Assistant Director, Wealth Platform Solutions

About the role

• Assistant Director, Wealth Platform Solutions
• Location: Denver, CO (In-Office)
• Job Type: Full-Time Exempt

Salary

$108,000 - $156,200/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 11/30/2026.

Who We're Looking For

• You are a strategic leader who is passionate about improving client and associate experiences through innovation, process improvement, and technology solutions.
• You excel at building cross-functional partnerships, translating business needs into scalable solutions, and balancing strategic priorities with execution.
• You enjoy leading complex initiatives, influencing stakeholders, and creating meaningful improvements that drive growth, efficiency, and exceptional client outcomes.

About the Role

The Assistant Director, Wealth Platform & Solutions is responsible for advancing the Wealth division's client and associate experience through the development and execution of strategic platform, product, digital, and process initiatives. The role leads cross-functional efforts to simplify how clients engage with the organization, including the Frictionless Client Experience and the Wealth Digital Experience strategy.

This position also drives process design and operating model improvements across Wealth profit centers, translating business needs into scalable, efficient solutions. Working across Wealth, Technology, Operations, and other key partners, the role helps ensure the Wealth platform continues to evolve in support of growth, client experience, and operational excellence.

What You'll Do

• Lead strategic client experience initiatives from concept through implementation, including the Frictionless Client Experience, identifying opportunities to remove complexity and improve the end-to-end client journey.
• Serve as a product leader for the Wealth platform, translating client, associate, and business needs into clear requirements, priorities, solutions, and implementation plans.
• Lead process design and continuous improvement across Wealth profit centers, creating scalable processes, standards, and workflows that improve consistency, efficiency, and the client experience.
• Partner cross-functionally with Wealth, Technology, Operations, Risk, Compliance, Marketing, and other stakeholders to evaluate solutions, establish requirements, manage dependencies, and successfully execute strategic initiatives.
• Develop and manage the Wealth platform roadmap, helping prioritize competing initiatives based on strategic alignment, client and associate impact, business value, risk, and implementation complexity.
• Establish measurement and feedback mechanisms to assess adoption, effectiveness, and client/associate outcomes, using insights to continuously improve the Wealth platform and experience.

What You Bring

• Bachelor's degree in Business, Finance, or related field required.
• Master's degree in Business, Finance, or related field preferred.
• 5-7 years in a product role, high degree of execution ownership required.
• 3-5 years supervisory role with people management experience required.
• Strong knowledge of product management and product development principles, including discovery, requirements definition, prioritization, roadmap development, implementation, adoption, and continuous improvement.
• Understanding of wealth management products, services, client journeys, and operating models, with the ability to connect client needs to platform and process solutions.
• Demonstrated ability to design and improve end-to-end client and associate experiences, identifying friction points and translating them into actionable solutions.
• Strong strategic thinking and prioritization skills, including the ability to evaluate initiatives based on client impact, business value, risk, effort, and strategic alignment.
• Working knowledge of digital wealth platforms, CRM systems, workflow technology, client portals, and related wealth technology, with the ability to evaluate how technology can improve the client and associate experience.

What We Offer

• Competitive base salary: $108,000 - $156,200/YR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including:
• Health savings accounts (HSA)
• Flexible spending accounts (FSA)
• Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

We expect our people to

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what's right-always.

If that sounds like you, you'll fit right in.

Region A Pay Range

Pay Range $108,000 - $156,200 USD