Senior Manager – Wealth Investment & Portfolio Management Platforms

Job not on LinkedIn

🕒 July 8

🏈 Ohio – Remote

infoinfo

💵 $112k - $210k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

infoinfo

👻 Ghost score 7%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of KeyBank

KeyBank

10,000+ employees

Founded 1994

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

KeyBank is a full-service bank offering a wide range of financial services for individuals, small businesses, and large institutions. Services include personal and business banking, wealth management, loans, credit lines, mortgages, credit cards, and investment services. KeyBank also provides online and mobile banking tools to help customers manage their finances efficiently. With a focus on financial wellness, KeyBank offers resources to help customers understand banking basics, manage debts, and achieve their financial goals.

📋 Description

• 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). • Govern data lineage, quality, and timing across investment processes (pricing, benchmarks, performance, attribution). • Implement observability (monitoring, alerting, logging, tracing) and service level objectives/service level indicators; drive stability/backlog initiatives. • Select and govern vendors/partners (contracts, SLAs, delivery quality).

🎯 Requirements

• 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. • 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).

🏖️ Benefits

• Incentive compensation may include production, commission, and/or discretionary incentives.

Apply Now

Similar Jobs

🕒 July 7

Forum Ventures

51 - 200

💼 Consulting

📣 Marketing

🤖 Artificial Intelligence

Founder role leading AI labor and financial operations in Forum's Venture Studio. Focus on integrating AI into business models for startups.

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🕒 July 7

Cordance

201 - 500

🤝 B2B

💳 Fintech

☁️ SaaS

Finance Manager supporting SaaS companies in a high-performing, dynamic environment. Driving financial reporting, forecasting, and operational analytics across the Industrials Division at Cordance.

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🕒 July 7

Samsara

1001 - 5000

📦 Logistics

🏗️ Construction

🏥 Healthcare

Senior Director of Finance Operations at Samsara overseeing critical financial processes. Responsible for Source to Pay lifecycle and Compensation Operations in a high-growth public company environment.

🇺🇸 United States – Remote

💵 $153.2k - $273.5k / year

💰 Seed Round on 2014-08

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

infoinfo

🕒 July 6

PointClickCare

1001 - 5000

🏥 Healthcare

💼 Consulting

⚕️ Healthcare Insurance

Strategic Finance Analytics Manager at PointClickCare developing financial models and analytics capabilities for healthcare providers. Empowering strategic finance function through AI-driven insights.

🇺🇸 United States – Remote

💵 $160k - $178k / year

💰 Secondary Market on 2022-03

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

infoinfo

🕒 July 5

Augment Risk

51 - 200

💼 Consulting

📦 Logistics

🛡️ Insurance

Associate Partner for FP&A at Augment Risk focusing on financial analysis and strategic insights. Collaborating across teams to enhance decision-making and automate processes.

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)