Technical Lead
Austin, TX
Category: Product Management
Industry: Financial Services
Reference ID: JN -012026-105005
Date Posted: 01/12/2026
Shortcut: http://careers.eliassen.com/bk1wx7
Description:
Hybrid in Austin, TX
Our client in the financial services and wealth management industry is hiring a Technical Lead to drive technology integration and vendor stack consolidation across multiple acquired firms. The role serves as the primary technology point of contact for M&A initiatives, leading due diligence, integration strategy, and execution of migration plans. The position collaborates with internal teams, vendor partners, and business stakeholders to deliver a common tech stack that accelerates growth and enhances advisor and investor experience.
This is a full-time, permanent opportunity, offering a competitive salary and comprehensive benefits package. Qualified applicants must be willing and able to work on a w2 basis.
Salary: $140,000 - $165,000/ yr. w2
Responsibilities:
Responsibilities
- Conduct comprehensive assessments of target firms’ technology stacks to identify high-risk systems and integration challenges.
- Analyze vendor contracts, licensing terms, and infrastructure dependencies to inform deal structures and cost models.
- Define and communicate the product roadmap for investor-facing digital platforms.
- Align product strategy with business goals and investor needs.
- Evaluate, select, and manage vendor technologies that enhance the investor experience.
- Oversee integration of third-party tools into the digital ecosystem with interoperability, scalability, and security.
- Manage vendor relationships, including QBRs, contract negotiations, and compliance oversight.
- Create and manage onboarding plans for new-to-firm advisors and investors.
- Champion investor-centric design through analytics, feedback, and usability testing.
- Define KPIs for adoption, engagement, and satisfaction and iterate based on insights.
Experience Requirements:
Experience Requirements
- 3–5+ years as a Product Owner or similar role in digital product development.
- Strong understanding of investor-facing platforms, UX principles, and digital ecosystems.
- Proficiency with Jira, Confluence, and integration tools.
- Excellent communication and stakeholder management skills.
- Ability to balance strategic vision with execution detail.
Education Requirements:
Education Requirements
- CSPO or equivalent certification preferred.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact InfoSec@eliassen.com.
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Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Eliassen Group’s Affirmative Action Plan (AAP) is available for inspection by any employee or applicant for employment upon request, during normal business hours of Monday through Friday, 8:30am to 5:30pm EST. Interested persons should contact Phaedra Wells at pwells@eliassen.com for assistance. It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Applicants with disabilities that believe they require an accommodation or assistance with a position, please email our HR team at hradmin@eliassen.com. This email inbox is designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Emails sent for other purposes will not receive a response.
Please be advised that a number of fraudulent job postings have been released under the Eliassen Group brand.
Unfortunately, fraudulent job postings can happen. If anyone reaches out to you about an open position connected with Eliassen Group, never provide personal or financial information to anyone who is not clearly associated with Eliassen Group
If anyone seemingly from Eliassen Group has ever requested this personal information in the past or does so in the future, please contactInfoSec@eliassen.com.
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