Wealth Investment & Portfolio Management Platforms Senior Manager

KeyBank • Brooklyn, OH

2d • Hybrid

About The Position

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.

Requirements

• 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).
• 7–10+ years delivering and operating investment or trading-system technology, with ownership of production platforms and releases.
• 7–10+ 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.

Responsibilities

• 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).
• 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).
• 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.
• Select and govern vendors/partners (contracts, SLAs, delivery quality).
• Manage base personnel and software expense to financial plan.

Benefits

• eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
• list of benefits for which this position is eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed