Allworthfinancial8mo ago

Vice President, Strategic Initiatives

Dallas · Cincinnati · Folsom · Cincinnatiexecutive

OtherVice President, Strategic Initiatives

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Salesforce FSC (Financial Services Cloud) preferred. HubSpot , Regal.io or other dialers , Tamarac or other Portfolio accounting systems Data transformation/migration tools,

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OtherVice President, Strategic Initiatives

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

We are seeking a dynamic, hands-on, strategic and highly collaborative Vice President, Strategic initiatives to lead cross-functional initiatives that drive technological innovation and operational excellence across the firm. This role will serve as a bridge between software engineering, infrastructure, marketing, financial services and leadership team, with a strong focus on delivering value through solutions that scale.

You’ll be the architect and implementor of transformative projects — from AI-driven automations to system integrations supporting client acquisition and experience. This is a roll-up-your-sleeves role for a technically proficient leader with exceptional project vision, execution discipline, and an explorative mindset.

Responsibilities

~2 min read

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

→Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
→Dental insurance with MetLife
→Vision insurance with VSP
→Optional supplemental benefits
→Healthcare savings accounts with company contribution
→Flexible spending accounts
→Flexible working arrangements
→Generous 401K contributions
→Exempt associates qualify for our flexible paid time off policy
→Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
→11 Paid Holidays
→Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
→Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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