Department: Wealth Management

Location: Dallas-Fort Worth | Full-Time | Hybrid

At SageView Advisory Group, we’re dedicated to delivering comprehensive wealth management solutions that empower our clients and drive results. As we continue to grow and innovate, we’re looking for a forward-thinking technology leader to help shape and elevate our wealth platform strategy.

We’re seeking a Director of Business Technology to join our Wealth Management team. Reporting to the EVP, Head of Wealth Management, this role will lead the development and implementation of our technology platform and identify scalable solutions that enhance the advisor and client experience. This is an exciting opportunity for a tech-savvy, strategic partner who thrives at the intersection of technology and business operations.

Collaborate with senior leadership to design and implement a modern tech stack aligned to client service and business goals

Lead and support the discovery, selection, and implementation of new platforms and tools

Manage the ongoing administration of key systems including CRM (Salesforce/Practifi), ensuring licensing, release management, and contract oversight

Document and assess operational processes, identifying opportunities for efficiency and improvement

Champion change management and user adoption strategies across teams

Serve as the subject matter expert for central CRM platforms, including training and support

Improve and scale reporting dashboards and metrics in collaboration with business and operations

Provide regular updates on system performance, enhancements, and spending

Foster relationships with vendors and lead cost-effective contracting initiatives

Author clear and impactful communications for both technical and executive audiences

Bachelor’s degree in Computer Science or related field required; Master’s degree preferred

7+ years in wealth management technology or a related client service role

Proven experience evaluating, selecting, and implementing technology systems

Strong understanding of CRM platforms, particularly Salesforce and Practifi

Outstanding communication skills and ability to work cross-functionally

Project Management certification (PMP or similar) preferred

Proficiency in Microsoft Office Suite (PowerPoint, Excel, Outlook, Word)

This is a unique opportunity to help build and optimize the technology foundation of our growing wealth management team. You’ll have visibility with executive leadership, autonomy to drive impact, and a voice in shaping a best-in-class advisor and client experience.