SVP, Digital Solutions

Job Description

Job Description

SVP, Digital Solutions

Summary

The SVP of Digital Solutions will set the strategic product vision and lead the evolution of advisor and client-facing digital platforms. This role is accountable for defining product strategy, managing the full product lifecycle, and collaborating across the enterprise to deliver innovative solutions that enhance advisor productivity, strengthen client engagement, and support key business priorities. The position requires a balance of strategic leadership and hands-on execution, driving modernization, fintech integration, and adoption of next-generation wealth management technologies.

Responsibilities

• Define and execute the digital product vision, strategy, and multi-year roadmap for advisor and client-facing platforms.
• Lead the full lifecycle of digital solutions, from research and business case development through design, build, testing, launch, and adoption.
• Deliver digital tools that support financial planning, onboarding, advisor dashboards, client portals, portfolio reporting, eDelivery, mobile experiences, eSignature, robo-advice, and workflow automation.
• Modernize legacy systems and oversee third-party vendor integrations, including fintech and custody partners.
• Partner cross-functionally with technology, operations, marketing, compliance, and customer experience teams to ensure alignment and execution.
• Incorporate customer feedback, data analytics, journey mapping, and voice-of-customer insights into product design.
• Provide regular updates to executive leadership, shaping digital initiatives in line with business objectives.
• Lead, mentor, and develop product teams; foster a high-performing, user-centric, and data-driven culture.
• Measure success through advisor adoption, client satisfaction, asset growth, and contribution to retention and recruiting.

Requirements