Chief Financial Officer (Dallas)

Posted: 07-Jul-26. Location: Dallas, Texas. Type: Full Time. Categories: Business Office, Facilities, Human Resources. Ursuline Academy of Dallas is committed to providing equal opportunity regarding its employment practices, including selection, hiring, promotion, transfer and compensation to all qualified applicants and employees without regard to age, race, diversity, sex, national origin, marital status, religion, disability/handicap or any other protected status in accordance with the requirements of all federal, state and local laws unless a particular status protected by federal, state or local laws contradicts or is inconsistent with the religious mission and moral standards of the School as determined by the School, its Sponsor, the Diocese of Dallas, and/or the Catholic Church. Chief Financial Officer Ursuline Academy of Dallas, an independent Catholic college preparatory school for young women, invites nominations and applications for the position of Chief Financial Officer (CFO). Infused by the spirit of Serviam – “I will serve” – this is an exceptional opportunity for a mission-driven financial leader to join a distinguished institution rooted in the Ursuline tradition of academic excellence, service, and leadership. The CFO serves as a key member of the administrative leadership team, providing strategic oversight of all financial operations and aligning resources with the Academy’s mission and long-term priorities. Reporting directly to the President, Dr. Andrea Shurley – in her third year in the role – the CFO also supports the Board of Trustees and plays a leadership role in matters related to the Ursuline Academy Foundation. Ursuline Academy operates from a position of strength. The school recently completed a transformative $80 million capital campaign that has significantly enhanced the campus through new construction and major renovations, including upgraded academic, performing arts, and athletic facilities. These investments have positioned the Academy to deliver an exceptional educational experience while supporting continued growth and programmatic excellence. At a time of continued institutional momentum, Ursuline seeks a collaborative and forward-thinking leader who can steward its financial resources, strengthen operational systems, and support the Academy’s ongoing commitment to empowering young women to lead and serve. This is a unique opportunity to reinforce a strong financial and operational foundation while helping to shape the next chapter of Ursuline Academy’s growth and impact. The Successful CFO At Ursuline Will Be A: Strategic Architect who aligns financial planning with mission and long-term institutional goals, including campus expansion, capital investment, and sustained enrollment-driven growth. Trusted Advisor who provides clear, actionable financial insights to the President and Board, supporting a governance structure that includes both Academy and Foundation boards and multiple committees. Collaborative Partner who builds strong relationships across a close-knit leadership team and supports department leaders in a highly relational, mission-centered school environment. Operational and Systems Leader who drives process improvement and leads the modernization of financial systems, enhancing efficiency, data access, and cross-functional integration. Organizational Leader who inspires and develops a loyal, high-performing team across finance, human resources, and operations, fostering a culture of service, accountability, and continuous improvement. Campus Steward who provides strategic oversight of facilities, security, and auxiliary operations, while contributing to long-term planning for newly acquired property and future campus development. Mission-Aligned Leader who embraces the spirit of servant leadership and reflects Ursuline’s values in decision-making, leadership style, and engagement with the school community. About Ursuline Academy Of Dallas Ursuline Academy of Dallas serves more than 900 young women in grades 9–12. As the only all-girls Catholic college preparatory high school in the Dallas area, Ursuline offers a distinctive educational experience that emphasizes academic excellence, leadership development, faith, and personal growth. The Academy delivers a rigorous and highly personalized academic program. Ursuline complements its strong academic foundation with robust programs in the arts, athletics, leadership, and community engagement, creating a well-rounded student experience. Grounded in a strong sense of community and supported by a dedicated faculty, staff, and engaged Board of Trustees, Ursuline continues to build on a position of institutional strength as it prepares the next generation of young women for success in college and beyond. Search Process Ursuline Academy of Dallas has engaged NBOA Advisory Services to lead the search for its next Chief Financial Officer. This search is being conducted in close partnership with Head of School Dr. Andrea Shurley and her CFO Search Committee. It reflects the school’s commitment to identifying a strategic, mission-aligned financial and operations leader to help shape Ursuline's future. You will be asked to upload a cover letter expressing your interest in the position and alignment with Ursuline’s mission and values, as well as a current résumé. As the process proceeds, selected candidates may be asked to submit additional information, including responses to leadership and job-specific assessments, and a list of five professional references. Search Timeline Applications will be reviewed on a rolling basis Priority will be given to applications received by July 31, 2026 The position is open until filled, with a desired start date of January 2027 The salary range for this position will be highly competitive with peer schools regionally and commensurate with the candidate’s experience and qualifications Ursuline offers a comprehensive compensation benefits package designed to support the personal and professional well-being of its employees J-18808-Ljbffr

