Job Description & How to Apply Below
Overview
Head of Digital – Investment Banking Platforms & Mobile App
The Head of Digital will lead the end-to-end digital strategy, delivery, and ongoing evolution of the Investment Bank’s mobile app, digital client platforms, and investment systems
, with a core focus on private markets and real estate products
.
This role owns the digital investment experience for HNWIs, UHNWIs, and institutional clients—covering onboarding, portfolio visibility, deal subscriptions, reporting, and post-investment lifecycle management—while ensuring full alignment with regulatory, operational, and risk frameworks.
Key Responsibilities 1. Digital Strategy & Product Ownership- Define and own the digital roadmap for:
- Client mobile application (iOS / Android)
- Web-based investment portals
- Internal investment and deal-management systems
- Translate business strategy for private equity, real estate, private credit, and structured products into scalable digital solutions.
- Act as Product Owner for all digital investment platforms, prioritizing features, enhancements, and releases.
- Lead the design and delivery of a best-in-class wealth & investment mobile app
, including: - Digital onboarding (KYC, AML, suitability)
- Deal discovery and private market offerings
- Investment subscription and document execution
- Portfolio dashboards and performance reporting
- Capital calls, distributions, and notifications
- Drive UX/UI excellence tailored to HNW/UHNW client expectations
. - Ensure seamless omnichannel experience across mobile, web, and relationship-manager workflows.
- Oversee systems supporting:
- Private market deal lifecycle (origination → execution → exit)
- Real estate investments (SPVs, funds, asset-level reporting)
- Fund structures (closed-end and evergreen vehicles)
- Capital accounts, waterfalls, fees, and carried interest visibility
- Ensure tight integration between:
- Core banking systems
- CRM / client data platforms
- Portfolio accounting and reporting engines
- Partner with Investment, Real Estate, and Asset Management teams to digitize workflows.
- Lead cross-functional delivery teams (internal IT, vendors, fintech partners).
- Own project governance
, including: - Timelines, budgets, and milestones
- Vendor selection and management
- Risk, dependency, and change management
- Act as the primary digital interface for:
- Investment teams
- Compliance, Risk, and Legal
- Operations and Finance
- Senior management and Board committees
- Ensure platforms comply with applicable regulatory frameworks (e.g. suitability, disclosures, data privacy).
- Embed security-by-design
, including: - Data encryption
- Role-based access
- Audit trails and logging
- Work closely with Compliance and Risk to ensure digital products meet regulatory expectations for investment banking and private markets.
- Identify opportunities to enhance efficiency and client experience using:
- Automation
- Data analytics
- AI-enabled insights (where appropriate)
- Monitor fintech and wealth-tech trends relevant to private markets and real estate investing.
- Drive continuous optimization post-launch, based on usage data and client feedback.
Experience
- 10+ years’ experience in digital product, technology, or transformation roles within:
- Investment banking
- Asset management
- Private equity / real estate investment platforms
- Wealth or private banking
- Proven track record delivering mobile apps and digital investment platforms in regulated financial environments.
- Strong exposure to private markets
, real estate funds, or alternative investments (essential).
Technical & Functional Knowledge
- Deep understanding of:
- Private market investment structures (funds, SPVs, evergreen vehicles)
- Subscription, capital call, and distribution processes
- Portfolio reporting and performance analytics
- Experience working with:
- Core banking and investment systems
- CRM and client-data platforms
- Mobile and API-driven architectures
- Comfortable bridging business, technology, and regulation
.
Education
- Bachelor’s degree in Computer Science, Engineering, Finance, or related field.
- MBA or Master’s degree is a strong plus.
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