Wealth Investment & Portfolio Management Platforms Senior Manager

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. A key focus is advancing the private investments technology stack and integrating subscriptions, capital calls/distributions, valuations, and document/data flows into enterprise portfolio management workflows.

Role clarity: Not a software development role; focused on technical delivery leadership, integration, delivery governance, and run/operational excellence for vendor and internally built platforms and implementations.

Technical Leadership, Delivery & Governance

• 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 cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases.
• Lead developing the platform roadmap (modernization, cloud enablement, integration/API strategy).

Platform Architecture, Integration & Data

• 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).

Operations, Risk & Service Management

• 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 service level objectives/service level indicators; drive stability/backlog initiatives.
• Lead incident/problem management (on-call readiness, root-cause analysis) and ensure high-quality releases/cutovers with rollback plans.
• Partner with Risk, Compliance, and Security to deliver controls and execute remediation; partner with CIO/Trading/Operations on new capabilities.

Vendor & Financial Management

• Select and govern vendors/partners (contracts, SLAs, delivery quality).
• Manage base personnel and software expense to financial plan.

• Lead and develop high-performing delivery/support teams; 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 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.
• Maintain data integrity and control from source through execution and reporting in a regulated environment.

Must-have Technical Delivery Experience

• 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,…