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. 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 f