Head of Technology Solutions & Transformation

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Janney is seeking a Head of Technology Solutions & Transformation to lead consultative technology solutioning and digital transformation across the firm. This executive will work side by side with the Chief Product Officer, business leaders and end users to understand the problems that matter most, shape the desired experience, and determine how technology can best enable the outcome.

The Head of Technology Solutions & Transformation leads a lean core team of Solution Architects and Digital Transformation specialists and operates through a highly matrixed model, drawing in expertise from Enterprise Platforms, Enterprise Architecture & Engineering, Data, Cybersecurity, Technology Operations, UX, Product and strategic partners as required. The goal is not to build a large centralized architecture organization; it is to bring the right expertise to the problem at the right time.

This organization owns the front end of technology transformation: discovery, product and experience solutioning, protocycling, rapid validation, solution options, build-buy-partner recommendations and progression through product design gates. It helps Janney make better technology decisions earlier - before requirements harden, vendors are selected, or significant engineering capacity is committed.

This is a highly visible, hands-on leadership role. The successful candidate will combine deep wealth-management knowledge, executive consulting skills, product thinking, technology fluency and enough architectural depth to turn ambiguous business challenges into coherent, actionable solution strategies.

What You'll Do

Lead Technology Transformation & Consultative Solutioning

• Serve as the senior technology transformation advisor to the Chief Product Officer, CIO, business executives and product leaders, engaging while problems and opportunities are still being framed.
• Translate business strategy, advisor/client needs and operational challenges into technology-enabled transformation opportunities and solution concepts.
• Lead cross-functional discovery that considers people, process, experience, data, platforms, AI, automation and technology together rather than jumping immediately to a system or vendor.
• Frame solution alternatives, tradeoffs, dependencies, risks, economics and implementation implications in language executives and product leaders can act on.
• Challenge assumptions constructively and help teams simplify the problem before adding technology complexity.
• Maintain strong knowledge of wealth-management capabilities, workflows and market trends so recommendations reflect both Janney's needs and what is possible in the market.

Own Protocycling & Product Design Gates

• Establish protocycling as a lightweight, repeatable capability for rapidly exploring, visualizing and validating product and technology concepts before full-scale delivery.
• Use prototypes, wireframes, workflow simulations, AI-assisted design and targeted technical spikes to make ideas tangible and test key assumptions early.
• Partner with Product and UX to validate advisor, client and employee experience concepts with end users before significant engineering investment is made.
• Define the solution artifacts and evidence required to progress through product design gates, keeping governance rigorous but lightweight.
• Ensure initiatives enter delivery with a clear problem statement, target experience, capability model, solution direction, major dependencies, platform implications and measurable outcomes.
• Use learnings from protocycling to stop, reshape or accelerate ideas early - reducing downstream rework and sunk cost.

Shape End-to-End Solution Strategy

• Develop end-to-end solution strategies that connect user experience, business process, enterprise platforms, data, integration, AI/automation, security and operating considerations.
• Determine whether needs are best addressed through an existing strategic platform, configuration, integration, workflow automation, AI/agentic capability, custom engineering, vendor solution or combination of approaches.
• Lead build-buy-partner analysis and make clear recommendations based on differentiation, time to value, economics, risk, maintainability and strategic fit.
• Partner with the Head of Enterprise Platforms to maximize use of capabilities Janney already owns before introducing redundant technology.
• Partner with the Head of Enterprise Architecture & Engineering to ensure validated solution concepts can be industrialized through enterprise architecture, Azure/cloud-first modernization, application refactoring, APIs/middleware, and production AI/Agentic engineering within enterprise standards.
• Partner with Data and Cybersecurity early so trusted data, identity, entitlements, recordkeeping, privacy and controls are designed into the solution rather than added later.

