Head: Technology & Digital at Momentum Metropolitan Holdings Limited

Role Purpose    

• Develop and implement a fit-for-purpose Digital and Technology strategy for the Private Wealth business, enabling growth, scalability, and a differentiated client experience.
• This role will focus on building an integrated digital eco-system across the Private Wealth planning unit, underpinned by modern infrastructure, data capabilities, and AI-driven solutions.
• This role will drive transformation across client-facing platforms, internal systems, external partners and data environments ensuring the business is enabled through secure, scalable, and innovative technology.

Requirements    

Experience and Qualifications

• Postgraduate degree in Information Technology, Computer Science, Digital Transformation, or related field.
• 8 years’ experience in digital and technology leadership roles, preferably within financial services or investments.
• Proven experience delivering digital platforms (web, mobile, LOB systems) and data solutions.
• Strong experience in AI, data architecture, and analytics environments.
• Experience in building and managing scalable infrastructure and cloud-based environments.
• Track record of leading digital transformation and technology enablement initiatives.
• Experience working with agile methodologies and modern delivery frameworks.

Duties & Responsibilities    

Strategy & Implementation

• Define and execute a Digital and Technology strategy aligned to the Private Wealth business objectives and growth ambitions.
• Develop a target operating model that integrates digital platforms, data, infrastructure, and client experience.
• Drive end-to-end implementation of digital and technology initiatives across the Private Wealth value chain.
• Ensure alignment between business priorities and technology delivery without compromising system integrity or scalability.
• Design and implement a seamlessly integrated technology eco-system comprised of numerous internal capabilities, external software providers and strategic partners.

Digital Platforms & Client Experience

Lead the development and delivery of core digital assets including:

• Website and Mobile (Mobi) platforms for client engagement and self-service.
• Line of Business (LOB) systems supporting administration of investments, portfolio management.
• Platform enablement to deliver a premium, differentiated experience for HNW and UHNW clients.
• Market-leading platforms to facilitate FAIS Cat I and Cat II services.
• Ensure seamless, intuitive, and secure digital client journeys across all touchpoints.
• Drive continuous enhancement of digital channels to improve client acquisition, engagement, and retention.

AI, Data & Analytics

• Define and implement an AI strategy to enhance client insights, personalisation, and operational efficiency.
• Identify and deploy use cases across advisory, trading, risk management, and client servicing.
• Oversee the development and management of a data warehouse to enable a single source of truth for the business.
• Enable advanced analytics, reporting, and predictive capabilities to support decision-making.
• Ensure strong data governance, quality, security, and regulatory compliance.

Technology Enablement

• Identify and implement technology solutions that enhance productivity, scalability, and client outcomes.
• Drive integration across systems between Private Wealth and other support functions.
• Enable digital tools (CRM, client portals, workflow systems) to support advisors and operational teams.

Infrastructure & Architecture

• Oversee the design, implementation, and management of robust technology infrastructure.
• Ensure cloud adoption and scalable architecture to support growth and innovation.
• Maintain high levels of system availability, performance, and resilience.
• Embed cybersecurity, data protection, and privacy as core components of the technology environment.

Transformation, Innovation & Governance

• Drive the digital transformation agenda across the Private Wealth business.
• Stay abreast of emerging technologies, trends, and regulatory developments.
• Evaluate and adopt new technologies (AI, machine learning, automation, etc.) where relevant.
• Establish governance frameworks to ensure effective prioritisation, delivery, and risk management of technology initiatives.
• Measure ROI on digital and technology investments and optimise accordingly.

Stakeholder Engagement

• Build strong relationships with internal stakeholders and the IT and Digital community within Momentum Group.
• Act as a trusted advisor on digital and technology matters, platforms and forums.
• Collaborate across business units to ensure alignment and successful delivery of initiatives.
• Engage with external partners, vendors, and industry bodies to bring best practices into the organisation in alignment with Momentum Group practices.

Leadership & People Management

• Build, lead, and develop a high-performing digital and technology capability over time which will consist of partnership and collaboration.
• Foster a culture of innovation, agility, and continuous improvement.
• Champion change and drive adoption of new technologies across the business.

Operational & Financial Management

• Manage the Digital and Technology budget in alignment with strategic priorities.
• Ensure cost-effective delivery of solutions while maintaining quality and scalability.
• Identify opportunities to improve operational efficiency through technology.
• Manage financial risk and ensure adherence to governance standards.

Competencies    

• Strategic thinking and execution
• Strong technology and digital acumen
• Data-driven decision making
• Leadership and people development
• Stakeholder management and influence
• Innovation and change leadership
• Commercial and business acumen

Closing Date    

• 2026/06/11