Chief Compliance Officer (Phoenix)

Job Title: Chief Compliance Officer Location: CityScape What you'll do: As the Chief Compliance Officer (CCO) you'll oversee and manage the regulatory compliance framework of Western Alliance Bank and all affiliated entities. This role ensures that the bank adheres to all applicable laws, regulations, and internal policies, thereby safeguarding the bank's integrity and reputation. The CCO leads the compliance department, collaborates with senior management, and provides strategic direction to mitigate compliance risks. You'll provide end-to-end oversight of the bank's Compliance Management System (CMS) and compliance programs, partnering with business leaders and senior executives to ensure compliance programs remain robust and functional. You'll contribute to the Bank's Risk Management efforts and second line of defense programs and provide strategic leadership to the Bank, including guidance on evolving best practices while remaining appraised of regulatory developments and adjusting compliance policies and practices accordingly. You'll manage and lead staff in the development and implementation of strategic and tactical solutions to protect and minimize compliance risk. Coordinate with other senior leaders of the Bank on relevant matters such as Compliance, regulatory relations, risk, mergers and acquisitions, new products, business due diligence, and operations. Participate in corporate risk committees to ensure leadership is informed of compliance posture, trends, and emerging risks and consult with lines of business and affiliates to develop and implement policies, programs, procedures and training programs that ensure bank and non-bank functions are in compliance with applicable laws, regulations, and industry best practices. Provide second-line independent oversight and guidance regarding business products, services, and processes through a compliance framework to ensure they are implemented in accordance with regulatory requirements and develop, monitor, and analyze budgetary and/or operational performance of department resources. Provide compliance related advice and guidance on new and/or revised business strategies, initiatives, and projects. Offer effective risk challenge, which may include assisting businesses in assessing the compliance risks associated with new/revised strategies and recommending and/or assessing mitigation efforts to reduce risk exposure. Lead and develop a team; responsible for hiring, coaching, performance management, training and development. What you'll need: 15 years of related experience in Risk Management, Regulatory Compliance or similar field. Bachelor's degree in related field required; Masters or MBA in related filed preferred. Previous leadership experience required. Expert knowledge of related state and federal banking compliance regulations, Bank lending policies and procedures, and the Bank's products and services. Expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Expert experience, knowledge and training in all lending/operational activities and terminology. Expert speaking and writing communication skills. Ability to effectively manage multiple deliverables in fast-paced environment and successfully execute a plan for desired results. Ability to scale and transform as demands change. Must be both strategic and hands-on, with the ability to navigate between the two. Certified Anti-Money Laundering Specialist preferred. Certified Regulatory Compliance Manager preferred. May require up to 25% travel. Benefits you'll love: competitive salaries an ownership stake in the company medical and dental insurance time off a great 401k matching program tuition assistance program an employee volunteer program a wellness program In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. J-18808-Ljbffr

Chief Operating Officer (COO) (Las Vegas)

