Head of Strategic Technology Delivery

Choreo · Charlotte

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OPENING SUMMARY

Choreo is building new technology capabilities to scale how it serves advisors and clients. The Head of Strategic Technology Delivery will be the senior delivery leader for that buildout, taking it from strategy through delivery to adoption. This is a well-rounded leadership role, bringing experience across technology, solution engineering, product leadership, security, and digital strategy, along with advisor- and client-facing experience. They act as a trusted partner to business and technology executives and turn advisor and client needs into secure, scalable solutions, resilient operations, and measurable business outcomes.

The role owns end-to-end delivery across the areas that matter most to advisors: core advisor-facing technology, core advisor workflows, and cybersecurity. It also owns enterprise-level decisions for AI and supports the firm's AI Automation, AI Data Enablement, and AI Use Case work.  Deliver the technology buildout: From roadmap to production with clear sequencing, accountability, and measurable milestones. Modernize security and access: Ensure advisors have secure, uninterrupted access to the technology they rely on. Connect strategy to execution: Align business, product, and technology leaders on priorities, tradeoffs, and outcomes. Drive adoption and value: Make sure what we build is adopted by advisors and measurably improves their experience and the client experience.

The Head of Strategic Technology Delivery is the delivery lead for Product Engineering. Strategic Technology Delivery owns the integrated delivery, enterprise-level technology decisions, product and solution design, security and resilience, and the stakeholder alignment that makes the buildout succeed.

Primary Responsibilities:

Technology Strategy & Delivery Leadership

• Lead end-to-end technology delivery for Choreo's new technology buildout.
• Own the integrated delivery roadmap, sequencing, dependencies and milestones across Technology,

Product, Operations, and Wealth Management

• Set the delivery operating model: governance, planning cadence, status reporting, risk and issue management, and clear decision rights.
• Balance new strategic delivery against the stability and support of existing core advisor systems.

AI Strategy & Engineering Partnership

• Own enterprise-level decisions for AI: investment priorities, sequencing, build-vs-buy and vendor selection, technology standards, and how AI capabilities are rolled out across the firm.
• Lead AI Automation, AI Data Enablement, and AI Use Cases from the delivery and product side. Prioritize use cases by measurable value, secure sponsorship, and drive adoption.
• Partner with the Head of AI and Data Engineering as the delivery counterpart.
• Turn business priorities into delivery plans the engineering team can execute, while engineering owns architecture, design, and the build.

Product Leadership & Solution Engineering

• Lead product strategy for core advisor-facing technology and workflows.
• Define the product vision, prioritize the backlog, and tie every investment to measurable advisor and business outcomes.
• Apply solution engineering discipline to turn advisor, client, and business needs into clear solution designs, requirements, and build-vs-buy recommendations.
• Lead vendor and partner evaluation for technology capabilities and integrations, together with Firm Operations and vendor management.

Cybersecurity, Identity & Authentication

• Sequence migrations to reduce risk, coordinate across Technology, Operations, Wealth, and vendors, and keep advisors and clients from being disrupted.
• Strengthen authentication controls across the enterprise, including conditional and risk-based access, and privileged access controls, in line with modern identity standards.
• Build resilience into identity and access so advisors keep reliable access to critical systems. This includes redundancy, failover, break-glass procedures, and tested recovery plans.
• Track security posture and modernization progress with clear metrics, and report risk, remediation, and milestones to executive leadership.

Operational Resilience & Controls

• Lead delivery for a highly scalable, resilient, cloud-based advisor/client technology ecosystem with multi-region support, defined SLOs/SLAs, disaster recovery, and tested failover.
• Keep technology, security, and operational risk visible as standing risk register items with named owners and remediation plans.

Executive Partnership & Stakeholder Alignment

• Serve as a trusted partner and translator between the C-suite, business leaders, advisors, and engineering teams.
• Turn strategy into delivery plans and technical tradeoffs into clear business decisions.
• Present to executive leadership and the Technology/AI Subcommittee on technology strategy, AI priorities, delivery progress, security posture, and outcomes.

Talent, Teams & Culture

• Build and lead high-performing, cross-functional teams across delivery, product, and solution engineering. Set the hiring bar, team structure, and performance expectations.
• Build a collaborative culture of ownership, accountability, and shared success across Technology.

Basic Qualifications:

• 15+ years in wealth management and financial technology, with leadership experience across technology, product, solution engineering, product leadership, and digital strategy.
• Extensive advisor- and client-facing experience.
• Background in enterprise sales and solution engineering is strongly preferred.
• Direct experience leading end-to-end solutions across Information Security, core advisor workflows, and core advisor-facing systems.
• Direct experience leading technology delivery for a highly scalable, resilient, cloud-based advisor/client technology ecosystem with multi-region support and a proven record of high uptime.
• A proven record leading cybersecurity modernization, including phased retirement of legacy systems and rollout of stronger authentication controls without disrupting advisor or client access.
• Experience owning enterprise-level decisions for AI or other emerging technology. This includes prioritizing use cases, choosing between building and buying, and governing rollout in a regulated firm, in partnership with engineering leaders.
• A proven record of leading large, multi-year technology buildouts or modernizations from strategy through delivery and adoption.
• Deep knowledge of the wealth management domain: advisor workflows, client onboarding and servicing, portfolio management and reporting, custodial integrations, and client data.
• Strong product leadership skills: setting product vision, prioritizing against business outcomes, and delivering solutions advisors adopt.
• Experience working in compliance-constrained environments, with comfort delivering security controls, entitlements, and audit trails.
• Recognized as a trusted partner to business and technology executives.
• Skilled at executive storytelling, building alignment, and influencing across organizational lines.
• Proven ability to develop talent, build high-performing teams, and foster a collaborative culture grounded in shared success.
• Experience at an RIA, wealth manager, broker-dealer, custodian, or wealth technology provider during a major technology buildout or scaling phase.
• Bachelor's degree in Engineering, Business, or a related field. MBA or other relevant product, security, or cloud certifications.

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