Vice President, Strategic Initiatives

Allworth 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 with a salary range of $150-$180K annual salary. This position will be in our Folsom, CA, Addison, TX, Cincinnati, OH office or working remote.

Key Responsibilities

• Lead 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 execution
• Actively 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 Development
• Evaluate, 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.
• Find 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 & Scaling
• Support 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 & Qualifications

Technical & Functional

Strategic & Operational

Preferred Background

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 :

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.

Interested in building your career at Allworth Financial? Get future opportunities sent straight to your email.

Apply for this job

indicates a required field

First Name

Last Name

Email

Phone

Resume / CV

Enter manually

Accepted file types : pdf, doc, docx, txt, rtf

Enter manually

Accepted file types : pdf, doc, docx, txt, rtf

LinkedIn Profile

Website

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Allworth Financial's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows :

A "disabled veteran" is one of the following : a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04 / 30 / 2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04 / 30 / 2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov / ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your "major life activities." If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to :

Disability Status Select...

PUBLIC BURDEN STATEMENT : According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

J-18808-Ljbffr