customer digital platforms and data integration lead
5 days ago
The Customer Digital Platform and Data Integration Lead will drive the development, implementation, and optimization of digital platforms and data integration capabilities to support the wealth management business. Reporting directly to the Head of Wealth Technology, this role is instrumental in delivering exceptional customer experiences through innovative technology solutions, seamless platform integration, and actionable insights derived from data.
Responsibilities:
- Oversee the design, delivery, and continuous enhancements of several customer-facing digital platforms to ensure a seamless, engaging, and secure experience
- Collaborate with business and product teams to align platform features with customer needs and strategic goals
- Lead data integration efforts across multiple systems and platforms to ensure accurate, consistent, and data availability
- Implement best practices for data governance, quality, and security to meet regulatory and business requirements
- Develop and enable analytics capabilities by ensuring integrated data pipelines support advanced reporting and insights
- Collaborate with data teams to define and implement analytics frameworks for improved decision-making
- Develop and execute a roadmap for digital platform enhancements and data integration working closely with Head of Wealth Technology and aligning with business objectives
- Identify and implement emerging technologies that enhance customer engagement and streamline operations
- Manage and mentor a team
- Partner with internal teams, external vendors, trust and financial industry participants, regulators, and stakeholders to deliver technology solutions on time and within budget
- Establish KPIs to measure platform performance, user engagement, and data integration effectiveness
- Continuously evaluate and optimize platform and integration processes to drive efficiency and customer satisfaction
Qualifications:
- Bachelor's degree in computer science, Information Technology, or a related field. Advanced degree preferred
- 8+ years of experience in digital platform development, data integration, analytics, or related roles, preferably in wealth management or financial services
- Knowledgeable in data integration technologies, tools, and methodologies, including APIs, ETL processes, and real-time data streaming
- Proven experience in implementing data analytics solutions, including dashboards, business intelligence tools, and advanced reporting frameworks
- Knowledgeable in cloud technologies, APIs, microservices architecture, and data integration tools.
- Proven track record of delivering complex technology projects with measurable business impact.
- Excellent leadership, communication, and collaboration skills
- Knowledge of wealth management products, services, and regulatory requirements
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