Technical Delivery Lead (Managing Principal) — Wealth Management

We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms.

You will partner closely with CIOs, CTOs, and senior business leaders, acting as a trusted advisor to shape technology strategy, architecture decisions, and transformation roadmaps.

You’ll connect business strategy to complex technology landscapes, applying leading practices to deliver scalable, future-ready solutions that drive cost efficiency, performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations, Distribution & Client Management, and Front Office/Advisor Experience.

• →Lead end-to-end technology delivery across the Wealth value chain, aligning execution with enterprise strategy and executive priorities
• →Advise CIO/CTO stakeholders on leading practices, including platform modernization, operating model design, and build vs. buy decisions
• →Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office domains
• →Shape target-state architecture using domain-driven design, microservices, event-driven architecture, and API-led ecosystems
• →Translate executive strategy into delivery plans including roadmaps, OKRs, budgets, and vendor governance
• →Drive measurable outcomes such as improved STP, reduced latency, optimized cost-to-serve, and enhanced client/advisor experience
• →Elevate engineering maturity by establishing best practices, standards, and delivery playbooks

• At least 15 years of proven consulting and delivery leadership in Wealth and Asset Management across multiple domains
• Experience engaging CIO/CTO/COO stakeholders and influencing strategic decision-making
• Strong technical fluency across Digital Engineering, Cloud (AWS/Azure), APIs and Event Streaming, data platforms | modernization and DevOps/SRE
• Hands-on experience integrating with wealth platforms, custodians, and market data providers (g., Charles River /Eagle/SS&C/SimCorp/Broadridge).
• Regulatory awareness across North American Wealth (KYC/AML, FATCA/CRS, CFR, PIPEDA/OSFI)

• Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.
• Experience with Salesforce FSC, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.
• CFA/CIPM awareness (performance/attribution) or equivalent domain depth.