The Chief Operating Officer serves as the organization’s senior operational and programmatic executive, responsible for overall execution, organizational performance, and internal management. Reporting directly to the Board of Directors, the Chief Operating Officer ensures that Board-approved strategy is translated into high-quality programs, strong operational systems, and measurable impact. The Chief Operating Officer oversees all day-to-day functions of the organization, including program delivery, staff leadership, operational infrastructure, and organizational administration. This role serves as the lead executive responsible for internal operations and organizational execution. The Chief Operating Officer works in close partnership with the organization’s President and Founder, who serves as the organization’s primary external leader and public-facing representative, with a focus on fundraising, strategic relationships, visibility, and external affairs. While both roles report to the Board of Directors, the Chief Operating Officer maintains primary responsibility for internal leadership, operational management, and organizational performance. Success in this role requires a collaborative partnership between the President, and Board of Directors to ensure strong alignment between organizational strategy, external positioning, fundraising, and operational execution. The Chief Operating Officer is ultimately accountable for ensuring that the organization operates effectively, programs achieve measurable outcomes, and systems are in place to support sustainable growth and long-term impact. Key Responsibilities Organizational Leadership & Execution Serve as the organization's lead executive for internal management, operations, and program execution. Translate Board-approved strategy into actionable plans, timelines, and deliverables. Ensure organizational alignment around priorities, performance goals, and outcomes. Maintain full accountability for day-to-day operations and organizational performance. Provide regular reporting to the Board of Directors, in coordination with the President as appropriate, on program outcomes, operational health, organizational risks, and strategic execution. Program Strategy, Oversight & Impact Oversee the full lifecycle of program design, implementation, evaluation, and continuous improvement. Ensure all programs are aligned with mission, responsive to community needs, and achieving measurable outcomes. Establish and monitor KPIs and performance benchmarks across all program areas. Drive program innovation, including piloting and scaling new models. Ensure consistency, quality, and fidelity in program delivery across sites or initiatives. Operational Management & Infrastructure Oversee all internal operations, including staffing, systems, workflows, and organizational processes. Build and maintain efficient infrastructure to support program delivery and organizational growth. Lead process improvement efforts to increase efficiency, accountability, and scalability. Oversee technology, data systems, and reporting tools to ensure real-time visibility into performance. Ensure strong internal communication and coordination across teams. External Partnerships & Program Advancement Develop and manage relationships with external stakeholders is essential to program success, including government agencies, correctional systems, workforce partners, and community-based organizations. Negotiate and manage partnerships that directly impact program delivery and participant outcomes. Represent the organization in operational, programmatic, and cross-sector collaborations. Align external partnerships with internal capacity and strategic priorities. Ensure partnerships produce tangible results, not just visibility. Team Leadership & Organizational Culture Hire, lead, and develop senior staff across programs and operations. Create a culture of accountability, execution, and continuous improvement. Establish clear roles, performance expectations, and management structures. Ensure staff are equipped, supported, and aligned to deliver results. Address performance challenges decisively and constructively. Financial Oversight & Resource Allocation Partner with Finance leadership and the Board to develop and manage organizational and program budgets. Ensure responsible stewardship of resources and alignment of spending with strategic priorities. Monitor financial performance and adjust operations as needed to maintain sustainability. Oversee operational risk management and contingency planning. Ensure infrastructure and staffing models support current and future program needs. Data, Performance & Accountability Build and oversee systems for tracking program outputs, outcomes, and organizational performance. Use data to drive decision-making, improve programs, and inform Board-level strategy. Ensure compliance with programmatic requirements tied to contracts, grants, and partnerships. Deliver clear, consistent reporting to the Board on progress, challenges, and opportunities. Foster a culture of learning, transparency, and results. Requirements 10 years of senior leadership experience in operations, program management, or executive leadership. Proven experience running day-to-day operations and managing complex organizations or programs. Demonstrated success translating strategy into execution and measurable outcomes. Strong experience leading teams, building systems, and driving accountability. Experience collaborating with external partners, including government agencies and community-based organizations. Strong financial and operational acumen, including budget oversight. Ability to report to and work effectively with a Board of Directors. Exceptional leadership, decision-making, and communication skills. Preferred Prior experience as Chief Operating Officer, Executive Director or equivalent senior leadership role. Background in nonprofit, social impact, workforce development, or criminal justice/reentry Experience managing government contracts and compliance requirements. Familiarity with continuous improvement frameworks (e.g., Lean, Six Sigma). Benefits - We know how important this is to you: Full-time employees are eligible on the 1st of the month following 60 days from your date of hire. We offer several medical plans that include both PPO and HMO’s, dental, vision, basic life insurance, voluntary life insurance, voluntary accident insurance, voluntary critical illness insurance, and voluntary hospital insurance. In addition, we offer “Will Preparation Services,” Employee Assistance Program, hearing discount program, worldwide travel assistance that includes emergency travel support services and identify theft assistance. 401K Retirement Plan: Full-time employees that have completed 90 days of employment are eligible to participate in the plan. We provide employees with pre‑taxed deferral contributions to your plan without company matching. Paid Time Off (PTO): PTO Is based on your years of service, along with paid holidays. PHYSICAL ABILITIES & WORK ENVIRONMENT The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties and functions of the role. The list of minimum essential functions is illustrative only and does not represent a comprehensive listing of all tasks and responsibilities. Must be able to remain in a stationary position (sitting or standing) for extended periods while working at a computer, attending meetings, or participating in board sessions. Ability to move about the office to engage with staff, attend meetings, and represent the organization at internal and external events. Must be able to communicate clearly in person, via phone, and through digital platforms. Occasional lifting of items up to 20 pounds, such as documents, laptops, or presentation materials. Must be able to visually review documents, digital screens, financial reports, and presentations for extended periods. Ability to participate in events, conferences, and site visits, which may require standing or walking for several hours. Must maintain the physical and mental stamina necessary to manage a demanding executive schedule, including extended work hours when required. The Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act as well as applicable state and local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please immediately inform the Company if you need assistance compl

