Senior Manager – Wealth Investment and Portfolio Management Platforms

🔥 0 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $112k - $210k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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KeyBank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1994

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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

• 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. • 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).

🎯 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 including production, commission, and/or discretionary incentives.