You have excellent leadership, problem solving, analytical, and decision making skills You are able to set strategic direction while also driving execution in complex, highly collaborative environments You have deep experience in broker-dealer, wealth management, retail investing, or closely related financial services technology environments Skills That Will Help You Stand Out Direct experience with advisor platforms and wealth technology ecosystems that support financial advisors and home office teams Demonstrated experience with third-party integrations and external ecosystem connectivity, including custodians, clearing firms, or fintech partners Background in transformation or new-build environments where you helped stand up modern platforms, modernize legacy capabilities, or deliver large-scale integration initiatives Salary Range Information Salary ranges below reflect targeted base salaries. Ability to manage integrations with clearing firms such as NFS, Pershing or LPL and vendor tools that provide advisor-client collaboration capabilities Own delivery across key wealth platform domains, including advisor tools, client experience, brokerage integration, and servicing operations.