We are looking for an experienced Delivery Director with deep expertise in the Wealth Management industry. The ideal candidate will combine strong technology delivery leadership with domain expertise, acting as a trusted advisor to senior client stakeholders while leading large-scale delivery engagements and driving digital transformation initiatives.
Key Responsibilities
- Lead end-to-end delivery of technology programs for Wealth Management clients.
- Build trusted relationships with client executives and business stakeholders.
- Drive delivery excellence, quality, governance, and customer satisfaction.
- Lead distributed delivery teams and mentor delivery managers.
- Partner with business and technology teams to define and execute strategic initiatives.
- Identify opportunities for modernization, automation, AI adoption, and operational improvements.
- Support account growth through solutioning, client workshops, and strategic advisory.
Required Experience
- 15+ years of experience leading enterprise technology delivery.
- Experience working with Wealth Management,
Multi-Family Office, Private Investment, Asset Management, or Private Banking organizations.
- Solid understanding of investment operations, portfolio management, and wealth management business processes.
- Experience managing large global delivery teams.
- Excellent executive stakeholder management and communication skills.
- Charles River IMS (CRIMS)
- Addepar
- SS&C; Advent
- Pershing
- Fidelity
- Schwab
- Salesforce Financial Services Cloud
- AWS / Azure
- AI & Data Analytics platforms
What We're Looking For
- Strategic thinker with strong client-facing skills
- Delivery leader who can engage with C-level executives
- Strong commercial and account management mindset
- Ability to bridge business and technology
- Passion for building long-term client relationships