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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.

Primary Responsibilities

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.

Competency Expectations

• 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.

Qualifications

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 environments observability and incident/problem management (no day-to-day coding required).

• 710 years delivering and operating investment or trading-system technology with ownership of production platforms and releases.
• 710 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.

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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