Head of Investment Management Business Solutions

Bessemer Trust • Woodbridge Township, NJ

15h • $200,000 - $250,000 • Hybrid

About The Position

The Head of IT - Investments Solution Engineering will partner with the Bessemer
Investment Management team on the design, implementation, and ongoing evolution
of Bessemer Trust’s next-generation investment platform. This role owns the
delivery for a centralized portfolio management and trading ecosystem that
enables the firm’s best investment thinking while supporting deep client
personalization at scale.

Acting as the primary Solution Owner in an Agile delivery model, this individual
serves as the critical bridge between Investment, Operations, Compliance, and
Technology teams, as well as external vendors. The role is responsible for
translating complex investment processes—including SMA/UMA structures, fixed
income and alternative investments, tax management, personalization, and
centralized trading—into a prioritized backlog of platform capabilities,
features, and user stories.

This role requires a rare blend of investment domain expertise, hands-on
platform knowledge, and strong solution management discipline. The successful
candidate will be a true mechanic of the platform, with a practical
understanding of how portfolio construction, models, restrictions, IBOR, OMS
integration, fixed income workflows, alternative investment structures, and
rebalancing operate in production—not just conceptually.

This is a highly visible leadership role and a cornerstone of Bessemer Trust’s
multi-year investment platform transformation. In addition to solution ownership
responsibilities, the role provides people leadership for a small team of
Solution Engineers, operating in a player–coach capacity.

Requirements

• 8+ years of experience in investment management technology, solution ownership, or platform delivery within wealth management, asset management, or multi-family office environments.
• Direct, hands-on experience with a UMA or investment management platform (portfolio management, trading, or implementation roles strongly preferred).
• Deep understanding of SMA and UMA operating models, including sleeves, centralized trading, and household- and account-level management.
• Strong knowledge of: Fixed Income investments and trading workflows Alternative investments and portfolio integration Portfolio construction and model management Rebalancing and order generation at scale Client personalization (restrictions, ESG, tax preferences) Tax-aware investing and tax lot management OMS/EMS and IBOR concepts
• Demonstrated experience operating as a Product Owner or Solution Owner in an Agile environment.
• Proven ability to translate complex investment workflows into clear, prioritized requirements.
• Excellent communication skills, with comfort engaging senior investment professionals and technology leaders.

Nice To Haves

• Experience leading or supporting a UMA implementation or major investment platform transformation.
• Familiarity with centralized trading models and OMS/EMS platforms.
• Experience with large-scale managed account programs (thousands of accounts, high personalization).
• Understanding of compliance workflows embedded in portfolio management and trading platforms.
• Exposure to investment data platforms, analytics, and reporting.
• SAFe Product Owner/Product Manager or similar Agile certification.

Responsibilities

• Own the investment platform vision, roadmap, and backlog, aligned with Bessemer Trust’s investment philosophy and client strategy.
• Define and prioritize platform capabilities across: SMA and UMA structures Centralized portfolio management and trading Fixed Income portfolio construction, trading, and cash management Alternative investment positioning, allocations, and data integration Client personalization, tax optimization, and rebalancing workflows
• Partner with Investment leadership to codify the firm’s “best thinking” into scalable models, rules, and platform workflows.
• Serve as Solution Owner within Agile/Scrum teams, including backlog grooming, sprint planning, reviews, and retrospectives.
• Write clear, actionable user stories with acceptance criteria spanning: Portfolio management and rebalancing Fixed income instruments and cash flows Alternative investment structures and constraints OMS/EMS integration, IBOR, compliance, and reporting
• Make day-to-day prioritization decisions, balancing business value, technical complexity, delivery risk, and platform sustainability.
• Act as the internal subject matter expert on investment platform capabilities, including: Model management (asset allocation models, SMA models, sleeve models) UMA structures and sleeve-level workflows Centralized workbench and large-scale rebalancing Fixed income instruments, cash ladders, duration targets, and trade execution Alternative investments, including allocation models, liquidity considerations, and reporting treatment Client personalization (restrictions, substitutions, ESG, tax preferences) Tax-aware trading and tax loss harvesting IBOR positions, cash, and tax lot management OMS/EMS integration (e.g., Longview)
• Guide configuration decisions and tradeoffs to ensure solutions are scalable, supportable, and aligned with vendor and architectural best practices.
• Act as the primary liaison between: Investment teams (PMs, Strategists, Fixed Income and Alternatives teams) Operations and Compliance Technology and Architecture External platform vendors
• Translate investment workflows and operating models into functional and technical requirements.
• Collaborate with architects and engineers to ensure alignment with broader investment platform and data strategies.
• Provide direct people leadership to a team of three Solution Engineers.
• Set clear expectations around solution quality, backlog discipline, and stakeholder engagement.
• Coach team members on investment domain knowledge, platform mechanics, and Agile delivery practices.
• Ensure consistent standards for requirements, design artifacts, and solution ownership across initiatives.
• Lead functional design, UAT planning, and business validation for new platform capabilities.
• Support phased rollouts, platform migrations, and post–go-live stabilization.
• Contribute to training, documentation, and change management to drive adoption across Investment and Advisor teams.
• Partner closely with UMA vendors, Professional Services, and Support teams.
• Evaluate new platform features and releases, influencing vendor roadmaps through well-articulated business requirements.
• Support vendor governance, POCs, and ongoing enhancement planning.

Benefits

• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees