Technology & Digital Director responsible for leading strategic technology initiatives within senior programs in Supply IT. Aimed at enhancing service delivery and improving user experiences.
About the role
- Head of MDM leading strategy and implementation of enterprise MDM function for wealth management firm. Ensuring master data is accurate, consistent, and trusted across the organization.
Responsibilities
- Define and execute a forward-thinking MDM strategy that aligns with Cetera’s "Intelligence Engine" and broader digital transformation goals.
- Partner with authoritative data sources to identify domains and attributes that align with our enterprise architecture, positioning our MDM platform as the definitive System of Record (SOR).
- Design end-to-end MDM lifecycles—from onboarding and validation to stewardship and publishing—ensuring data is an asset, not a hurdle.
- Establish and enforce survivorship logic, hierarchy management, and data quality rules that maintain compliance while fostering innovation.
- Own the MDM technology stack, partnering with IT to select and optimize scalable tools that grow alongside our advisor network.
- Mentor a high-performing team of data stewards, fostering a culture of accountability and collaboration across the organization.
Requirements
- 10+ years in the data management trenches, with 5+ years leading MDM strategy in a complex, high-growth and heavily regulated environment.
- Deep expertise in MDM platforms and their integration with CRM/ERP systems.
- Proven ability to translate complex data concepts into business value, influencing stakeholders and driving the adoption of best practices.
- A passion for coaching and developing talent, ensuring your team is equipped to meet the needs of the modern wealth management landscape.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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