Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)
Core
Lead technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channel, enabling portfolio construction, customization, and distribution.
Role type
Director, Solutions & Custom Strategies Technology
Builds
Scalable, flexible technology solutions for model portfolios, separately managed accounts (SMAs), and customized investment strategies
Domain
Wealth Management / Asset Management / Financial Technology
Deliverable
production ML models | product features
Required skills
Wealth technology leadership, Model portfolio ecosystems, SMA platforms, Advisor workflows, Snowflake, AI/Advanced analytics, Cloud architecture, Portfolio modeling, Asset allocation, Regulatory compliance
Preferred skills
Multi-asset portfolio construction, Tax-aware strategies, Integration with custodian/trading systems, Global organization leadership
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; 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 IC with subordinate managers