Role Overview:

The Vice President for AI/Data/Portfolio Analytics will drive the development of innovative, AI-enabled, data-driven solutions tailored for the wealth management segment. This role will focus on leveraging advanced analytics to improve client outcomes and operational efficiency.

Key Responsibilities:

• Design and implement AI/data solutions that address wealth segment needs, including insights, automation, and client reporting enhancements.
• Partner with internal teams and external vendors to explore and test new technologies, ensuring alignment with strategic goals.
• Lead proof-of-concept projects to validate AI and data capabilities, focusing on real-world applications and scalability.
• Translate business requirements into technical solutions, bridging the gap between strategy and execution.
• Manage data governance and ensure compliance with industry standards and regulations.

Qualifications:

• 10+ years of experience in data management, portfolio analytics, and technology solutions for financial services.
• Data architecture and management experience: Comprehensive understanding of data pipelines, database integration, and compliance requirements to ensure robust and scalable AI-enabled solutions.
• Expertise in applying AI and advanced analytics in the wealth management space.
• Strong problem-solving, communication, and technical skills.
• Proven ability to lead cross-functional teams and deliver innovative solutions.
• Background in data science or related fields; demonstrated interest or certifications in AI/ML tools or methodologies are a plus.
• CFA, CIPM, or similar certifications preferred.

What We Offer:

• Competitive benefits package.
• Opportunities for professional development and career advancement.
• Inclusive culture and employee networks for support and connection.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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