About the Role
Technology & Operations enables the Bank through secure, scalable, resilient, and modern technology platforms. We are looking for a senior technology leader to drive the delivery, transformation, production stability, and lifecycle management of mission-critical Wealth Management and Private Banking applications.
In this role, you will shape and execute technology strategy across wealth platforms, core banking integration, investment product journeys, client onboarding, advisory workflows, trust and family office solutions, regulatory reporting, and operational resilience. You will partner closely with Business, Operations, Regional Technology, Architecture, Infrastructure, Cybersecurity, Risk, Compliance, and vendors to deliver secure, client-centric solutions that support the Bank's Wealth Management growth agenda.
Key Responsibilities
- Own technology delivery, modernization, production stability, and lifecycle management for Wealth Management, Private Banking, and core banking applications.
- Define and drive technology strategy, architecture direction, and modernization roadmaps aligned with business priorities, enterprise standards, regulatory requirements, and regional platform strategy.
- Lead major transformation initiatives, including system implementation, integration, data migration, platform modernization, and regional rollouts.
- Partner with business and technology stakeholders to deliver solutions across client onboarding, advisory workflows, investment order management, product processing, regulatory reporting, and servicing journeys.
- Provide technology leadership across investment products, deposits, loans, treasury, trust-related services, family office, estate planning, and wealth succession capabilities.
- Champion engineering excellence, Agile delivery, DevOps, automation, technology risk management, information security, change management, and continuous improvement.
- Drive production resilience, incident prevention, crisis management, root cause analysis, disaster recovery readiness, and sustainable service improvement.
- Lead and develop high-performing cross-functional teams, including delivery teams, Product Owners, Project Managers, Business Analysts, vendors, and regional partners.
- Ensure strong governance across technology risk, cybersecurity, audit, regulatory commitments, vendor delivery, budget management, contracts, and application lifecycle obligations.
Requirements
- Bachelor's degree in Computer Science, Information Technology, Engineering, Business, Finance, or a related discipline; master's degree, MBA, or relevant certification preferred.
- 15 years of experience in Core Banking, Wealth Management, Private Banking, or Financial Services technology, with a strong track record in senior leadership roles.
- 8–10 years of people leadership experience, including leading large cross-functional technology, delivery, product, business analysis, vendor, and regional teams.
- Proven ownership of technology strategy, delivery execution, production stability, and application lifecycle management for mission-critical banking platforms.
- Strong experience in large-scale transformation, system implementation, integration, data migration, platform modernization, and regional rollout initiatives.
- Deep knowledge of Wealth Management and Private Banking journeys, including onboarding, KYC, suitability, advisory workflows, investment order capture, settlement, portfolio servicing, regulatory reporting, sales surveillance, and operational controls.
- Strong understanding of SDLC, Agile, DevOps, technology risk, information security, change management, application lifecycle management, and production support governance.
- Proven ability to manage senior stakeholders, executive governance, budgets, vendors, contracts, regulatory commitments, audit readiness, and competing delivery priorities.
- Demonstrated experience leading teams through critical incidents, crisis situations, regulatory-sensitive matters, and customer-impacting production events.
- Cross-unit, regional, or cross-geography experience is strongly preferred, including the ability to influence beyond direct authority and deliver enterprise-wide outcomes.
Preferred Background
- Experience in family trust, family office, estate planning, wealth succession planning, fiduciary services, trust-related products, and wealth structuring is a strong advantage.
- Strong executive communication, stakeholder management, negotiation, and influencing skills.
- Passion for Wealth Management transformation, client-centric technology enablement, operational resilience, engineering excellence, and talent development.
