Vice President, Strategic Initiatives
Allworth Financial2 days ago
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RemoteFull-timeSenior
Summary
Allworth Financial is seeking a Vice President, Strategic Initiatives to lead cross-functional initiatives that drive technological innovation and operational excellence across the firm.
About the Role
As the Vice President, Strategic Initiatives, you will be responsible for leading high-impact projects across engineering, marketing tech, operations, and M&A needs. You will serve as the strategic and technical owner of initiatives involving AI, automation, and CRM enhancements. This role requires hands-on development, evaluating and implementing modern technologies, and supporting infrastructure teams to deploy scalable tools.
About You
Required:
- Strong experience in software engineering and architecture, project management, and business analysis.
- Deep understanding of RIA or financial services business.
Preferred:
- 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.
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.
- Flexible working arrangements.
- Generous 401K contributions.
- Flexible paid time off policy for exempt associates.
- 15 days of paid time off annually for non-exempt associates during the first three years of employment.
- 11 Paid Holidays.
- Option to participate in our Equity Purchase Program.
Allworth Financial
With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get—from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth—now and in the future. Complete. Personalized. Aligned. We call this the Allworth Advantage. And it's the advantage every modern investor needs. HMRN Insurance Agency, LLC license #0D34087
Dallas, TX