Vice President of Overlay Portfolio Management

Job Overview

Lead the evolution, design, and enterprise execution of centrally managed advisory and overlay platforms (Overlay Trading, Tax Overlay, Direct Indexing, Managed Wealth), delivering scalable change, disciplined releases/conversions, and measurable improvements to advisor experience, risk posture, and quality.

Responsibilities

• Own end-to-end design and delivery for platform enhancements, releases, and national rollouts, including UAT strategy, validation, and readiness.
• Partner with Product, Technology, Operations, and external vendors to shape scalable requirements, design decisions, and execution plans.
• Lead conversions, migrations, and enterprise initiatives for centrally managed programs, including command-center support during cutovers.
• Lead transformation and standardize workflows across Tax Overlay, Direct Indexing, Managed Wealth, and portfolio mapping; streamline cross-solution processes.
• Lead senior managers/SMEs; set role clarity, capacity models, and an accountability culture focused on outcomes.
• Drive root-cause analysis and durable fixes; use KPIs to manage risk, quality, and continuous improvement.

Requirements

• Bachelor’s degree required; CFA, CFP, Series 7, 65/66 required.
• 12+ years in managed accounts, advisory platforms, trading, or financial services operations/enablement; significant people leadership at senior level.

Core Competencies

• Deep expertise in overlay trading and tax-aware strategies;
• Strong cross-functional delivery with Technology, Product, and vendors;
• Track record leading large-scale change (releases, conversions, migrations) with strong governance, risk management, and measurable quality outcomes;
• Comprehensive understanding of trading regulations and requirements;
• Expertise with commercial trading platforms such as InvestCloud, Vestmark, MyVest, and Charles River Development.

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