Technical Delivery Lead (Managing Principal) — Wealth Management
Core
Bridge strategy and execution in Wealth Management by delivering trusted platforms for advisors, investors, and operations across product manufacturing, investment operations, distribution, and front-office domains.
Role type
Managing Principal Technical Delivery Lead
Builds
Scalable, future-ready technology solutions for the end-to-end Wealth Management value chain
Domain
Wealth Management / Asset Management
Deliverable
production ML models | product features | infrastructure
Required skills
Consulting and delivery leadership, CIO/CTO stakeholder engagement, Digital Engineering, Cloud (AWS/Azure), APIs, Event Streaming, Data platforms, Modernization, DevOps/SRE, Wealth platform integration, Regulatory compliance
Preferred skills
Cloud certifications, API/streaming at scale, Data quality & lineage tooling, Salesforce FSC, Appian/PEGA, GenAI assistants, CFA/CIPM awareness
Technologies
AWS, Azure, Charles River, Eagle, SS&C, SimCorp, Broadridge
Responsibilities
Lead end-to-end technology delivery aligned with enterprise strategy, Advise CIO/CTO on platform modernization and operating model design, Shape target-state architecture using domain-driven design and microservices, Translate executive strategy into delivery plans and roadmaps, Drive measurable outcomes like improved STP and reduced latency, Elevate engineering maturity by establishing best practices
Seniority
Managing Principal, strategy & mentorship