Director, Business Technology (Practifi CRM & Financial Services Experience Required)
As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.
If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.
Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $235 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).
We’re seeking a Director of Business Technology to join our Wealth Management team. This role requires proven, hands-on Practifi CRM expertise and prior experience in the financial services or wealth management industry. 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 both 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.
What You’ll Do
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 (Practifi CRM expertise required; Salesforce strongly preferred), 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 Practifi, including training and support for advisors and staff
Improve and scale reporting dashboards and metrics in collaboration with business and operations teams
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
What You Bring
Bachelor’s degree in Computer Science or related field required; Master’s degree preferred
7+ years in wealth management technology or a related financial services role (financial industry experience required)
Direct, hands-on experience with Practifi CRM (required)
Strong understanding of CRM platforms, particularly Practifi and Salesforce
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)
#LI-LISP
SageView's Comprehensive Benefits: Supporting Your Professional and Personal Well-Being
At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.
Health Plans:
Three medical plan options — one includes free medical & dental coverage for employees (dependent coverage at a cost)
Additional paid plans available for medical and dental coverage
Vision plans available
Health Savings Accounts (HSAs)
Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)
Core Benefits (at no cost to employees):
Life Insurance and AD&D coverage
Short- and Long-Term Disability Insurance
Employee Assistance Program (EAP) for mental health, legal, and financial counseling
Caregiving support through Cariloop
Retirement Savings:
401(k) plan with employer matching contributions
Additional Perks:
Numerous paid holidays and a generous time off policy
Access to discounts through the BenefitHub marketplace
Pet insurance at discounted group rates
At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.
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Headquartered in Newport Beach , California, SageView Advisory Group is a privately owned financial planning company that offers 401(k) retirement plans and Individual Retirement Accounts, Mutual funds, Life insurance, Long-term care, disability a...
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