Senior/Principal Platform Architect (Software, Data and AI) (New York)

TeamBuilder is a rapidly growing healthcare SaaS company on a mission to transform healthcare operations through innovative technology. We build solutions that empower healthcare providers to improve patient outcomes, optimize staffing, and operate more efficiently. We are looking for a Principal Platform Architect (Software, Data & AI) to own and scale the technical foundation across our application, data, cloud, analytics, and AI platforms as TeamBuilder continues to grow. This role is FULLY REMOTE (U.S. residents only). The ideal candidate is a senior hands‑on technical leader who can build SaaS products in .NET, design enterprise data platforms, own Azure infrastructure, collaborate directly with Data Science, and scale both software systems and data platforms in a cost‑effective, secure, and reliable way. Role Overview This is a high-impact senior individual contributor role for someone who thrives at the intersection of software engineering, data architecture, cloud infrastructure, DevOps, analytics, and AI enablement. This person will serve as a technical force multiplier across Product Engineering, Data Science, Analytics, and Operations while helping establish scalable architecture patterns and platform standards. Key Responsibilities Enterprise Platform Architecture Design and evolve TeamBuilder's platform architecture across application, data, analytics, and AI layers. Establish architectural standards and engineering best practices for scalable, secure, and maintainable systems. Drive platform modernization initiatives leveraging Microsoft Azure cloud technologies. Provide sound recommendations on architectural choices based on technical goals, business needs, and long‑term scalability. SaaS Product Engineering Lead development of scalable SaaS products and services using C#, .NET, ASP.NET Core, SQL, Redis, and related Microsoft technologies. Design distributed systems, microservices, APIs, and event‑driven architectures. Develop well‑written, documented code in existing and new systems and platforms. Partner with Product and Engineering teams to deliver high‑impact features and improve system design. Data Platform & Analytics Architect and evolve enterprise‑scale data warehouse, data lake, and lakehouse environments. Design, build, and optimize ETL/ELT pipelines and data integration frameworks. Establish data modeling standards, data quality controls, governance practices, and reconciliation processes. Support operational reporting, business intelligence, advanced analytics, forecasting, optimization, and AI initiatives. Cloud Platform, DevOps & Reliability Own Azure infrastructure strategy across development, staging, and production environments. Design, build, and maintain CI/CD pipelines, deployment automation, and release engineering practices. Implement Infrastructure as Code using Terraform, Bicep, ARM templates, or similar tools. Improve reliability, observability, security, disaster recovery, performance, and cost efficiency across the platform. Support containerized workloads using Docker and Kubernetes/AKS where appropriate. AI & Data Science Enablement Collaborate closely with Data Science to operationalize analytics, AI, and machine learning solutions. Design data and infrastructure patterns that support model experimentation, deployment, monitoring, and scale. Connect data, applications, infrastructure, and AI use cases into a cohesive platform strategy. Research and learn new technologies as needed to deliver technical solutions and enable future product capabilities. Required Skills / Experience / Qualifications 10 years of software engineering, platform engineering, data engineering, data architecture, DevOps, or related technical experience. Expert‑level experience with C#, .NET, ASP.NET Core, SQL, and enterprise SaaS platforms. Strong understanding of software engineering design and architectural patterns, including microservices and distributed systems. Deep hands‑on experience with Microsoft Azure cloud infrastructure and Azure‑native services. Experience designing and implementing enterprise data platforms, including data warehouses, data lakes, lakehouse architectures, and analytical environments. Advanced SQL skills with experience optimizing complex queries, pipelines, and large‑scale datasets. Strong experience with CI/CD, automation, Git, and modern software delivery practices. Experience with Infrastructure as Code, cloud automation, monitoring, observability, and production reliability practices. Ability to work cross‑functionally with product owners, data scientists, business users, project managers, engineers, and technical/non‑technical stakeholders. Strong written and verbal communication skills with the ability to translate complex technical concepts into clear recommendations. Nice to Have Azure Data Factory, Azure Synapse Analytics, Azure Databricks, Microsoft Fabric, Azure Data Lake Storage, Azure SQL Database. Terraform, Bicep, ARM templates, Azure DevOps, GitHub Actions, Docker, Kubernetes, or AKS. Power BI data modeling, semantic modeling, performance tuning, and analytics enablement. MLOps, AI platform, machine learning, LLM, GenAI, or AI‑assisted operational automation experience. Domain‑Driven Design (DDD), event‑driven architecture, distributed event bus, SignalR, Entity Framework, Redis, React, or Next.js. Experience in healthcare, workforce management, scheduling, regulated environments, SOC 2, HIPAA‑minded practices, or high‑growth SaaS organizations. Experience scaling systems from early‑stage environments to enterprise healthcare deployments. What Success Looks Like Reliable, scalable, and well‑governed application and data platforms that support TeamBuilder's growth. Improved developer velocity through clear platform standards, automation, documentation, and reusable architecture patterns. Trusted data pipelines and analytical environments that support reporting, analytics, Data Science, and AI initiatives. Secure, observable, cost‑efficient Azure infrastructure that supports enterprise SaaS reliability and performance. Strong cross‑functional alignment between Product Engineering, Data Science, Analytics, Operations, and business stakeholders. Culture We foster a collaborative, engaging, mission‑driven culture that values innovation and prioritizes customer success. This role is ideal for someone who enjoys improving systems, solving complex technical problems, and helping a fast‑moving company scale with clarity and discipline. Additional Information Job Type: Full‑time, Exempt, Fully Remote (U.S. only), minimal travel required. Compensation: Competitive, including paid time off, medical benefits, 401k matching, and the potential for an annual performance bonus and/or equity. Work Location: Remote. J-18808-Ljbffr

