Vice President, Strategic Initiatives

Summary

Join Allworth Financial as Vice President, Strategic Initiatives, leading cross-functional projects driving technological innovation and operational excellence. You will bridge software engineering, infrastructure, marketing, and financial services, focusing on scalable solutions. As architect and implementor, you'll lead transformative projects, from AI-driven automations to system integrations enhancing client acquisition and experience. This hands-on role requires a technically proficient leader with exceptional project vision and execution. The position is full-time, exempt, and offers office or remote work options. You will champion AI progress, identify scalable use cases, and partner with various teams for technology-backed growth strategies. The role also involves supporting infrastructure, selecting and deploying tools, and leveraging third-party providers.

Requirements

• Strong experience in software engineering and architecture (e.g., full-stack development, APIs, system integrations), project management and business analysis
• Expertise in: Salesforce FSC (Financial Services Cloud) preferred. HubSpot , Regal.io or other dialers , Tamarac or other Portfolio accounting systems Data transformation/migration tools, Synapse or Microsoft Fabric data systems AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks) Workflow automation (Zapier, Mulesoft, custom API integrations)
• Proven track record of leading transformative cross-functional projects
• Experience supporting technology needs during mergers and acquisitions , especially data conversion and onboarding
• Deep understanding of RIA or financial services business is mandatory
• Highly communicative and capable of translating complex technology into business value
• Leadership experience in matrixed environments — able to influence without direct authority
• Curiosity-driven and comfortable navigating ambiguity

Responsibilities

• Lead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A needs
• Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools
• Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution
• Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation
• Work closely with the financial services group and Analytics team
• Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low-code platforms) including automation
• Work hands-on when necessary — writing proof-of-concept code, creating technical documentation, or leading architecture design
• Stay current on AI trends and capabilities enough to confidently assess what’s possible, what’s hype, and how to frame solutions that are both ambitious and achievable
• Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization
• Have a strong focus of efficiency, scalability, security and adherence to compliance standards
• Partner with Marketing, Service, advisors and Client Experience teams to co-implement technology-backed growth strategies
• Support the infrastructure team to select and deploy internal and client-facing tools that is scalable, secure, and efficient
• Leverage third party service providers and offshore vendors for expertise
• Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency

Preferred Qualifications

• Minimum bachelor’s in Computer Science, Engineering, or related field
• 10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role
• 5+ years experience in a similar role implementing transformative technical advancements

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company