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Chief Information Officer, Client Platform
Wellington Management. Own the end-to-end technology strategy for the Client Platform .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading technology strategy and delivery for client-facing platforms, with a strong focus on architecture, AI integration, and stakeholder collaboration. Proven ability to manage vendor relationships and negotiate large-scale contracts within the wealth and intermediary technology ecosystem.
Highest-signal resume keywords
Client-Facing Technology LeadershipArchitecture And Delivery Roadmap OwnershipAI Integration In Client WorkflowsWealth And Intermediary Technology Ecosystem ExperienceVendor Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Technology StrategyArchitecture DevelopmentAI DeploymentClient IntelligenceProposal AutomationIntegration ArchitectureData Fabric DevelopmentRisk And Control AccountabilityDelivery LeadershipNegotiation Skills
Soft Skills
Strong CommunicationStakeholder InfluenceCollaborationNegotiation
Tools & Technologies
SalesforceAdobe Experience ManagerSalesforce Marketing CloudSeismic
Industry Keywords
Wealth ManagementIntermediary DistributionPrivate MarketsAlternative VehiclesRIA IntegrationCustodial Platform IntegrationModel DeliveryDigital Advisor ToolsPersonalizationClient Servicing
Tech Stack
Tools & technologiesAEMCloud
About the role
Key responsibilities & impact- Own the end-to-end technology strategy for the Client Platform
- Translate Product Owner-committed business outcomes into architecture, platform investment plans, and delivery roadmaps
- Lead and develop engineering, architecture, and delivery leadership across the platform
- Partner with Product Owners and business stakeholders across Sales, Marketing, Product Management, Client Servicing, and Global Funds
- Make buy-versus-build recommendations across the technology portfolio
- Build technology supporting institutional, intermediary, and wealth distribution
- Own advisor- and platform-facing capabilities, including model portfolio and UMA delivery, tax-aware and direct-indexed personalization, and ecosystem integrations
- Oversee technology for private-market implementation, including subscription processing, capital calls, distributions, tax reporting, and investor servicing
- Own an AI-native roadmap covering client intelligence, proposal and RFP automation, next-best-action prompts, and solutions configuration
- Build a client-centric data fabric across CRM, portfolio management, reporting, and billing
- Establish internal APIs and event-driven integration across systems
- Partner with Product Management, Product Development, Marketing, and Client Servicing leadership on content, campaign, marketing operations, and servicing platforms
- Hold first-line risk and control accountability for the Client Platform technology estate
- Govern technology investment allocation and manage vendor relationships and large-scale contract negotiations
Requirements
What you’ll need- Proven track record leading client-facing technology organizations at scale, ideally spanning both institutional and wealth/intermediary distribution
- Direct experience with the wealth and intermediary technology ecosystem, including RIA and custodial platform integration, model delivery, digital advisor tools, and personalization at scale
- Demonstrated ability to lead a technology delivery organization that partners with Product Owners on committed business outcomes
- Experience owning architecture, delivery, and the engineering roadmap while Product Owners own the business case and outcome
- Track record deploying AI as a structural capability inside client-facing workflows, including client intelligence, proposal automation, and next-best-action
- Strong communication, negotiation, and stakeholder-influence skills across sales, marketing, product, servicing, risk, and technology leadership
- Understanding of asset management industry data and the operational realities of servicing private markets and alternative vehicles within wealth-friendly structures
- Advanced knowledge of CRM, marketing, and client servicing technologies such as Salesforce, Adobe Experience Manager, Salesforce Marketing Cloud, and Seismic is a strong plus
- Experience with vendor relationship management and large-scale contract negotiation
Benefits
Comp & perks- Discretionary Corporate Bonus and/or Incentives, if eligible
- Retirement plan
- Health and wellbeing coverage
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life and disability insurance
- Adoption assistance
- Back-up childcare
- Tuition/CFA reimbursement
- Paid time off, including leave of absence, paid holidays, volunteer, sick and vacation time
- Flexible work environment
- Remote work 1 day a week