Vice President of Distribution Intelligence Solutions: Wealth Client Group

Vice President of Distribution Intelligence Solutions: Wealth Client Group

Requirements

• 10+ years’ experience in data architecture and data engineering projects. Experience in modeling financial services data products is a critical skill. Work experience to include asset/investment management industry and expertise in understanding of business processes and data requirements for Sales and Marketing teams.
• 10+ years’ experience in distribution technologies required, including Salesforce CRM, marketing engines, content management and business intelligence software. Hands on experience in end-to-end project management and across software development life cycle.
• Strong track record of delivery of technology projects including strong collaboration skills across technologists, business SMEs and clients is mandatory.
• Expertise in Data IngestionEgress – ADF, API andor ETL(s).
• Highly skilled in variety of languages or framework, such as Java or Python. Strong proficiency in developing and optimizing SQL modules.
• Working experience in Cloud technology – Azure, AWS, Snowflake andor prior experience in moving On-Prem applications to Cloud model.
• Bachelor’s Degree required, Master’s Degree preferred, in field like math, engineering or computer science.

Responsibilities

• Drive implementation of WCG Distribution Business Intelligence strategy ensuring that both business and enterprise requirements are met for scope, target state, success criteria, and progress.
• Manage the most complex technical projects. Act as a liaison between our users, vendors, and technology teams to coordinate resolutions. Proactively manage backlog that addresses stakeholder needs in order of strategic priority. Triage of critical issues to ensure that application operational SLAs are met.
• Identify program blockers and ensure that underlying root causes are addressed in sustainable approaches and embedded in the broader strategic vision.
• Drive distribution technology adoption and assist in the training of new and existing users of WCG data tools and technology platform.
• Ensure knowledge transfer of key enablers to other team members, including mentoring other less experienced analysts.
• Develop architecture vision for the distribution data ecosystem that delivers scalable data product/solutions.
• Establish data management protocols to mitigate potential data quality vulnerabilities and prioritize mitigation efforts.
• Design and deliver Salesforce CRM functionality that continues to enhance end-user experience and to ensure the platform fits going forward needs. This will include customizing and configuring fields, layouts and workflow, optimized data model, analytics and reporting and platform performance.
• Ensure seamless integration of tools such as Marketo, Seismic and PowerBI and their support of key business processes.
• Work closely with WCG partners to support development and delivery of metrics and insights in alignment with business objectives.
• Collaborate with cross-functional teams and vendors to identify optimization and automation opportunities that enhance customer and user experiences. Lead process re-engineering initiatives, ensuring that all automation solutions are scalable, maintainable, and adhere to NT standards and best practices.
• Work with cross-functional team members to continuously enhance and evolve the data and technology stack. Evaluate and recommend new and emerging technologies and techniques that support the WCG roadmap.

Preferred Qualifications

• Certifications such as Salesforce Administrator, business intelligence certifications and marketing engine certifications preferred.