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Vice President of Strategic Initiatives

Allworth FinancialDallas, Texas, United States
Remote Full-time

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Experience Level

Mid to Senior

Qualifications

To excel in this role, candidates should possess:A strong background in financial services, technology, or related fields. Proven experience in leading strategic initiatives and managing cross-functional teams. Exceptional analytical and problem-solving skills. Excellent communication and interpersonal abilities. Experience with project management and agile methodologies. A passion for fostering innovation and driving results.

About the job

Allworth Financial (www.allworthfinancial.com) is a leading independent financial advisory firm dedicated to empowering individuals through expert retirement planning, investment advisory, and 401(k) management. Our client-centric approach ensures that we provide tailored financial solutions designed to meet both short-term and long-term investment objectives.

Founded in 1993 in Sacramento, California, Allworth Financial has grown into a multi-billion dollar, private equity-backed Registered Investment Advisor. We pride ourselves on being a fee-based, employee-focused fiduciary advisory firm, committed to prioritizing client well-being and education. Our continuous growth, driven by strategic acquisitions and organic expansion, has earned us accolades such as the “Circle of Excellence” award from the National Business Research Institute in 2021, recognizing our exceptional employee and client satisfaction. Additionally, we were recognized as one of Barron’s Top 40 RIAs in 2024.

SUMMARY:

We are looking for an innovative and collaborative Vice President of Strategic Initiatives to spearhead cross-functional projects that drive technological advancements and operational efficiency across our organization. This pivotal role will connect software engineering, infrastructure, marketing, financial services, and leadership, focusing on scalable solutions that deliver value.

In this hands-on position, you will architect and implement transformative initiatives, from AI-driven automation to system integrations that enhance client acquisition and experience. We seek a technically adept leader with a vision for project execution and a curious mindset.

This is a full-time exempt position, either in one of our offices or remote.

About Allworth Financial

Allworth Financial is an esteemed investment advisory firm focused on delivering personalized financial planning and investment strategies. Our commitment to client education and well-being sets us apart as a leader in the financial services industry.

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