Tax Director/Partner, Consumer Products (New York)

About The Role Title: Tax Director/Principal, Consumer Products Department: Tax – Consumer Products Group Supervises: Senior Managers Role Type: Full-time Location: New York, NY (Hybrid) About the Company Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting… Responsibilities Serve as a strategic advisor to clients in the consumer products industry, delivering innovative tax planning and compliance solutions. Oversee preparation and review of federal, state, and local tax returns for Corporations, Partnerships, and individual shareholders/partners. Address complex tax issues such as inventory accounting, sales and use tax, state nexus, and multi-state filings. Develop and implement tax strategies to minimize liabilities and optimize tax positions for clients. Advice on tax implications of business transactions, mergers, acquisitions, and restructuring within the consumer products sector. Stay current on tax law changes impacting consumer products businesses and communicate updates to clients and internal teams. Mentor and develop tax professionals at all levels, fostering a culture of technical excellence and collaboration. Drive growth of the Consumer Products practice through market-facing initiatives, networking, and thought leadership. Identify new business opportunities and expand relationships with existing clients. Represent Anchin at industry events and conferences to enhance visibility and attract new clients. Qualifications Education: Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field. CPA, EA or Law License required. Dates Posted 23 Jul 2026 Expires 20 Aug 2026 J-18808-Ljbffr

Principal Software Architect (, MA, United States)

