Vice President, Strategic Initiatives

Join to apply for the Vice President, Strategic Initiatives role at Allworth FinancialJoin to apply for the Vice President, Strategic Initiatives role at Allworth FinancialAllworth Financial (www.allworthfinancial.com) 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 2022.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 ResponsibilitiesProject Leadership & ExecutionLead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A needs.Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools.Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and executionActively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation.Work closely with the financial services group and Analytics team.Technical Innovation & Hands-On DevelopmentEvaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low-code platforms) including automation.Work hands-on when necessary — writing proof-of-concept code, creating technical documentation, or leading architecture design.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.Platform Strategy & IntegrationFind creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization.Have a strong focus of efficiency, scalability, security and adherence to compliance standards.Partner with Marketing, Service, advisors and Client Experience teams to co-implement technology-backed growth strategies.Infrastructure & ScalingSupport the infrastructure team to select and deploy internal and client-facing tools that is scalable, secure, and efficient.Leverage third party service providers and offshore vendors for expertise.Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency.Essential Skills & QualificationsTechnical & FunctionalStrong experience in software engineering and architecture (e.g., full-stack development, APIs, system integrations), project management and business analysis.Expertise in:Salesforce FSC (Financial Services Cloud) preferred.HubSpot, Regal.io or other dialers, Tamarac or other Portfolio accounting systemsData transformation/migration tools, Synapse or Microsoft Fabric data systemsAI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks)Workflow automation (Zapier, Mulesoft, custom API integrations)Strategic & OperationalProven track record of leading transformative cross-functional projects.Experience supporting technology needs during mergers and acquisitions, especially data conversion and onboarding.Deep understanding of RIA or financial services business is mandatory.Leadership & CollaborationHighly communicative and capable of translating complex technology into business value.Leadership experience in matrixed environments — able to influence without direct authority.Curiosity-driven and comfortable navigating ambiguity.Preferred BackgroundMinimum bachelor's in Computer Science, Engineering, or related field.10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role5+ years experience in a similar role implementing transformative technical advancements.BENEFITSWe value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt associates qualify for our flexible paid time off policy.Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase ProgramFuture growth opportunities within the companyIn 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. Click here for more information.California residents, click here for our privacy policy.Seniority levelSeniority levelExecutiveEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesReferrals increase your chances of interviewing at Allworth Financial by 2xGet notified about new Vice President Strategic Initiatives jobs in Dallas, TX.Regional Vice President, New Business (Central)Vice President, Clinic Operations (Remote Texas - DFW)Dallas, TX $150,000.00-$180,000.00 5 days agoDallas-Fort Worth Metroplex $270,000.00-$310,000.00 5 days agoThe Colony, TX $195,000.00-$215,000.00 5 hours agoNational Vice President, Content and Channel StrategyWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr