Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)

About the role

The Director, Solutions & Custom Strategies Technology leads the technology domain supporting wealth platforms, model portfolios, and SMA capabilities across equities and fixed income. They manage and develop subordinate leaders and teams delivering advisor-facing and portfolio construction platforms, enabling the delivery of custom model portfolios and SMA solutions, driving the architecture of portfolio construction, model management, and distribution platforms, building and scaling data platforms leveraging Snowflake, and enabling advanced analytics, portfolio insights, and personalization through AI-driven capabilities.

Responsibilities

• Leading the end-to-end technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channel
• Managing and developing subordinate leaders and teams delivering advisor-facing and portfolio construction platforms
• Enabling the delivery of custom model portfolios and SMA solutions, supporting personalized investment strategies across equities and fixed income
• Driving the architecture of portfolio construction, model management, and distribution platforms integrated with advisor and custodian ecosystems
• Building and scaling data platforms leveraging Snowflake to unify portfolio, client, market, and performance data across wealth workflows
• Enabling advanced analytics, portfolio insights, and personalization through AI-driven capabilities (e.g., client personalization, portfolio optimization, and advisor insights)
• Translating business strategy into scalable technology and data roadmaps supporting growth in managed accounts and model-based solutions
• Partnering with product, distribution, and advisory teams to align technology capabilities with client needs and evolving wealth management trends
• Ensuring strong governance, risk management, and regulatory compliance across managed accounts and advisory platforms
• Driving integration with third-party platforms, including custodians, trading systems, and portfolio management tools

Requirements

Extensive experience leading technology organizations within wealth management or asset management environments, deep expertise in wealth technology platforms, including model portfolio systems, SMA platforms, and advisor workflows, strong understanding of custom model portfolios and separately managed accounts (SMAs), including portfolio construction, customization, and tax-aware strategies, experience supporting investment strategies across equities and fixed income, including multi-asset portfolio construction and asset allocation, proven experience implementing Snowflake or similar cloud-based data platforms to support investment analytics, reporting, and personalization, experience leveraging AI and advanced analytics to deliver client personalization, portfolio insights, or advisor productivity solutions, strong understanding of portfolio modeling, asset allocation frameworks, and performance analytics, proven ability to lead managers and senior engineers in a complex, global organization, strong cloud engineering and architecture experience, including integration of front-, middle-, and back-office systems, ability to influence senior stakeholders across investment, product, and distribution organizations

Qualifications

Master’s degree in Computer Science, Engineering, Information Systems, or related field, or equivalent practical experience, 10+ years of relevant experience in technology leadership roles within wealth management or asset management environments, 5+ years of experience in managing and developing technology teams, 3+ years of experience in implementing and managing Snowflake or similar cloud-based data platforms, 3+ years of experience in leveraging AI and advanced analytics to deliver client personalization, portfolio insights, or advisor productivity solutions, 3+ years of experience in portfolio modeling, asset allocation frameworks, and performance analytics, 3+ years of experience in leading managers and senior engineers in a complex, global organization, 3+ years of experience in cloud engineering and architecture, including integration of front-, middle-, and back-office systems, proven ability to influence senior stakeholders across investment, product, and distribution organizations

Skills

Leadership, strategic thinking, project management, technical expertise, data analysis, cloud engineering, AI and machine learning, portfolio management, stakeholder management, regulatory compliance, collaboration, problem-solving, communication, adaptability, continuous learning, and professional development

Benefits

Flexible paid time off, Hybrid work schedule, 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution, Health & wellbeing benefits, Parental Leave benefits, Employee stock purchase plan

Pay

$240,000 - $260,000 year

Schedule

Full Time