Lead a Lean, Matrixed Solutions Organization

• Build and lead a small, high-caliber core team of Solution Architects and Digital Transformation specialists focused on high-value discovery and solution design.
• Create a matrixed solutioning model that pulls the right expertise from Platforms, Engineering, Data, Security, Technology Operations, Product, UX and strategic partners for each initiative.
• Set clear technical and solution direction for matrixed teams without requiring all contributing architects and specialists to report directly into the function.
• Develop reusable solution playbooks, capability maps, reference journeys and decision frameworks that make future solutioning faster and more consistent.
• Create a consulting culture built on curiosity, business fluency, end-user empathy, pragmatic judgment and concise executive communication.
• Measure the team's value through better decisions, faster validation, reduced rework, improved experiences and business outcomes - not through architecture review volume.

Bring the Outside Market In

• Maintain an informed view of the wealth-management technology ecosystem, emerging fintech capabilities and relevant practices across leading financial institutions.
• Partner with Enterprise Platforms and Procurement on vendor discovery and strategic market assessments when existing capabilities cannot meet the need.
• Use external benchmarks, demonstrations, proofs of concept and vendor capabilities to challenge internal assumptions and accelerate solution design.
• Evaluate emerging AI and automation capabilities for their potential to transform advisor, client and employee experiences, while partnering with Enterprise Architecture & Engineering and Security on technical viability and controls.
• Build relationships with strategic technology partners that give Janney early insight into roadmaps and innovation relevant to the firm's priorities.

Use AI as a Core Solutioning Tool

• Use enterprise AI tools as everyday accelerators for research, ideation, journey analysis, solution alternatives, prototypes, wireframes, market scans and first drafts of solution artifacts.
• Help Product and business teams understand where AI, automation and Agentic capabilities can materially redesign workflows rather than simply automate existing steps.
• Apply human judgment to everything AI helps produce; AI-generated analysis and prototypes are inputs to expert decision-making, not substitutes for accountability.
• Partner with Enterprise Architecture & Engineering, Data and Security to move promising AI and Agentic concepts from protocycle or prototype into governed, production-ready capabilities.

What You'll Bring

Required Qualifications

• 12+ years of progressive experience across solution architecture, technology strategy, digital transformation, product technology, enterprise architecture or technology consulting, including significant senior leadership responsibility.
• Deep knowledge of wealth management and wealth technology, including advisor and client workflows, brokerage, clearing and custody, managed accounts, portfolio construction/performance, onboarding and service operations.
• Demonstrated track record as a trusted advisor to business and product executives, with the ability to shape ambiguous problems before a solution has been selected.
• Strong solution-architecture breadth across enterprise platforms, SaaS, APIs/integration, data, cloud, digital experience, workflow automation and modern AI capabilities.
• Experience leading product discovery, design thinking, prototyping, proofs of concept or similar rapid-validation approaches.
• Strong build-buy-partner judgment and experience evaluating technology platforms, vendors and strategic partners.
• Ability to synthesize business, user, technology, financial and risk considerations into clear solution recommendations and executive-level narratives.
• Proven ability to lead highly matrixed teams and influence architects, engineers, product leaders, data teams, security professionals and vendors without direct authority.
• Hands-on comfort with modern enterprise AI tools and the judgment to use them responsibly in analysis, design and prototyping.

Preferred Qualifications

• Experience in a wealth manager, broker-dealer, private bank, custodian, fintech or consulting organization serving wealth-management clients.
• Experience shaping advisor or client digital experiences and enterprise transformation programs from strategy through implementation.
• Familiarity with major wealth and enterprise platforms such as BetaNXT, Vestmark, Salesforce, ServiceNow, Microsoft/Azure or comparable ecosystems.
• Experience with AI-enabled wealth workflows, Agentic AI concepts, workflow automation and enterprise data products.
• Familiarity with the regulatory and supervisory environment for broker-dealers and registered investment advisers, including recordkeeping, entitlements, privacy and exam readiness.
• Experience operating within product-development and portfolio-governance models that use formal discovery/design gates before delivery investment.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.