Vice President, Strategic Initiatives
Allworth FinancialDallas, Texas, United States • Sacramento, California, United States
Posted August 11, 2025
Full Time
About the Company
Allworth Financial offers comprehensive wealth management services, including retirement planning, investment advising, 401(k) management, and estate planning. Our client-centric approach ensures that you receive personalized attention from fiduciary financial experts who are motivated to serve your best interests. We leverage industry-leading tools to optimize your wealth across all aspects, providing a distinct advantage in the modern investment landscape.
Job Description
Allworth Financial is seeking a dynamic Vice President, Strategic Initiatives to lead cross-functional initiatives that drive technological innovation and operational excellence within the firm. This role focuses on bridging the gap between technology, marketing, financial services, and leadership, delivering value through solutions that scale. The company is a fast-growing, private equity-backed firm serving the retirement planning, investment advising, and 401(k) management sector.
Requirements
- Strong experience in software engineering and architecture
- Expertise in Salesforce FSC (Financial Services Cloud)
- Experience in automation and data transformation tools
- Deep understanding of the Financial Services business
Benefits
- Medical
- Dental insurance
- Vision insurance
- Healthcare savings accounts
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Paid time off
- Holidays
- Equity Purchase Program