Career Opportunities: Principal Software Architect (73908) Building the people that build the world. With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We’re a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. As part of Detection and Measurement, Radiodetection is a global leader in the design and development of equipment and software used by utility companies to install, protect, and maintain underground infrastructure networks. Through precision and magnetic locators and ground penetrating radar, we help prevent damage to infrastructure utilities and protect lives. How you will make an Impact (Job Summary) SPX is a diverse team of unique individuals who all make an impact. As an experienced and pragmatic Principal Software Architect you will define and drive the technical vision for our evolving software ecosystem. This role is responsible for shaping how our hardware and firmware platforms integrate with cloud, mobile, and desktop applications, ensuring we continue to evolve toward a coherent, scalable, and maintainable architecture across the organisation. The Principal Software Architect will serve as the focal point for architectural direction, system design principles, and technology strategy. Working closely with domain leads, the Software Program Manager, and the Global Software Manager, the successful candidate will ensure architectural intent translates into practical, deliverable outcomes. This position combines strategic leadership with hands‑on technical validation. The ideal candidate will be capable of both defining long‑term architectural direction and validating ideas through lightweight prototyping and experimentation where required. What you can expect in this role (Job Responsibilities) 1. Architecture Vision & System Design Define and evolve a clear end-to-end architecture across: Firmware / device layer Cloud platform Mobile and desktop applications Own: Target system architecture and design principles System boundaries and interaction models Integration patterns across domains Ensure architecture supports: Scalability and maintainability Product evolution across multiple device variants Alignment with long‑term business and product strategy 2. Technology Strategy & Standards Define and maintain a coherent technology strategy across the software organisation. Responsibilities include: Establishing an aligned technology stack across domains (cloud, mobile, desktop, firmware) Ensuring choices reflect: Industry best practices Team capability and constraints Long‑term sustainability Work collaboratively with domain leads to: Evaluate trade‑offs Agree practical adoption paths Avoid unnecessary fragmentation 3. Architectural Governance & Decision Authority Act as the accountable owner for architectural integrity across the organisation. Responsibilities: Review and sign off major design decisions Define and enforce architectural standards and guardrails Ensure consistency across teams without blocking delivery Where conflicts arise: Drive resolution with domain leads Escalate where required Pragmatic flexibility is expected: Allow exceptions where justified by delivery needs Ensure deviations are captured as technical debt or feedback into architectural evolution 4. Current State Assessment & Transformation Roadmap Build a clear understanding of the current software landscape and define a path forward. Deliver: Documented view of current architecture and technology stack Identified gaps, risks, and constraints Target architecture aligned to business and product direction Migration and/or retirement proposals for legacy systems Ensure transition plans are: Realistic and incremental Aligned with delivery priorities Understood by engineering and product teams 5. Cross-Domain Alignment & Delivery Support Support effective delivery by ensuring system‑level clarity across teams. Work closely with: SW Program Manager – cross‑team coordination and dependencies Product Owners – ensuring system‑level intent is clear before development Responsibilities: Clarify system‑level behaviour and constraints Ensure cross‑platform interactions are defined early Reduce late‑stage integration issues This role does not own delivery execution but enables it through clarity and alignment. 6. Hands‑On Prototyping & Technical Validation Validate architectural ideas through practical experimentation. Expectations: Build lightweight proofs of concept where needed Use modern tooling, including AI‑assisted development, to accelerate validation Test feasibility of new technologies and patterns before wider adoption This role is expected to go beyond documentation and ensure ideas work in practice. 7. Communication & Influence Communicate architectural concepts clearly across all levels of the organisation. Engage with: Executive stakeholders Engineering leadership Technical leads and engineers Ensure: Complex ideas are translated appropriately for the audience Decisions are understood and adopted Feedback is actively gathered and incorporated Key Boundaries To ensure effectiveness, this role operates with clear boundaries: The Principal Software Architect does NOT: Own backlog creation or write user stories (Product Owner responsibility) Own sprint execution or team‑level delivery Act as a project or program manager Replace domain technical leadership The Principal Software Architect DOES: Own system‑level architecture and design principles Own architectural decision‑making and governance Enable delivery through clarity, not control Authority & Escalation • Accountable for architectural decisions and standards • Expected to challenge and guide domain teams constructively • Works collaboratively with domain leads to reach alignment Escalation path: Resolve directly with domain leads where possible Escalate unresolved conflicts to Global Software Manager Success Measures Success in this role will be measured by: Clear, adopted target architecture across domains Reduced integration issues and late‑stage surprises Consistent and aligned technology choices Improved system coherence across firmware, cloud, and applications Visible reduction in architectural ambiguity Practical progress on legacy system simplification What Good Looks Like Architectural decisions are understood, adopted, and followed Teams build in alignment rather than diverging Trade‑offs are explicit and well managed The architect is visible, engaged, and proactive The role accelerates delivery rather than slowing it down What we are looking for (Experience, Knowledge, Skills, Abilities, Education) Required Experience 15 years of experience in software engineering, with significant time in architectural roles Proven experience designing distributed systems across cloud and application layers Strong experience with at least one major cloud platform (Azure, AWS, or GCP), ideally across multiple Experience integrating hardware or embedded systems with cloud‑based platforms Strong understanding of modern software architecture patterns and best practices Demonstrated ability to influence technical direction across multiple teams Excellent communication skills across both technical and non‑technical audiences Preferred Experience, Knowledge, Skills, and Abilities Experience in hardware‑software or IoT environments Exposure to mobile and SDK‑based architectures Experience modernising or migrating legacy systems Familiarity with AI‑assisted development approaches Track record of delivering pragmatic, implementable architecture (not just conceptual design) Travel & Working Environment Hybrid role with strong on‑site presence expected (typically 3 days per week in Bristol) High level of engagement with engineering teams required How we live our culture Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX. What benefits do we offer? Competitive and performance‑based compensation packages and bonus plans Educational assistance, leadership development programs, and recognition programs Our commitment to embrace diversity to build a culture of inclusion at SPX We value different backgrounds, experiences, and voices at SPX, and we are committed

