Vice President, Strategic Initiatives

Summary

We are seeking a dynamic, hands‑on, strategic and highly collaborative Vice President, Strategic initiatives to lead cross‑functional initiatives that drive technological innovation and operational excellence across the firm. This role will serve as a bridge between software engineering, infrastructure, marketing, financial services and leadership team, with a strong focus on delivering value through solutions that scale.

You’ll be the architect and implementor of transformative projects — from AI‑driven automations to system integrations supporting client acquisition and experience. This is a roll‑up‑your‑sleeves role for a technically proficient leader with exceptional project vision, execution discipline, and an explorative mindset.

This is a full time Exempt position with a salary range of $150-$180K annual salary. This position will be in our Folsom, CA, Addison, TX, Cincinnati, OH office or working remote.

• Project Leadership & Execution
• 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.
• Technical Innovation & Hands‑On Development
• 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.
• Platform Strategy & Integration
• 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.
• Infrastructure & Scaling
• Support the infrastructure team to select and deploy internal and client‑facing tools that are 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.

• 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.
  • Hub Spot, 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, Stack
    
    AI, 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.

• 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…