Head of Client Technology - Investment Management at McCabe & Barton in Charlotte, North Carolina

Posted in Other about 4 hours ago.

Type: full-time





Job Description:

Head of Client Technology

A leading global investment manager with a presence across major financial hubs and over $400bn in assets under management is seeking a Head of Client/Distribution Technology to lead the development of its next-generation Distribution platform. This high-impact role blends strategic leadership with technical expertise, focusing on Salesforce and other SaaS solutions to enhance collaboration, analytics, and reporting.

The successful candidate will oversee a talented technology team, driving innovation and ensuring the organization's technology landscape supports its ambitious business objectives.

Location(s): Boston, MA; Charlotte, NC; Menomonee Falls, WI; Milwaukee, WI

Work Model: Hybrid (3 days in-office per week)

Key Responsibilities:

- Lead the design, development, and optimization of Salesforce-based solutions, including Sales Cloud, Service Cloud, Marketing Cloud, Tableau Server, and CRM Analytics.

- Develop and implement a comprehensive Salesforce strategy, ensuring scalability, security, and adherence to best practices.

- Manage solution architecture, custom development, integrations, and platform maintenance.

- Champion continuous platform enhancements to improve performance and user experience.

- Provide leadership and mentorship to the technology team, fostering innovation and collaboration.

- Engage with stakeholders to align technology initiatives with organizational goals.

Required Qualifications:

- Bachelor's or Master's in Computer Science, IT, or a related field.

- 10+ years of experience in Salesforce platform development and administration.

- Proven track record in leading large-scale Salesforce projects.

- In-depth knowledge of Salesforce architecture and associated tools.

- Salesforce certifications (e.g., CTA, Application Architect) are highly desirable.

- Experience with Agile methodologies and DevOps practices.

Preferred Qualifications:

- Experience with Optimizely or similar digital experience platforms.

- Proven success in distributed work environments.

- Knowledge of the asset management industry is advantageous.

This is an exceptional opportunity for a visionary leader to join a prestigious organization and play a pivotal role in shaping its technology ecosystem while driving business success.
More jobs in Charlotte, North Carolina

Other
6 minutes ago

Thomas & Hutton
Other
7 minutes ago

Thomas & Hutton
General Business
9 minutes ago

Jackson Hewitt
More jobs in Other

Other
less than a minute ago

Total Quality Logistics
Other
less than a minute ago

Intrepid
Other
less than a minute ago

Intrepid