Job Title: Head of Applications and Integrations
Primary Location: Chicago or NYC
HYBRID
Position Type: Direct hire (20% travel)
Must Be Citizen or Green Card
A Head of Applications and Integrations. This is a direct hire role based in Chicago or NYC. Will go into the office 2-3 days a week and 20% travel to other offices.
The role reports to the CIO. The Head of Applications and Integrations will be responsible for building, integrating and optimizing a suite of systems and tools that will scale efficiently, generate insights, and enable exceptional stakeholder and customer experience. This role requires a technology leader who is/has:
Business-Driven
Strong understanding of Financial Services
Experienced with systems integrations
KPI builder
Change manager
Leverages user buy-in
Trusted advisor.
What You Bring to the Role (Ideal Experience)
- Owned cross-functional tech stacks and integrations end-to-end
- Familiarity with SaaS applications in Digital Marketing, CRM, Portfolio Accounting, Workflow & Integration, and Data Warehouse
- History of enabling business outcomes through systems
- Experience leading change and training to ensure adoption
- Experience in wealth management and RIA technologies preferred (e.g. CRM, Performance Reporting, Rebalancers)
What You'll Do (Skills Used in this Position)
- Systems integration and configuration with systems such as (Salesforce, HubSpot, Zoho CRM) (Advyzon, Orion, Black Diamond) (NetSuite, MS Dynamics, Odoo) (Workato, Boomi, Zapier) (Venminder, Hadrius, REGnosys) (Fabric, Snowflake) (PowerBI, Tableau, Qlik)
- Focus on business enablement - tools and reporting
- Support data governance and operational KPI dashboarding
- Change management and adoption support
