Director, Lead Business Technology Partner – Wealth Management - AlTi Global : Job Details

Lead Business Technology Partner – Wealth ManagementLead Business Technology Partner – Wealth ManagementAlTi Tiedemann Global provided pay range

This range is provided by AlTi Tiedemann Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$165,000.00/yr - $190,000.00/yr

Direct message the job poster from AlTi Tiedemann Global

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.

Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.

We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

To learn more visit alti-global.com.

Job Description

The Lead Business Technology Partner – Wealth Management will support the Head of Global Wealth Management Technology in driving strategic technology initiatives across the business. This role will focus on business process design, systems analysis, and M&A integration efforts. The successful candidate will play a critical part in delivering scalable technology solutions and building the foundations for enterprise-wide transformation. This is a high-visibility role with the opportunity to grow into a leadership position within the team.

Job Responsibilities

• Collaborate with stakeholders across global wealth management teams and connected business units to gather and document requirements for technology and process improvement initiatives
• Analyse existing systems, processes, and data flows to identify opportunities for simplification, automation, or integration
• Create functional specifications, process maps, and data models to support solution design
• Contribute to system selection, vendor assessments, and implementation planning, especially in post-acquisition scenarios
• Support testing, rollout, and change management activities across transformation projects
• Help coordinate offshore and onshore technical resources, ensuring alignment with business needs and delivery timelines
• Document procedures, workflows, and user guides for system adoption and operational use
• Assist in tracking KPIs and reporting on project progress, risk, and stakeholder alignment
• Over time, take ownership of critical initiatives and act as a deputy to the Head of Technology

Qualifications

• 10 years+ experience years of experience driving digital transformation implementations for financial services businesses as a business analysis, business systems analyst, or similar role
• Experience working on systems implementations, process design, or enterprise transformation programs
• Strong documentation and communication skills with the ability to translate business needs into functional requirements
• Understanding of data structures, business workflows, and systems integration concepts
• Ability to manage ambiguity and break down complex problems into actionable steps
• Demonstrated ability to work independently while collaborating with technical and non-technical stakeholders
• Experience in wealth management, financial services or asset management required, wealth management strongly preferred
• Experience working with platforms such as Salesforce, Addepar, or similar is a strong bonus
• Exposure to agile or hybrid project delivery models is required
• A growth mindset and strong interest in developing leadership and strategy capabilities over time
• Highly adaptable and able to navigate multiple priorities

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionInformation Technology

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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