Build and manage a team of technology professionals
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 developing the platform roadmap (modernization, cloud enablement, integration/API strategy).
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).
Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market-hours workloads.

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).
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.

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives

Senior Manager – Wealth Investment & Portfolio Management Platforms

Key skills