US Private Lead, Portfolio Implementation Management
Core
Senior leader responsible for defining operating principles, overseeing the US Private Client Portfolio Implementation Management (PIM) team, and driving platform strategy for custom investment portfolios.
Role type
Senior IC/Lead, Portfolio Implementation Management
Builds
Custom investment portfolios for endowments, foundations, pension plans, and ultra-high net worth private clients
Domain
Asset Management / Private Wealth / Middle Office Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Portfolio operations expertise, trade management, process improvement, stakeholder management, team leadership, strategic planning
Preferred skills
MBA, CFA, alternative asset servicing experience, regulated fund vehicle experience
Technologies
CA applications, trade management systems
Responsibilities
Lead the US Private Client PIM function and set team priorities; Serve as senior subject matter expert for complex, high-risk implementation issues; Drive process enhancements and platform strategy; Manage talent development, staffing, and succession planning; Partner with Operations and business teams to strengthen processes
Seniority
Senior, hands-on IC with people leadership
