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Vice President Personal Wealth Advisory Technology

Empower Retirement
$183,300.00 - $265,800.00
life insurance, parental leave, paid time off, tuition reimbursement, 401(k)
United States
Feb 28, 2025

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The VP of Personal Wealth Advisory Technology is responsible for overseeing the strategic planning, development, and delivery of cutting-edge technology solutions tailored for wealth management financial advisors. This role will drive technology vision, enhance the advisor's experience, and ensure secure, efficient platform functionality for Empower financial advisors and Empower employees supporting financial advisors. Personal Wealth Advisory ownership will include the Salesforce org used by financial advisors, project leadership for a large migration, custom development of internal advisor applications and 3rd party integrations. Reporting to the Head of Personal Wealth Technology, the VP will collaborate across functions to align initiatives with overall business strategies and future growth objectives.

What you will do:

  • Define and execute the technology strategy for financial advisors and service of financial advisors for wealth management. Set organizational, technology and operational vision.
  • Experience with cross organizational back-office transformations. Demonstrated leadership to bring multiple organizations together to set direction in areas with ambiguity.
  • Oversee the design, development, testing, and deployment of custom financial advisor applications, ensuring superior user experience and compliance with regulatory standards.
  • Partner closely with business leaders to understand strategic priorities and translate them into technology initiatives.
  • Lead a diverse team of directors, managers, and technical experts to deliver projects on time, within budget, and with high-quality standards.
  • Implement risk management practices to ensure data security, compliance, and regulatory adherence in wealth technology systems.
  • Drive continuous improvement initiatives in processes, tools, and technologies to optimize platform performance and user satisfaction.
  • Oversee the department's budget, including cost control, forecasting, and resource allocation. Experience building out forecasts for multi-million dollar, multi-year projects and executing on them.
  • Provide Salesforce, Pega, 3rd party integration and customer development industry experience and engage in industry research and benchmarking to ensure our wealth technology platform remains competitive and innovative.
  • Spearhead talent development within the team, focusing on leadership, technical skill enhancement, and long-term career growth.
  • Act as a senior decision-maker in defining policies and strategic direction within wealth technology operations.

What you will bring:

  • Bachelor's degree in computer science, or a related field
  • 15+ years of relevant experience in wealth management technology or financial systems, with a minimum of 8 years in an executive or senior management role.
  • FINRA Series 99 and fingerprinting required within corporate guidelines.
  • Demonstrated success in developing and implementing technology solutions for wealth management, with a focus on enhancing digital client experiences.
  • Strong financial and strategic acumen, with the ability to manage budgets and align technology initiatives with business goals.
  • Proven track record of managing compliance, data security, and regulatory considerations in technology solutions.

What will set you apart:

  • Master's degree preferred.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time - 16 hours per calendar year
  • Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$183,300.00 - $265,800.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

03-14-2025

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