Managing Director, Head of Investment Mgt Technology

Symetra•,

36d•$275,000 - $350,000•Hybrid

About The Position

The Head of Investment Management Technology will lead the strategy, design, implementation, and evolution of a modern technology ecosystem supporting the investment platform across front-, middle-, and back-office functions. The role is responsible for building an integrated, scalable, secure, innovative, and data-sensitive environment that advances investment decision-making, improves operating efficiency, and supports portfolio management, research, trading, risk, compliance, accounting, reporting, operations, and analytics across public and private asset classes. The leader will define and execute a multi-year transformation roadmap aligned with the investment organization’s strategy, operating model, commercial objectives, and growth agenda. The role partners with investment, operations, risk, finance, compliance, data, and enterprise technology teams to identify innovation opportunities, modernize workflows, and ensure the organization has the systems, data architecture, governance, controls, and automation needed for current and future investment strategies. It also promotes a robust, controlled, adaptable, insight-oriented technology platform that can continuously improve as AI, data engineering, cloud infrastructure, workflow automation, and investment technology evolve. Symetra Investment Management (SIM) is a SEC-registered investment advisory firm with approximately $93.8 billion in assets under management as of June 30, 2026. Symetra Financial Corporation is a diversified financial services company headquartered in Bellevue, Washington, and is the holding company of Symetra Life Insurance Company. Its corporate parent is Sumitomo Life Insurance Company.

Requirements

Bachelor’s degree in Computer Science, Information Systems, Data Science, Finance, Business Administration, Engineering, or a related discipline.
At least 10 years of leadership experience in investment technology, investment data, systems architecture, or technology-enabled investment operations within an investment management, insurance, asset management, or financial services environment.
Deep experience designing, implementing, and supporting investment technology platforms in a sophisticated investment management, insurance, asset management, or financial services environment.
Strong understanding of front-, middle-, and back-office workflows, including portfolio management, trading, risk, compliance, operations, accounting, performance, reporting, data management, and analytics.
Demonstrated ability to build technology and data ecosystems supporting public and private asset classes, including complex, illiquid, structured, and data-intensive investments.
Expertise with investment systems, data platforms, and analytics tools such as Clearwater, Snowflake, Bloomberg AIM, BondEdge, Intex, Precision Loan Management, CoStar, and custom-built applications.
Strong knowledge of data architecture, governance, lineage, quality, controls, security, and investment data operating models.
Ability to evaluate and apply AI, machine learning, automation, cloud-based data platforms, and advanced analytics in a practical, controlled investment environment.
Proven ability to lead complex, cross-functional transformation programs, including roadmapping, stakeholder alignment, governance, budgeting, implementation, and adoption.
Exceptional leadership and team-building capabilities, including the ability to inspire, mentor, and deliver results through cross-functional teams under demanding timelines.
Superior verbal, written, and presentation communication skills and ability to engage senior leadership, investment professionals, operations teams, enterprise technology, and external partners.
Results-oriented track record navigating complex technology, data, and organizational challenges in a dynamic environment.
Excellent work ethic, attention to detail, pride and ownership of work product, strength of conviction, and desire to succeed.
Applicants must be currently authorized to work in the United States at hire and maintain authorization throughout employment; employer work visa sponsorship and support are not provided.
Remote employees must have an internet connection of at least 100 Mbps download and 20 Mbps upload through fiber, cable, or DSL; satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted.
Candidates must participate in video interviews after the initial phone screen and comply with identity verification procedures.

Nice To Haves

Advanced degrees or relevant certifications.
Strategic vision and passion for using technology to strengthen and modernize the investment platform.
Experience leading large-scale investment technology transformations involving systems integration, data modernization, workflow automation, and operating model redesign.
Forward-thinking approach and practical judgment in applying AI-driven and emerging technology to investment data usability, analytics, controls, and process automation.
Exceptional project management and change leadership skills, with a history of delivering scalable, high-impact technology and data solutions.
Ability to translate complex technical concepts into clear business terms and secure buy-in from senior leaders, investment professionals, and cross-functional stakeholders.
Ability to balance innovation with discipline and introduce capabilities securely, in a controlled and sustainable manner.

Responsibilities

Lead development of a comprehensive investment technology ecosystem spanning front-, middle-, and back-office functions and the full investment lifecycle.
Architect and oversee a scalable, secure, and controlled technology environment supporting public and private asset classes and complex investment strategies.
Establish investment data strategy, governance, and operating models to ensure high-quality, timely, consistent, actionable data and a trusted source of truth.
Partner with portfolio management, trading, risk, compliance, finance, accounting, operations, and enterprise technology stakeholders to align technology with investment platform needs.
Oversee evaluation, selection, integration, and optimization of investment systems, data platforms, analytics tools, workflow solutions, and vendor applications.
Design architecture integrating systems of record, books of record, data warehouses, analytics environments, reporting tools, and operational workflows.
Promote practical adoption of AI, machine learning, automation, and emerging technologies to improve decision support, data quality, workflow efficiency, risk monitoring, and operational resilience.
Ensure data lineage, integrity, privacy, access controls, auditability, regulatory requirements, and internal control standards are addressed.
Develop and maintain technology roadmaps that anticipate business requirements and support improvement, scaling, and modernization.
Lead large-scale transformation initiatives, including legacy architecture modernization, cloud infrastructure, workflow automation, systems integration, and operating model redesign.
Strengthen front-office capabilities in portfolio management, research, trading, risk management, performance attribution, analytics, and reporting.
Drive change management and adoption across investment, operations, risk, compliance, finance, and technology teams.
Lead continuous improvement initiatives to reduce manual processes, improve transparency, strengthen controls, and enhance the usability of investment data and technology tools.
Partner with information security, enterprise architecture, infrastructure, and data teams to ensure solutions are secure, resilient, well-governed, and aligned with enterprise standards.
Manage relationships with third-party vendors, consultants, data providers, custodians, brokers, and technology partners to promote service delivery, innovation, cost discipline, and accountability.
Lead and develop a high-performing team of investment technology, innovation, and data professionals, fostering accountability, collaboration, innovation, business partnership, and disciplined execution.
Oversee staffing, performance management, development, coaching, and succession planning for the Investment Technology function.
Lead ongoing assessment and re-engineering of investment technology and data processes across front-, middle-, and back-office functions.