Wealth Investment & Portfolio Management Platforms Senior Manager

Overview

Location:

4910 Tiedeman Road, Brooklyn Ohio

The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end‑to‑end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. This role is focused on advancing the private investments technology stack and integrating subscriptions, capital calls/distributions, valuations, and document/data flows into enterprise portfolio management workflows.

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 to align priorities, scope, and outcomes. Lead cross‑functional delivery across Technology, Product, Operations, and vendors—managing plans, cutovers, dependencies, risks, test readiness, and releases—while leading the development of 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 and ensuring data is modeled, governed, and accessible to analytics, performance attribution, operations, accounting, risk, and reporting consumers. Govern data lineage, quality, and timing across investment processes.

Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market‑hours workloads. Implement observability (monitoring, alerting, logging, tracing) and define service level objectives/indicators, driving stability and backlog initiatives. Lead incident/problem management—including on‑call readiness and root‑cause analysis—and ensure high‑quality releases and cutovers with rollback plans. Partner with Risk, Compliance, and Security to deliver controls and execute remediation.

Select and govern vendors and partners—managing contracts, SLAs, and delivery quality—while overseeing base personnel and software expense against the financial plan.

Lead and develop high‑performing delivery/support teams and communicate complex concepts clearly to business and technology audiences. Drive disciplined delivery for high‑risk systems: cutover planning, change control, and release readiness. Operate with a strong production mindset: reliability, performance/latency, recovery, and incident/problem management. Partner effectively with Product and the Chief Investment Office to translate strategy into roadmaps and execution while maintaining data integrity in a regulated environment.

Must‑have Technical Delivery Experience delivering 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 manage trade‑offs 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;

7–10+ years building, structuring, and leading technology teams (engineering, data, and/or integration), including hiring, performance management, and coaching. This position is NOT eligible for employment visa sponsorship for non‑U.S. citizens.

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