Associate Director, Investment Platform (Contract)
Core
Leads strategic investment management and platform initiatives from concept through implementation to deliver measurable business value and enhance client outcomes for affluent individuals, families, and institutions.
Role type
Senior IC Associate Director (Strategy & Change)
Builds
Investment solutions, programs, and platform capabilities for investment professionals and the wealth business.
Domain
Wealth Management / Investment Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Strategic planning, business transformation, investment management, project lifecycle management, stakeholder management, risk management, budget management, change management, vendor management, data analysis, regulatory compliance
Preferred skills
CFA, CSM, managed account programs, portfolio construction, advisor platforms, business acumen, executive communication
Technologies
None explicitly stated
Responsibilities
Lead small to medium-scale investment management and business transformation initiatives; define business priorities and initiative roadmaps; conduct analysis of business and investment issues to support strategic decisions; manage project budgets, forecasts, and benefit realization; coordinate cross-functional teams including technology, operations, and compliance; develop and execute change management plans; monitor project performance and risks; provide recommendations on implementation approaches and sustainment plans.
Seniority
Senior, hands-on IC
