Job Description
We are seeking an experienced Associate Director / Delivery - Architect to join our Wealth Management team. In this role, you will drive the end-to-end delivery of technology programs and initiatives that enhance our wealth management and financial services offerings. This position requires a strong blend of technical expertise, program management experience, and a deep understanding of the financial services industry, particularly in wealth management, asset management, investment platforms, and regulatory compliance.
The successful candidate will work closely with cross-functional teams, including technology, business stakeholders, product managers, and external vendors, to deliver complex, high-impact solutions on time and within scope. You will be instrumental in leading large-scale programs, managing stakeholder expectations, mitigating risks, and ensuring the delivery of high-quality results.
Required Skills:
- Strong hands-on experience in .NET Core, C#, ASP.NET MVC, and Web APIs.
- Expertise in AWS cloud services including Lambda, S3, RDS, CloudFormation, EC2, and DynamoDB.
- Knowledge of DevOps pipelines (GitHub Actions, Jenkins) and containerization technologies such as Docker and Kubernetes.
- Proven ability to manage full project life cycles including architecture, development, testing, and production support.
- Strong problem-solving, decision-making, and conflict-resolution abilities.
Key Responsibilities:
- Lead and manage complex, multi-faceted technology programs related to wealth management solutions, financial services platforms, and digital transformation initiatives.
- Develop and manage detailed program roadmaps, timelines, resource plans, and budgets.
- Coordinate cross-functional teams to ensure timely and successful delivery of program milestones.
- Monitor project progress and resolve any roadblocks or delays, adjusting timelines and resources as necessary.
- Act as the main point of contact for all program-related communication, ensuring all stakeholders are aligned on objectives, timelines, and deliverables.
- Work closely with senior leadership, business units, product owners, and IT teams to define program objectives and deliverables that align with business goals.
- Translate business requirements into technical solutions, balancing stakeholder needs with technical constraints.
- Manage expectations and foster strong relationships with key internal and external stakeholders, ensuring transparency and continuous alignment.
- Lead cross-functional teams including developers, QA engineers, analysts, and business stakeholders.
- Drive collaboration across teams, ensuring high levels of accountability, motivation, and performance.
- Foster a culture of continuous improvement, encouraging innovation and best practices in both technology and process.
- Provide technical guidance and direction for the implementation of complex financial systems, platforms, and integrations.
- Collaborate with engineering teams to ensure technical solutions are scalable, secure, and meet performance and regulatory requirements.
- Stay informed on emerging technologies and trends within wealth management and financial services to provide recommendations and insights that drive innovation.
- Oversee the testing and validation processes to ensure all deliverables meet the defined quality standards and business requirements.
- Ensure all necessary documentation is created and maintained, including technical specifications, release notes, and training materials.
Qualifications:-
Education & Experience Preferred:
- Lead the design, development, and deployment of scalable and secure cloud-based applications using .NET Core and AWS services.
- Bachelor's degree in Computer Science, Engineering, Finance, or a related field (Master’s degree preferred).
- 13+ years of experience in technical program management or delivery lead roles, ideally within the wealth management, financial services, or fintech sectors.
- Proven experience leading complex, large-scale technology programs or initiatives in a highly regulated industry.
Skills & Competencies:
- Strong understanding of the wealth management domain, including investment management, portfolio strategies, financial planning, and client relationship management tools.
- Hands-on experience with Agile methodologies (Scrum, Kanban) and project management tools (e.g., JIRA, Confluence, MS Project).
- Strong technical background with the ability to translate complex technical concepts into business-friendly language.
- Strong analytical, problem-solving, and decision-making skills, with a focus on delivering high-quality outcomes.
- Experience with cloud platforms (AWS, Azure), CRM/wealth management platforms, and APIs is a plus.
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