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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