Wealth Management Executive
Current
Oct 2024 - Present
AeroLeads people directory · profile
Shane Williams Email & Phone Number
Product and Technology
at
InvestCloud, Inc.
1 work email found
@caisgroup.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Product and Technology
Location
New Canaan, Connecticut, United States
Who is Shane Williams? Overview
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Quick answer
Shane Williams is listed as Product and Technology at InvestCloud, Inc., based in New Canaan, Connecticut, United States. AeroLeads shows a work email signal at caisgroup.com and a matched LinkedIn profile for Shane Williams.
Shane Williams previously worked as Wealth Management Executive at Investcloud, Inc. and Chief Product and Technology Officer at Cais. Shane Williams holds Master'S Degree, Engineering from The University Of Manchester.
Company email context
Email format at InvestCloud, Inc.
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{first_initial}{last}@caisgroup.com
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AeroLeads found 1 current-domain work email signal for Shane Williams. Compare company email patterns before reaching out.
Profile bio
About Shane Williams
As a customer obsessed (B2B/B2C), results-oriented, wealth management and financial services leader, my passion is to create innovative technology that delights and enables customers through a deep understanding of customer needs. I have extensive experience across financial services, including asset management, wealth management and alternatives, with a proven ability to take products from concept to market launch. I build cross functional partnerships and break down silos. I have a passion for design, technology, innovation, digital transformation and talent development.I have experience across the full spectrum of technical leadership, product management and technology digital transformation, including product-market-fit, business case, product road maps, technical feature development and testing, go-to-market strategy, launch planning and analytics for product improvement and evolution.
Listed skills include Leadership, Customer Experience, It Strategy, Amazon Web Services, and 41 others.
Current workplace
Shane Williams's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 31 years
Shane Williams work experience
A career timeline built from the work history available for this profile.
Dec 2020 - Sep 2024
Head Of Client Technology
Responsible for customer facing/business development (sales, marketing, service) technology for retail and institutional clients (+ client data and analytics).
Aug 2018 - Oct 2020
Co-Head Ubs Smartwealth Digital Investment Platform
Led and delivered award winning digital B2C regulated goal based investment platform (robo advisor) from concept to launch. Bridged the technical and business teams to provide best time to market.Full end to end implementation from acquisition to goals based investment, rebalancing and client service. Collaboration across the company with marketing, legal, compliance, finance, engineering, design and cyber security.Market analysis, value proposition (assumptions validated with research), marketing framework, functional and non-functional requirements (Backlog, MVP and roadmap), definition of personas and customer journey, "test-and-learn" approach, multi-variant (a/b) testing with feature switches, machine learning for marketing attribution and optimization
May 2015 - Jul 2018
Chief Investment Office (Cio) - Technical Program Manager And Innovation Leader
Technology partner to the Chief Investment Office and Driving technology innovation through a specially dedicated innovation business group within UBS.Built a digital content platform including iPad apple Newsstand app for research publication distribution.
Jun 2014 - May 2015
Executive Director - Mobile Client Facing Technology Lead - Technical Program Management
Business transformation through multiple projects for both internal and external mobile and tablet apps. Programme managed initiatives from concept, through user experience and finally to test and deployment to app store (internal and external).Delivered program for Client Advisors (relationship managers) in client interaction during client meetings in the field and on premise (full digital document solution for pitches, research and client information). The scope covered 13 countries and over 2000 CAs covering emerging markets and asset management too.Led multiple mobile teams for internal business transformation through multiple projects for both internal and external award winning mobile and tablet apps. E.g. UBS Investor for structured products.Built an F1 experience for UHNW clients and tools for group executive board members and group CEO to view files and get access to information securely.
Sep 2011 - Jun 2014
Technical Program Manager (Kyc, Aml, Onboarding)
Programme and Project Management. Led agile transformation from waterfall to Scrum/Lean. Used nascent virtualization technologies to save infra costs.
Feb 2006 - Sep 2011
Technical Program Manager
2002 - 2006
~4 yrs
Software Delivery Consultant
Symbiosis
Consultant to blue-chip companies on software process improvement and devops. CMM level 5 training.
1999 - 2002
~3 yrs
Development And Devops
Design and development (embedded C) of drive by wire engine management systems.
1996 - 1999
~3 yrs
2 education records
Shane Williams education
Master'S Degree, Engineering
The University Of Manchester
Bachelor Of Science (Honors), Electronics And Electrical Engineering
The University Of Manchester
FAQ
Frequently asked questions about Shane Williams
Quick answers generated from the profile data available on this page.
What company does Shane Williams work for?
Shane Williams works for InvestCloud, Inc..
What is Shane Williams's role at InvestCloud, Inc.?
Shane Williams is listed as Product and Technology at InvestCloud, Inc..
What is Shane Williams's email address?
AeroLeads has found 1 work email signal at @caisgroup.com for Shane Williams at InvestCloud, Inc..
Where is Shane Williams based?
Shane Williams is based in New Canaan, Connecticut, United States while working with InvestCloud, Inc..
What companies has Shane Williams worked for?
Shane Williams has worked for Investcloud, Inc., Cais, Aqr Capital Management, Ubs, and Abn Amro.
How can I contact Shane Williams?
You can use AeroLeads to view verified contact signals for Shane Williams at InvestCloud, Inc., including work email, phone, and LinkedIn data when available.
What schools did Shane Williams attend?
Shane Williams holds Master'S Degree, Engineering from The University Of Manchester.
What skills is Shane Williams known for?
Shane Williams is listed with skills including Leadership, Customer Experience, It Strategy, Amazon Web Services, Technology Management, Sdlc, Salesforce.Com, and Digital Strategy.
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