Chief Information Officer (CIO), Client Platform Greater New York City, NY Area + 1 more

The Company is seeking a Chief Information Officer to lead technology strategy, architecture, engineering, and delivery for its client platform. The role translates business outcomes into scalable technology capabilities, partnering with product owners and business leaders while remaining accountable for delivery quality and timelines. Key priorities include enabling wealth and intermediary distribution, developing AI-powered client engagement, and building integrated client data and platform capabilities. The CIO will also oversee marketing and servicing technology partnerships, technology investment governance, risk and controls, and vendor relationships. Candidates should have a strong record leading large, client-facing technology organizations, ideally across institutional and wealth or intermediary distribution. Direct experience with wealth technology ecosystems, advisor tools, platform integrations, and personalization at scale is important, along with the ability to lead engineering and delivery in partnership with product owners. Applicants should bring experience deploying AI in client-facing workflows, knowledge of asset management data and private-market servicing, and strong communication, negotiation, and stakeholder-management skills. Vendor management and large-scale contract negotiation experience are also required; familiarity with leading CRM, marketing, and client-servicing technologies is an advantage.

Hiring Company

Wellington Management