Director of Wealth Management Technology

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The Director of Wealth Management Technology leadership role is a Business Relationship Manager role within our Technology Services department (IT). This role serves as the strategic interface between IT and our Wealth Management practice, responsible for working with practice leadership to achieve strategic objectives by driving innovation and leveraging technology at competitive scale and speed.

This role will serve as a member of the Information Technology leadership team, reporting to the CIO, and work collaboratively with a close-knit team of Directors to help shape and execute on our enterprise IT strategy and roadmap, continuously improve IT delivery and operations, and help grow and develop our talented team.

Your role:

• Partner with Wealth Management leadership as a strategic technology advisor for business strategy, goals and operational challenges to accelerate strategic and innovative use of technology, with accountability for the technology product portfolio and technology resources supporting the practice.
• Partner with business leadership to co-lead the portfolio of business technology ideas, products, projects and enhancements from innovative product envisioning through delivery and operations.
• Lead the design, build, and evolution of dedicated Wealth Management product management and solution delivery team and resources (internal and vendor provided) to meet the needs of the practice.
• Work with business partners and related IT leaders to ensure roadmaps for the realization of business goals through technology product value delivery are in place and effectively communicated.
• Keep pace with emerging technology, vendor, and competitive marketplace changes and proactively share knowledge across Wealth Management practices to identify emerging opportunities or risks.
• Work with Project and Product Managers to provide strategic oversight and guidance on business technology scoping and execution, with a strong focus on stakeholder alignment, communication, and accelerated delivery of technology-enabled service enhancements.
• Responsible for financial leadership of annual IT investment plans and resource forecasts in partnership with the practice area/function. This includes establishing a co-ownership model with Wealth Management so that investment and resource planning is transparent and efficient.
• Ensure the proper engagement and resourcing from practice area/function leadership and staffing on projects and product initiatives to ensure stakeholder involvement, buy-in and success.

Qualifications

• Bachelor’s degree required; advanced degree preferred – technology or business oriented.
• 15+ years experience in technology domain roles; with a preference for a blend of consulting and internal IT and cross-functional technology domain experience.
• 5+ years of leadership experience in roles involving innovation, strategy, and solution delivery.
• Strong preference for Wealth Management industry domain experience in technology leadership roles (prior CIO or senior IT leader responsible for leading technology innovation, strategy, and delivery in IT to support the practice).
• Experience in leading in a Product Management Operating Model and Agile delivery constructs (Product envisioning through agile SDLC delivery).
• Experience with working closely with business leadership and staff to create strategy, roadmaps, and solution/product delivery excellence to achieve business outcomes.
• Experience building and developing technology delivery teams with strong business and client centric orientation.
• Exceptional verbal, written and interpersonal skills.
• An ability to develop strong interpersonal relationships at all levels both within and outside the firm, characterized by mutual respect, openness, and trust.
• Experience with presenting and facilitating executive level meetings and discussions, or presenting at large business unit gatherings representing IT.
• Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

We’re a relatively jerk‑free firm (hey, nobody ‘s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. We strive to create a culture where each person feels accepted and valued.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model. We believe that face‑to‑face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Benefits

• Health, dental, vision, disability, and life insurance.
• Flexible Time Off and various pre‑determined holidays.
• 401(k) plan.
• Flexible benefits plans.
• Business‑related travel expense, lodging, and meal reimbursement for business‑related use.
• Pension plan available for eligible administrative and paraprofessional staff.
• Discretionary bonus plan available for eligible staff.
• Health insurance and limited paid sick time for contingent staff positions.

Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location.

The compensation range for this role in CO, IL, OH, and MA is: $173,000 - $275,000.00.

This application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Our founders often referred to our firm as “a people firm disguised as an accounting firm.” Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.