Responsibilities

• MarTech & AI Strategy: Define and own the strategic vision and technical roadmap for marketing and personalization technology, ensuring alignment with the goals of the Wealth Management business.
• Platform Architecture: Architect a cohesive and scalable MarTech ecosystem that seamlessly integrates external SaaS platforms (e.g., Adobe Customer Data Platform ) with proprietary, internally developed applications and data stores.
• Next Best Action Engine: Lead the architecture, development, and continuous enhancement of our in-house Next Best Action (NBA) engine. This includes overseeing the creation and deployment of sophisticated propensity models to drive intelligent, timely recommendations.
• Hands-On Technical Leadership: Act as the senior technical authority and a hands-on leader for the team. Guide the development of custom applications, lead the integration of complex platforms, and provide expert-level guidance on both MarTech configuration and AI model development.
• AI-Powered Personalization: Champion and implement advanced AI/ML techniques to accelerate marketing efforts. Drive initiatives in hyper-personalization, dynamic content optimization, intelligent audience segmentation, and journey orchestration.
• Workflow & Application Development: Oversee the design and development of associated workflows and applications that connect marketing insights to tangible actions within the advisor and client-facing channels.
• Stakeholder Partnership: Build strong, collaborative relationships with senior leaders in Marketing, Data & Analytics, and Product Management to translate strategic business needs into a robust and effective technology execution plan.

Requirements

• Experience: 15+ years of progressive experience in technology, with at least 7-10 years in a senior role focused on Marketing Technology, Data Science, or a related field.
• Domain Knowledge: Deep understanding of the Wealth Management domain, including the client lifecycle, advisor workflows, and marketing/sales funnels.
• MarTech Expertise: Hands-on, expert-level experience architecting and implementing major marketing technology platforms, with specific, demonstrable experience with Customer Data Platforms (e.g., Adobe Customer Data Platform , Segment, Tealium).
• Custom Development & AI: Proven, hands-on experience architecting and building in-house marketing decisioning systems, with specific experience developing Next Best Action (NBA) engines .
• Deep familiarity and practical experience with the underlying propensity modeling and machine learning techniques required for such systems.
• Demonstrable experience applying AI/ML to solve concrete marketing challenges.
• Architectural & Engineering Acumen: A strong architectural mindset with a proven track record of designing and integrating complex, large-scale, hybrid (cloud/on-prem) systems.
• Significant hands-on application development experience (e.g., Python, Java) and a deep understanding of the full software development lifecycle.
• Experience designing and implementing business workflows and automation is a significant plus.
• Leadership: Proven ability to lead, mentor, and inspire a high-performing team of engineers and data scientists. Ability to influence across a matrixed organization and communicate a compelling technical vision to senior executives.
• Education: Bachelor’s degree in Computer Science, Engineering, Data Science, or a related field. Master’s degree or MBA is a strong plus.

Benefits

• medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.