Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)
Core
Lead technology strategy and execution for model portfolios, separately managed accounts (SMAs), and custom investment solutions across the wealth channel.
Role type
Director, Wealth Technology & Data Architecture
Builds
Scalable, flexible technology solutions for portfolio construction, customization, and distribution across advisors and platforms
Domain
Wealth Management / Asset Management / Cloud Data & AI
Deliverable
production ML models | product features | infrastructure
Required skills
Wealth technology leadership, Model portfolio ecosystems, SMA platforms, Snowflake data platforms, Cloud architecture, AI/Advanced analytics, Portfolio modeling, Multi-asset strategy support, Team management, Stakeholder influence
Preferred skills
Equities and fixed income expertise, Advisor workflow integration, Custodian system integration, Regulatory compliance knowledge
Technologies
Snowflake, AI, Cloud platforms
Responsibilities
Lead end-to-end technology strategy for model portfolios and SMAs, Manage and develop subordinate leaders, Drive architecture of portfolio construction and distribution platforms, Build and scale data platforms leveraging Snowflake, Enable advanced analytics and AI-driven personalization, Translate business strategy into technology roadmaps, Partner with product and distribution teams, Ensure governance and regulatory compliance, Drive integration with third-party platforms
Seniority
Director, hands-on leadership with subordinate managers
