Primary Responsibilities:Own the development and execution of Private Wealth's technology book of workLead the demand intake, triage, and prioritization process for all Private Wealth technology initiativesMaintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platformsBuild robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvalsDefine success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realizedLead cross-functional requirements creation; document scope, assumptions, and non-functional needsAssess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training)Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently metLead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled changeExperience & Skills Qualifications:Bachelor's degree required8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformationDemonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfoliosStrong business case development skills; proficiency in financial evaluation and trade-off decisioningExperience leading cross-functional requirements and scoping operating model/process changes beyond technologyProven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomesWorking knowledge of regulatory drivers impacting Private Wealth and implications for technology/process changeExceptional stakeholder management, influencing, and communication skillsDemonstrated ability to drive business enablement and lead through changeHighly organized with strong analytical and problem-solving abilitiesOwnership mentalityStrong attention to detailClient prioritizationCompensation DetailsThe salary range for this role is $120,000-$175,000. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.