Chief Information Officer, Client Platform

Wellington Management

. Own the Client Platform technology strategy end to end, translating Product Owner-committed business outcomes into architecture, platform investment plans, and delivery roadmaps .

Posted 10/20/2026full-timeUnited StatesLead💰 $120,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading client-facing technology organizations, with a focus on architecture, delivery, and engineering roadmaps. Proficient in leveraging AI capabilities within client workflows and managing vendor relationships in the wealth and intermediary technology ecosystem.

Highest-signal resume keywords

Client-Facing Technology LeadershipWealth And Intermediary Technology EcosystemAI Integration In Client WorkflowsArchitecture And Delivery ManagementVendor Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Architecture ManagementDelivery Roadmap DevelopmentAI DeploymentClient Intelligence SolutionsProposal AutomationNext-Best-Action ImplementationModel Portfolio DeliveryTax Reporting SystemsPrivate Market Wealth VehiclesSubscription Processing

Soft Skills

Strong Communication SkillsNegotiation SkillsStakeholder InfluenceLeadershipCollaboration

Tools & Technologies

SalesforceAdobe Experience ManagerSalesforce Marketing CloudSeismic

Industry Keywords

Asset ManagementPrivate MarketsAlternative VehiclesRIA IntegrationCustodial Platform Integration

Tech Stack

Tools & technologies

AEMCloud

About the role

Key responsibilities & impact

Own the Client Platform technology strategy end to end, translating Product Owner-committed business outcomes into architecture, platform investment plans, and delivery roadmaps
Act as the technology delivery counterpart to Product Owners and deliver against committed outcomes on time and at quality
Lead and develop engineering, architecture, and delivery leadership across the platform
Make buy-versus-build recommendations across the technology portfolio
Build and evolve technology for 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 implementation technology for private-market wealth vehicles, including subscription processing, capital calls, distributions, tax reporting, and investor servicing
Translate advisor engagement and client acquisition goals into technology investment decisions
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 and internal API/event layer across CRM, portfolio management, reporting, and billing
Partner with Product Management, Product Development, Marketing, and Client Servicing leadership on content, campaign, marketing operations, and client servicing platforms
Maintain awareness of market trends, competitive capabilities, and client and advisor feedback
Hold first-line risk and control accountability for the Client Platform technology estate
Govern the platform technology investment portfolio and allocate capital toward high-leverage outcomes
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 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 best-in-class 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 with remote work 1 day a week