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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in technology strategy, software architecture, and enterprise governance while leading large-scale software engineering organizations. Proven ability to drive digital transformation, operational excellence, and regulatory compliance in highly regulated environments.
Highest-signal resume keywords
Technology StrategySoftware ArchitectureDigital TransformationRegulatory ComplianceLeadership Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Software DevelopmentEnterprise GovernanceFiduciary OperationsInvestment ManagementWorkflow TechnologiesAI and Advanced AnalyticsIntelligent AutomationModernization InitiativesRisk ManagementBudget Management
Soft Skills
CollaborationCoachingResults-Oriented LeadershipOperational InsightsCommunication
Certifications & Qualifications
Bachelor's Degree in Computer ScienceAdvanced Degree in Computer Science or Business Administration
Industry Keywords
Wealth ManagementTrustAsset ManagementBrokeragePrivate BankingFinancial Services
About the role
Key responsibilities & impact- Define and execute technology strategy, organizational direction, and software delivery outcomes for the Trust Technology portfolio
- Lead the Trust Technology organization supporting Trust, Fiduciary, Investment Management, Wealth Operations, and related client servicing capabilities
- Drive modernization, innovation, operational excellence, risk management, regulatory compliance, and talent development
- Lead multiple software engineering teams, managers, architects, and technology professionals
- Maintain accountability for technology investments, portfolio health, engineering effectiveness, business alignment, and platform evolution
- Partner with Trust business executives, Wealth Technology leadership, Enterprise Architecture, Data & AI teams, and Operations leaders
- Execute operational plans and translate executive strategies into objectives and priorities for multiple teams
- Manage managers responsible for software design, development, testing, and deployment
- Apply and improve technology standards, governance practices, and engineering methods
- Provide operational insights and improvement opportunities to senior leadership
- Develop and coach managers and build a collaborative, results-oriented engineering culture
- Manage budgets and resources, including headcount, vendors, and spending
- Lead process and tooling improvements using metrics and feedback
- Ensure effective risk management and regulatory compliance for software development and deployment
Requirements
What you’ll need- Bachelor’s degree in Computer Science, Software Engineering, a related field, or equivalent education, training, and work-related experience
- Minimum of 10 years of professional experience in software development and technology leadership
- Advanced management and leadership experience leading large, global software engineering organizations
- Proficiency in technology strategy, software architecture, and enterprise governance
- English language fluency required
- Advanced degree in Computer Science, Software Engineering, Business Administration, or related discipline (preferred)
- Proven experience driving digital transformation and enterprise innovation (preferred)
- Wealth Management, Trust, Asset Management, Brokerage, Private Banking, or Financial Services technology experience (preferred)
- Experience leading large-scale modernization and digital transformation initiatives (preferred)
- Experience supporting highly regulated business environments (preferred)
- Knowledge of fiduciary operations, trust accounting, investment management platforms, workflow technologies, and wealth services ecosystems (preferred)
- Experience leveraging AI, advanced analytics, and intelligent automation to transform business processes and client experiences (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)