Accomplishment(s): Assisting Commonwealth Financial Network with successfully launching its Fintech spinout, Advisor360°, while maintaining and building out a thriving Technology department within the RIA-B/D.
While Advisor360° is focused on a fully unified suite of tools that helps financial advisors serve their clients and grow their books of business, the Commonwealth Technology team is focused on indispensable service to our advisors and delivering intuitive and integrated back-office tools.
This dedication is why we are ranked #1 in overall satisfaction among independent advisors by J.D. Power for the sixth straight time. I credit this success to defining a clear IT vision, strategy, and roadmap, as well as to empowering a great team of technology leaders.
How to get more women into WealthTech: Women today are earning more and exerting greater financial influence as clients, and research has revealed that diverse leadership strengthens organizations. There has never been a better time for women to be part of WealthTech and innovation in financial services.
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I would encourage more women to apply regardless of whether they have the “perfect” background. Some may believe that to work in WealthTech, one must possess a strong technical and financial background. While these skills are in high demand, someone who can think critically and who possesses strong problem-solving and leadership skills is just as strong a candidate.
In addition, organizations can invite more women into their workforce by being intentional with job postings. We can encourage more women to apply by expressing interest in candidates excited about the opportunity and willing to learn, even if they may not be the perfect fit on paper.
Advice for those starting out: Build relationships and collaborate early on in your career. While networking can feel uncomfortable and time consuming, it offers a wealth of opportunities, as well as the chance for growth. Bring along a friend or colleague to make it less daunting.
Given the rapid pace of change in technology, it’s important to view the technology learning curve as perpetual and to lead with the mindset of a lifelong learner. You will continually add value to your organization this way.