Director, Wealth Product Strategy (King of Prussia)

About this Opportunity As a Director, Wealth Product Strategy, you will define the vision, roadmap, and business priorities for Orion's wealth product offering, including proprietary and third-party solutions. This role serves as a key member of the Wealth Management Product and Platform team and focuses on identifying what Orion should build, why it matters, and how it can create differentiated advisor value, revenue growth, and scalable platform economics. The Director leads product strategy efforts across ideation, market research, competitive intelligence, business case development, pricing strategy, positioning, and implementation design. Investment products and solutions may span all asset classes, goal orientations, vehicle structures, and platform delivery models. This role partners closely with product management, investment, distribution, operations, technology, legal/compliance, and marketing teams to translate strategic priorities into actionable initiatives that strengthen Orion’s competitive position and advisor adoption. The ideal candidate is intellectually curious, highly analytical, commercially minded, and able to connect advisor needs, market trends, product economics, and platform capabilities into a clear strategic agenda. This role requires the ability to develop compelling business cases, influence senior stakeholders, and shape product decisions that drive growth, differentiation, and long-term value creation. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs. In this role, you’ll get to: Define and maintain a forward-looking investment product strategy and roadmap aligned with advisor needs, market trends, competitive gaps, and Orion's growth priorities Identify and evaluate new product and service opportunities across investment strategies, investment services, wealth solutions, and platform-delivered capabilities Develop business cases supported by market opportunity sizing, competitive research, advisor demand analysis, pricing strategy, revenue modeling, profitability assessment, and implementation considerations Build competitive intelligence across TAMPs, broker-dealers, RIAs, asset managers, and wealth platforms to inform product positioning, pricing, and differentiation Shape product positioning, packaging, pricing, and go-to-market design in partnership with sales, marketing, product management, and distribution teams Partner with product management and cross-functional teams to translate strategy into clear requirements, launch priorities, success metrics, and ongoing product governance Prepare executive-level recommendations and decision materials for high-priority product initiatives, including new product development, product rationalization, pricing optimization, and partnership opportunities We’re looking for talent who: Has strong strategic thinking and analytical problem-solving skills, with the ability to synthesize market data, advisor feedback, competitive insights, and financial analysis into actionable recommendations Has advanced financial modeling, market sizing, pricing analysis, and business case development skills; strong Excel and PowerPoint skills required, and AI proficiency encouraged Has deep understanding of financial services, investment products, wealth management platforms, advisor business models, and distribution dynamics Has proven ability to conduct competitive market research, define product strategy, assess pricing strategy, develop product positioning, and evaluate commercial opportunities Influences senior leaders and cross-functional stakeholders, drive alignment, and communicate complex ideas clearly through executive-ready materials Is comfortable operating in ambiguity, prioritizing opportunities, and balancing strategic vision with practical implementation considerations Is collaborative, commercially oriented, intellectually curious, and biased toward action in a fast-paced, evolving environment Requirements Has a minimum of a bachelor’s degree required; MBA or CFA preferred Has a minimum of 10 years of relevant experience in product strategy, corporate strategy, investment product development, strategic finance, consulting, asset management, wealth management, broker-dealer, TAMP, or RIA environments preferred Has experience building product roadmaps, business cases, pricing analyses, competitive assessments, and executive-level recommendations for investment or wealth management solutions strongly preferred Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization Recommended Skills Business Models Competitive Insights Financial Modeling Investment Products Investment Strategies Market Analysis Market Sizing Market Strategy Pricing Analysis Wealth Management Strategies Salary Range Salary Range: $178,024.00 - $286,616.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. Benefits health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what's possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place. J-18808-Ljbffr