Senior Manager – Wealth Investment and Portfolio Management Platforms

Role Overview

• Own end-to-end delivery and production ownership for portfolio modeling, rebalancing, trading, subscription, and financial data provider platforms.
• Establish delivery governance and agile ways of working; partner with Product Management where applicable to align priorities, scope, and outcomes.
• Lead cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases.
• Provide technical oversight for architecture and integrations across OMS/EMS platforms, custodians/brokers, market data providers, and downstream reporting (APIs, messaging, streaming).
• Advance the private investments technology stack, integrating into portfolio management workflows (subscription/commitments, capital calls/distributions, valuations, Schedule K1s/documents, data onboarding).
• Integrate private investments data/events into enterprise portfolio workflows and consumers (analytics, performance/attribution, operations, accounting, risk, reporting), aligning data models and controls.
• Govern data lineage, quality, and timing across investment processes (pricing, benchmarks, performance, attribution).

Requirements

• 7–10+ years delivering and operating investment or trading-system technology, with ownership of production platforms and releases.
• 7–10+ years building, structuring, and leading technology teams (engineering, data, and/or integration), including hiring, performance management, and coaching.
• Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.
• Technical depth to review designs, challenge assumptions, and make tradeoffs across performance, resiliency, data quality, and security.
• Comfortable governing agile delivery, testing strategy, release/change, environments, observability, and incident/problem management (no day-to-day coding required).

Benefits

• Incentive compensation including production, commission, and/or discretionary incentives.