Tech Delivery Lead – Convert & Migrate (Wealth Management)
About the role
About The Role We are seeking a highly skilled and delivery-focused Tech Delivery Lead to drive the Convert and Migrate (C&M) activities within our Wealth Management portfolio. This individual contributor role is pivotal in ensuring the seamless transition of legacy systems and data into modern platforms, with a strong emphasis on data integrity, environment readiness, and technical execution.
Will lead the end-to-end technical delivery of C&M initiatives, collaborating with cross-functional teams including business analysts, solution architects, infrastructure, and testing teams.
________________________________________
Key Responsibilities
- Lead technical delivery of Convert and Migrate activities across multiple Wealth Management programs.
- Own and manage environment setup, data migration strategy, and cutover planning for each phase of delivery.
- Design and oversee ETL processes, including data extraction, transformation, and loading across legacy and target systems.
- Ensure secure and accurate data transfers, including handling of large-scale extracts and reconciliation.
- Collaborate with business and technology stakeholders to define and validate migration and data requirements.
- Develop and maintain detailed delivery plans, including timelines, dependencies, and risk mitigation strategies.
- Support test data provisioning, environment readiness, and defect triage during migration phases.
- Provide technical leadership during dry runs, mock conversions, and production cutovers.
- Ensure alignment with enterprise architecture, security, and compliance standards.
- Document lessons learned and contribute to continuous improvement of migration frameworks.
________________________________________
Qualifications
- 8+ years of experience in technology delivery, preferably in financial services or wealth management.
- Proven experience in data migration, ETL design, system conversion, and environment orchestration.
- Strong understanding of SDLC, technical expertise, and architectural oversights.
- Hands-on experience with data extract handling, data mapping, and validation frameworks.
- Excellent communication and stakeholder management skills.
- Ability to work independently and drive outcomes in a complex, matrixed environment.
________________________________________
Preferred Skills
- Experience with Wealth Management platforms
- Familiarity with cloud migration (Azure, AWS) and hybrid environments.
- Knowledge of data governance, reconciliation, and regulatory compliance in financial services.
About W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations. With over 15 years of experience, we have a proven track record of delivering innovative and effective solutions across a wide range of industries.
Our Mission
At W3Global, we are committed to helping businesses of all sizes achieve their full potential. We believe that by combining our deep industry expertise with our innovative approach, we can deliver exceptional results that exceed our clients' expectations.
Our Services
We offer a comprehensive suite of consulting services designed to address the specific needs of our clients. Our services include:
Strategy Consulting: We help businesses develop and implement winning strategies to achieve their long-term goals.
Business Process Improvement: We identify and optimize business processes to enhance efficiency, reduce costs, and improve customer satisfaction.
Technology Consulting: We provide expert guidance on technology selection, implementation, and integration to support business objectives.
Talent Acquisition: We help businesses find and hire the right talent to support their growth and success.
Human Capital Management: We provide comprehensive HR solutions to help businesses manage their workforce effectively.
Tech Delivery Lead – Convert & Migrate (Wealth Management)
About the role
About The Role We are seeking a highly skilled and delivery-focused Tech Delivery Lead to drive the Convert and Migrate (C&M) activities within our Wealth Management portfolio. This individual contributor role is pivotal in ensuring the seamless transition of legacy systems and data into modern platforms, with a strong emphasis on data integrity, environment readiness, and technical execution.
Will lead the end-to-end technical delivery of C&M initiatives, collaborating with cross-functional teams including business analysts, solution architects, infrastructure, and testing teams.
________________________________________
Key Responsibilities
- Lead technical delivery of Convert and Migrate activities across multiple Wealth Management programs.
- Own and manage environment setup, data migration strategy, and cutover planning for each phase of delivery.
- Design and oversee ETL processes, including data extraction, transformation, and loading across legacy and target systems.
- Ensure secure and accurate data transfers, including handling of large-scale extracts and reconciliation.
- Collaborate with business and technology stakeholders to define and validate migration and data requirements.
- Develop and maintain detailed delivery plans, including timelines, dependencies, and risk mitigation strategies.
- Support test data provisioning, environment readiness, and defect triage during migration phases.
- Provide technical leadership during dry runs, mock conversions, and production cutovers.
- Ensure alignment with enterprise architecture, security, and compliance standards.
- Document lessons learned and contribute to continuous improvement of migration frameworks.
________________________________________
Qualifications
- 8+ years of experience in technology delivery, preferably in financial services or wealth management.
- Proven experience in data migration, ETL design, system conversion, and environment orchestration.
- Strong understanding of SDLC, technical expertise, and architectural oversights.
- Hands-on experience with data extract handling, data mapping, and validation frameworks.
- Excellent communication and stakeholder management skills.
- Ability to work independently and drive outcomes in a complex, matrixed environment.
________________________________________
Preferred Skills
- Experience with Wealth Management platforms
- Familiarity with cloud migration (Azure, AWS) and hybrid environments.
- Knowledge of data governance, reconciliation, and regulatory compliance in financial services.
About W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations. With over 15 years of experience, we have a proven track record of delivering innovative and effective solutions across a wide range of industries.
Our Mission
At W3Global, we are committed to helping businesses of all sizes achieve their full potential. We believe that by combining our deep industry expertise with our innovative approach, we can deliver exceptional results that exceed our clients' expectations.
Our Services
We offer a comprehensive suite of consulting services designed to address the specific needs of our clients. Our services include:
Strategy Consulting: We help businesses develop and implement winning strategies to achieve their long-term goals.
Business Process Improvement: We identify and optimize business processes to enhance efficiency, reduce costs, and improve customer satisfaction.
Technology Consulting: We provide expert guidance on technology selection, implementation, and integration to support business objectives.
Talent Acquisition: We help businesses find and hire the right talent to support their growth and success.
Human Capital Management: We provide comprehensive HR solutions to help businesses manage their workforce effectively.