Head of Wealth Technology



New York, NY, USA
Posted on Friday, November 3, 2023

Head of Wealth Technology

New York, New York Technology Job ID R14618

The Head/Lead Delivery – Wealth Technology will be responsible for a broad and critical technology portfolio that enables the wealth management business at MassMutual.  As part of the Distribution Technology and Data Science leadership team you will partner with your peers to deliver exceptional technology solutions for MassMutualThis individual will leverage their process-driven, analytical, technical, and financial management skills to create and maintain solutions, which include defining, designing, developing, implementing, and maintaining solutions, in a rapid, iterative project delivery environment.

They will lead a team in partnering with business counterparts to understand their needs and drive forward innovative, scalable, and robust solutions.

As the lead of this function, you will have the opportunity to:

  • Develop a holistic reporting and analytics capability that enables leaders throughout the company to make data-drive decisions regarding the wealth business

  • Establish a robust architecture and associated delivery roadmap for the wealth technology ecosystem

  • Work with new and existing partners to deliver a best-in-class wealth platform

  • Develop digital solutions that drive forward our enterprise digital transformation

  • Foster an inclusive culture that values engineering excellence and innovation

The Team

The Wealth Technology team consists of developers, architects, engineers, analysts, BI Developers, and project managers focused on delivering software solutions through waterfall and agile methodologies. 

The Impact:

Business & Technology Strategy Alignment

  • Partner with business leaders in the establishment and growth of programs enabling business growth, cost optimization, and/or resolution of business problems through the use ofappropriate technology solutions.

  • Become and remain well versed in wealth management process related challenges across the organization.

  • Collaborate with product owners, business leadership, architects, developers and vendors to ensure program strategy and execution align with business needs.

  • Support customer engagement, financial management, sustainable business growth, profitability, compliance, and operational efficiencies through effective application of solutions.

Technical Alignment

  • Work with the Enterprise Architecture team to ensure appropriate patterns are implemented.

  • Ensure all solutions are secure and aligned to all security and compliance requirements.

People & Program Management

  • Select, manage, develop, coach, and motivate staff members.

  • Contribute to the development of financial and resource planning needed to achieve department business objectives.

  • Raise risks and issues and serve as primary point of escalation.

  • Remove barriers to enable the team to complete objectives, drive and influence decisions.

  • Effectively collaborate and create alignment across technology and business teams to deliver complex technical solutions.

General Leadership

  • Operate independently on multiple program tasks of varied complexity.

  • Support and drive change management of existing processes.

  • Stay abreast of emerging trends in technology and the external environment.

The Minimum Qualifications

  • Bachelor's degree in information technology, Computer Science or related field. 

  • Series 99 licensed or the ability to become so.

  • 10+ years of related experience with at least 5+ years of IT leadership, business unit, or other leadership experience and may have significantly more. 

  • 5+ years' experience in wealth management.

  • Proven ability to translate business strategy into cohesive technology strategy and corresponding delivery roadmaps.

  • Proven ability to successfully manage large vendor relationships.

  • Deep technical knowledge in application development.

  • Cloud and modern/emerging technology product experience (AWS, CRM, data analytics, robotics and automation).

  • Identifiable track recordof leading/driving key initiatives working with cross functional teams to successfully implement critical business projects, problem solutions, and continuous improvement efforts.

  • Must be authorized to work in the US without sponsorship now or in the future.

The Ideal Qualifications

  • Comfortable working in ambiguity, capable of establishing and growing functions and teams from the ground up

  • Proficient with project management tools and techniques, such as Jira, Confluence, Microsoft Project, Scrum and Kanban


MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Salary Range: $172,000.00-$225,700.00 Apply