Vice President Digital Strategic Initiatives - Dallas - Top Financial Services Company

    Top Financial Services Company
    Top Financial Services Company Dallas

    1 week ago

    Description
    VICE PRESIDENT, DIGITAL STRATEGIC INITIATIVES


    ROLE OVERVIEW

    We are seeking a dynamic, hands-on, and highly collaborative Vice President of Digital Strategic Initiatives to drive cross-functional projects that blend technology, continuous innovation, and client experience.

    Acting as the firm's cross-functional quarterback, this executive will drive enterprise-level projects that connect technology, data, and client experience.

    The ideal candidate blends strategic vision with technical fluency, turning ideas into scalable, business-driving solutions. They thrive in ambiguity, influence across teams, and bring a modern perspective on how technology can transform financial services.

    This role offers freedom to innovate, strong executive sponsorship, and direct impact on how clients and advisors experience the firm's digital future.

    Key Responsibilities


    • Lead high-impact, cross-disciplinary initiatives across engineering, marketing technology, operations, and M&A.
    • Act as strategic and technical owner of digital initiatives involving AI, automation, CRM, and advisor enablement tools.
    • Champion AI progress within the organization, partnering closely with business and technology leadership.
    • Evaluate, prototype, and implement modern technologies including AI/ML frameworks, automation tools, and low-code platforms.
    • Drive technology integration for acquisitions, overseeing data migration, platform harmonization, and onboarding.
    • Collaborate with Marketing, Service, and Client Experience teams to co-design scalable, client-centric digital strategies.
    • Oversee third-party technology partners and offshore vendors, ensuring alignment, accountability, and delivery excellence.
    • Conduct proofs of concept (POCs) and vendor evaluations to identify tools that enhance client experience and operational efficiency.
    Qualifications & Experience


    • Bachelor's degree in Computer Science, Engineering, or a related field.
    • 10+ years in software or systems engineering, including 3+ years in a senior leadership role within a high-growth RIA, fintech, or financial services environment.
    • Proven success leading transformative, cross-functional technology initiatives from concept to execution.
    • Deep expertise in software engineering, APIs, integrations, project management, and business analysis.
    • Hands-on experience with Salesforce Financial Services Cloud (FSC); strong knowledge of CRM architecture and optimization.
    • Familiarity with wealthtech ecosystems such as HubSpot, , Tamarac, Envestnet, Addepar, or Orion.
    • Working knowledge of data systems (Microsoft Fabric, Synapse) and AI/ML frameworks (OpenAI, StackAI, RAG).
    • Proficiency in workflow automation tools (Zapier, Mulesoft, custom API integrations).
    • Experience managing technology integration during mergers and acquisitions, including data migration and post-close onboarding.
    • Strong understanding of the RIA/financial services business model, client lifecycle, and regulatory/compliance environment.
    Ideal Candidate Profile


    • A strategic technologist who bridges vision and execution.
    • Client-obsessed, ensuring every digital solution enhances advisor and client experience.
    • Curious and forward-thinking, constantly scanning for emerging technologies that can be applied pragmatically.
    • Resilient and adaptive, comfortable navigating change, ambiguity, and rapid growth.
    • A natural influencer who leads through collaboration, clarity, and credibility rather than authority.

    COMPENSATION
    A meaningful compensation package will be developed for the successful candidate that includes a base salary plus performance-based bonus.

    To apply, please submit your resume and cover letter, preferably in MS Word format, to Derek Bush . A fully detailed, formal specification will be sent to top-level , qualified candidates.
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