VP, Technology Integration jobs in United States
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SCS Financial · 1 day ago

VP, Technology Integration

SCS Financial is a leading financial services firm that provides integrated wealth management solutions. The M&A and Technology Integration Technical Leader is responsible for overseeing technology integration activities related to mergers and acquisitions, ensuring secure and scalable outcomes while coordinating various technology workstreams across the organization.

Financial Services
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H1B Sponsor Likelynote
Hiring Manager
Sterling Freeman
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Responsibilities

Act as the single-threaded technical leader for all M&A, divestiture, and move-related integration efforts across infrastructure and wealth platforms
Own Day 1 readiness, transition state design, and post-close integration execution
Translate business integration objectives into coordinated and executable technology plans
Coordinate and manage all technology workstreams, including network, identity, EUC, cloud, security, collaboration tools, CRM and portfolio management platforms (e.g., Salesforce, Orion), data platforms, and reporting systems
Develop and maintain integrated project plans, timelines, dependencies, risks, and mitigation strategies
Drive cross-functional execution across Infrastructure, Application teams, Security, Data, and external vendors
Lead cutover planning and sequencing across infrastructure and platform domains
Ensure all integrations align with enterprise architecture principles, security standards, and operating models
Define repeatable, standardized integration and separation patterns for both infrastructure and wealth platforms
Partner with application architecture and product teams to avoid point solutions and minimize long-term technical debt
Design integration approaches that support scalability, future acquisitions, and efficient divestitures
Partner with Information Security to ensure environments meet regulatory, security, and data residency requirements
Identify and manage technical risks associated with acquired or divested environments during transition periods
Ensure proper controls and governance are in place throughout all integration phases
Coordinate activities with MSPs, systems integrators, and platform vendors involved in integrations and move events
Provide technical oversight to ensure vendor delivery meets architectural and operational standards
Serve as the primary technical integration point of contact for IT and business leadership
Provide clear, concise status updates, risk assessments, and recommendations to executives
Support decision-making with data-driven analysis and trade-off modeling

Qualification

M&A integrationsEnterprise infrastructureWealth management technologyStandardized integration frameworksCross-functional leadershipStakeholder engagementVendor managementRisk management

Required

15+ years of experience in enterprise IT, including direct experience leading M&A integrations, divestitures, or large-scale environment moves
Strong understanding of enterprise infrastructure domains (network, identity, EUC, cloud, security, collaboration)
Experience coordinating integrations involving business-critical applications or platforms
Proven ability to lead cross-functional technical programs with multiple dependencies
Experience working with MSPs, systems integrators, and external vendors

Preferred

Experience in financial services or other regulated industries preferred
Familiarity with wealth management technology ecosystems (e.g., Salesforce, Orion, custodial platforms, reporting tools) preferred
Experience creating standardized integration frameworks and execution playbooks preferred

Benefits

Annual cash bonus
Comprehensive benefits package

Company

SCS Financial

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SCS Financial is an investment and wealth management firm based in Boston. It is a sub-organization of Focus Financial Partners.

H1B Sponsorship

SCS Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (2)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2012-01-01Series Unknown

Leadership Team

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Lane MacDonald
Chief Investment Officer and Chair of Investment Committee
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Company data provided by crunchbase