Director Solutions Custom Strategies Technology
Overview
Lead the technology domain supporting wealth platforms model portfolios and SMA capabilities across equities and fixed income. Oversee delivery and architecture for solutions enabling portfolio construction customization and distribution. Partner with investment distribution and product teams to deliver scalable data driven solutions powered by Snowflake and AI.
What You'll Do11
- 1Leading the end-to-end technology strategy and execution for model portfolios SMAs and custom investment solutions across the wealth channel
- 2Managing and developing subordinate leaders and teams delivering advisor facing and portfolio construction platforms
- 3Enabling the delivery of custom model portfolios and SMA solutions supporting personalized investment strategies across equities and fixed income
- 4Driving the architecture of portfolio construction model management and distribution platforms integrated with advisor and custodian ecosystems
- 5Building and scaling data platforms leveraging Snowflake to unify portfolio client market and performance data across wealth workflows
- 6Enabling advanced analytics portfolio insights and personalization through AI driven capabilities
- 7Translating business strategy into scalable technology and data roadmaps supporting growth in managed accounts and model based solutions
- 8Partnering with product distribution and advisory teams to align technology capabilities with client needs and evolving wealth management trends
- 9Ensuring strong governance risk management and regulatory compliance across managed accounts and advisory platforms
- 10Driving integration with third party platforms including custodians trading systems and portfolio management tools
- 11Leading technology organizations within wealth management or asset management environments
Requirements11
- 1Extensive experience leading technology organizations within wealth management or asset management environments
- 2Deep expertise in wealth technology platforms including model portfolio systems SMA platforms and advisor workflows
- 3Strong understanding of custom model portfolios and separately managed accounts including portfolio construction customization and tax aware strategies
- 4Experience supporting investment strategies across equities and fixed income including multi asset portfolio construction and asset allocation
- 5Proven experience implementing Snowflake or similar cloud based data platforms to support investment analytics reporting and personalization
- 6Ability to leverage AI and advanced analytics to deliver client personalization portfolio insights or advisor productivity solutions
- 7Strong understanding of portfolio modeling asset allocation frameworks and performance analytics
- 8Proven ability to lead managers and senior engineers in a complex global organization
- 9Strong cloud engineering and architecture experience including integration of front middle and back office systems
- 10Ability to influence senior stakeholders across investment product and distribution organizations
- 11Experience meeting salary range of $240000 to $260000 annually
Salary Insight
Salary not disclosed in listing
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