Vice President, Strategic Initiatives at Allworth Financial

Dallas, Texas, United StatesFull-timeTechnologyPosted 10 months ago

About the Role

<div class="content-intro">Allworth Financial (<a href="http://www.allworthfinancial.com/">www.allworthfinancial.com</a>) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</div>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 an full time Exempt position in one of our offices or working remote.  Key Responsibilities  <ul> <li data-leveltext="·" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Courier New","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Project Leadership & Execution </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2">Lead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A needs. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="2">Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="2">Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="2">Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="2">Work closely with the financial services group and Analytics team. </li> </ul> <ul> <li data-leveltext="·" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Courier New","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Technical Innovation & Hands-On Development </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2">Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low-code platforms) including automation. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="2">Work hands-on when necessary — writing proof-of-concept code, creating technical documentation, or leading architecture design. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="2">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. </li> </ul> <ul> <li data-leveltext="·" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Courier New","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">Platform Strategy & Integration </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2">Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="2">Have a strong focus of efficiency, scalability, security and adherence to compliance standards. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="2"> Partner with Marketing, Service, advisors and Client Experience teams to co-implement technology-backed growth strategies. </li> </ul> <ul> <li data-leveltext="·" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Courier New","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1">Infrastructure & Scaling </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2">Support the infrastructure team to select and deploy internal and client-facing tools that is scalable, secure, and efficient.  </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="2">Leverage third party service providers and offshore vendors for expertise. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="2">Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency. </li> </ul>   Essential Skills & Qualifications  Technical & Functional  <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Strong experience in software engineering and architecture (e.g., full-stack development, APIs, system integrations), project management and business analysis. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Expertise in: </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="2">Salesforce FSC (Financial Services Cloud) preferred. </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="2">HubSpot, Regal.io or other dialers, Tamarac or other Portfolio accounting systems </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="2">Data transformation/migration tools, Synapse or Microsoft Fabric data systems </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="2">AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks) </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="2">Workflow automation (Zapier, Mulesoft, custom API integrations) </li> </ul> Strategic & Operational  <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Proven track record of leading transformative cross-functional projects. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Experience supporting technology needs during mergers and acquisitions, especially data conversion and onboarding. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Deep understanding of RIA or financial services business is mandatory. </li> </ul> Leadership & Collaboration  <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Highly communicative and capable of translating complex technology into business value. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Leadership experience in matrixed environments — able to influence without direct authority. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Curiosity-driven and comfortable navigating ambiguity. </li> </ul>   Preferred Background  <ul> <li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Minimum bachelor’s in Computer Science, Engineering, or related field. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">5+ years experience in a similar role implementing transformative technical advancements. </li> </ul><div class="content-conclusion">BENEFITS We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: <ul> <li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li> <li>Dental insurance with MetLife</li> <li>Vision insurance with VSP</li> <li>Optional supplemental benefits</li> <li>Healthcare savings accounts with company contribution</li> <li>Flexible spending accounts</li> <li>Flexible working arrangements</li> <li>Generous 401K contributions </li> <li>Exempt associates qualify for our flexible paid time off policy</li> <li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li> <li>11 Paid Holidays</li> <li>Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)</li> <li>Future growth opportunities within the company</li> </ul> In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. <a href="https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX">Click here for more information.</a> California residents, <a href="https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing" target="_blank">click here for our privacy policy</a>.</div>

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