Allworth Airline Advisors (Formerly RAA) · 9 hours ago
Vice President, Strategic Initiatives
Folsom, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $180K/yr
10+ years expAllworth Airline Advisors is seeking a dynamic Vice President of Strategic Initiatives to lead cross-functional initiatives that drive technological innovation and operational excellence across the firm. This role focuses on delivering scalable solutions through collaboration between software engineering, infrastructure, and financial services, while championing AI-driven advancements.
Financial Services
Responsibilities
Lead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A needs
Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools
Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution
Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation
Work closely with the financial services group and Analytics team
Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low-code platforms) including automation
Work hands-on when necessary — writing proof-of-concept code, creating technical documentation, or leading architecture design
Stay current on AI trends and capabilities enough to confidently assess what’s possible, what’s hype, and how to frame solutions that are both ambitious and achievable
Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization
Have a strong focus of efficiency, scalability, security and adherence to compliance standards
Partner with Marketing, Service, advisors and Client Experience teams to co-implement technology-backed growth strategies
Support the infrastructure team to select and deploy internal and client-facing tools that is scalable, secure, and efficient
Leverage third party service providers and offshore vendors for expertise
Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency
Qualification
Required
Strong experience in software engineering and architecture (e.g., full-stack development, APIs, system integrations), project management and business analysis
Proven track record of leading transformative cross-functional projects
Experience supporting technology needs during mergers and acquisitions, especially data conversion and onboarding
Deep understanding of RIA or financial services business is mandatory
Highly communicative and capable of translating complex technology into business value
Leadership experience in matrixed environments — able to influence without direct authority
Curiosity-driven and comfortable navigating ambiguity
Preferred
Minimum bachelor's in Computer Science, Engineering, or related field
10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role
5+ years experience in a similar role implementing transformative technical advancements
Expertise in Salesforce FSC (Financial Services Cloud) preferred
HubSpot, Regal.io or other dialers, Tamarac or other Portfolio accounting systems
Data transformation/migration tools, Synapse or Microsoft Fabric data systems
AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks)
Workflow automation (Zapier, Mulesoft, custom API integrations)
Benefits
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
Company
Allworth Airline Advisors (Formerly RAA)
Allworth Airline Advisors specializes in the unique challenges and goals of airline pilots and their families.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
HBC Investments
2019-11-01Acquired
2015-11-17Private Equity
Recent News
2025-10-11
Company data provided by crunchbase