Executive Job Description | Dir of IT - Wealth Mgt Experience/interface.....Los Angeles Banking (largest)
Engaged in a retained search. MUST HAVE about 5 years of Wealth Mgt experience....
This position is a direct report to the CIO and will manage the day to day relationship between Information Services and Wealth Management to support their strategic and tactical business objectives. The position will also regularly interact with the Wealth Management EVP and his senior management team. Qualified candidates should have experience in the areas of project management, application support, system analysis and design, and architecture modeling for technology platforms specific to the Wealth Management industry. Candidate must have had significant management responsibility, have led a team of technical resources, and large project experience. The candidate should also have had experience managing a budget and have led the design, implementation and ongoing support for Wealth Management technology.
Job Skills and Knowledge
Position requires minimum of 10 years of Information Systems experience with demonstrated progressive senior management responsibility. A minimum of 5 years experience in the Wealth Management industry is required. At minimum the candidate has been a direct report to a CIO/CTO level executive in a Wealth Management business. Bachelor's degree in Computer Science, Finance, and/or Accounting strongly preferred. Candidate must have previous senior management experience as well as be a hands on leader. It is critical to be able to navigate between a thorough understanding of Wealth Management technology and processes and to effectively coordinate with the business objectives of the line unit insuring appropriate alignment.
In addition the position requires a minimum 10 years of experience in project management, system implementation, and system support which include leading the diagnosis and troubleshooting of application related issues for mission critical, enterprise wide technical platforms essential. Proficiency required in Microsoft Technologies (ASP.Net, MS SQL, IIS, etc.), Oracle, and Business Objects. Familiarity with, Services Oriented Architecture, data warehouse concepts, and IP networking is also required.
Excellent communication capabilities with strong presentation and documentation skills are required. Experience with business process management,
business intelligence, and ITIL methodologies is strongly preferred. It is optimal for this position to have extensive experience implementing and managing Advisor Workstation, Financial Planning, Portfolio and Trade Order Management, New Account Opening, Fee Billing and Open Architecture technology platforms. Preferably has successfully implemented and supported the NFS, SEI, Omni, Odyssey, Smartleaf, and Naviplan systems.
Thom Webb
WEBB & ASSOCIATES
San Clemente, CA
949-291-8507
thom.webb@cox.net |
