equity, RSUs, or stock options).
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance for you and your dependents, along with wellness programs, mental health support, and a fitness reimbursement plan.
Retirement Planning
A best-in-class 401(k) retirement plan with a generous company match and profit-sharing components.
Work-Life Balance
A flexible, hybrid work model that balances in-office collaboration with remote work. Generous paid time off (PTO), parental leave, and company holidays.
Professional Growth
A dedicated budget for continuous learning, professional development, certifications, and attendance at industry conferences.
Additional Perks
Commuter benefits, employee assistance programs, corporate discounts, and catered lunches and events at the Jersey City office.
How to Apply
This is a retained search being conducted exclusively by JRG Partners. If you are a visionary technology leader with the experience and passion to drive the future of wealth management, we encourage you to apply. To be considered for this confidential opportunity, please submit your resume and a cover letter outlining your qualifications. For more information on our expertise in this space, please visit our Financial Technology recruiting practice area page. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
