Executive Vice President - Advisor Wealth Experience and Platforms

Role Summary

On behalf of our client - a large, established independent wealth management firm based in Topeka, KS - The Well is seeking an Executive Vice President of Advisor Wealth Experience and Platforms. This is a newly created, senior-level leadership role designed to bring centralized ownership and strategic vision to the firm's wealth management technology and platform ecosystem. The EVP will serve as the single point of accountability for platform strategy, acting as a cross-functional leader internally and as the trusted face of technology strategy externally to the firm's advisor community. This is a high-impact, high-visibility opportunity for a business-minded leader who understands the fintech and wealth management landscape and can drive alignment across a complex organization.

Core Responsibilities

• Own and lead the firm's overall wealth management systems and platform strategy, replacing a prior committee-based approach with a single, accountable strategic vision
• Serve as the central liaison between sales, operations, compliance, and technology teams on all platform and technology decisions
• Act as the external face of the firm's technology and platform strategy to financial advisors, building trust and credibility in the fintech space
• Evaluate, select, and manage relationships with technology vendors and platform partners
• Measure all technology and platform initiatives against the established strategic vision and defined outcomes
• Lead and develop a team of approximately 3-4 direct reports, including product owners currently embedded across various business divisions
• Bring together diverse internal voices and perspectives to drive alignment on technology strategy
• Communicate platform strategy clearly and persuasively to senior leadership, advisors, and cross-functional stakeholders
• Present complex strategic information to executive leadership and advisor audiences with clarity and confidence
• Collaborate cross-functionally with ops, compliance, sales, and technology teams to ensure strategy is executed effectively
• Identify opportunities to improve advisor experience through technology and platform enhancements
• Represent the firm's technology vision in external conversations with advisors and industry partners
  
  

Candidate Profile

Must-Haves

• Demonstrated experience in wealth management systems, platforms, or fintech - with a clear orientation toward the business side, not purely IT or engineering
• Ability to speak the language of technology while operating as a senior business leader
• Collaborative leadership style with a proven track record of bringing together diverse stakeholders and driving alignment
• Flexible, nimble thinker who can adapt strategy to varied advisor and business needs
• Decisive leader who can cut through complexity and move organizations forward
• Persuasive communicator with strong executive presence
• Willingness to relocate to Topeka, KS, or current residence in the Kansas City metro area
• Ability to present and communicate strategy effectively at the executive level, including formal presentations to senior leadership
  
  

Nice-to-Haves

• Experience working with independent financial advisors, RIAs, or hybrid wealth management firms
• Familiarity with the fintech vendor landscape in the wealth management space
• Prior experience managing product owners or cross-functional technology teams
• Current residence in Kansas City or the broader Midwest region
  
  

Compensation And Benefits

• Total compensation target: $300,000 - $400,000 all-in (base salary plus bonus component)
• Compensation structure is primarily base salary with a bonus component; specifics are flexible based on candidate experience and market
• Relocation package available (monetary payout; amount varies based on distance)
• The firm is open to discussing compensation above the stated range for candidates who bring exceptional experience and are willing to relocate
  
  

Work Environment and Culture

This firm is a large, well-established organization with over 1,000 employees operating under one roof in Topeka, Kansas. The culture is collaborative, energetic, and team-oriented - the firm takes its work seriously while also investing in a fun, engaging workplace. Teams celebrate together, support one another, and are united by shared core values around excellence and enjoyment of the work. Each division maintains its own team culture and traditions, while the broader organization comes together for company-wide events and activities. Leadership places a high value on in-person collaboration, and being part of the on-site community is central to how this firm operates and grows.