Wealth Operations Technical Lead
Join a leading wealth management firm dedicated to delivering operational excellence through modern, scalable technology. As the Operations Software Engineering Lead, you will be responsible for owning and evolving the technology platforms that support custody and client operations. Working in close partnership with the Head of Operations, you will co-own the operations roadmap and lead its execution, ensuring technology capabilities enable efficiency, scalability, and superior client service.
This role oversees operations technology, system integrations, and vendor platforms, most notably the firm’s trust accounting and custody systems. The ideal candidate combines deep operational domain expertise with strong technology leadership, a passion for innovation, and the ability to lead teams and manage change.
Key Responsibilities
Operations Technology Leadership
- Co-own the operations technology roadmap with the Head of Operations, aligning near- and long-term initiatives with business strategies and client needs.
- Define the target architecture for key operations platforms supporting custody and client operations, including post-trade processing, asset servicing, fees, data and tax operations, and trust accounting.
- Maintain a comprehensive understanding of the firm’s full operations technology stack, taking ownership of all tools, platforms, and integrations.
Platform Ownership & System Integration
- Oversee and continuously improve back-office systems and integrations, with a primary focus on trust accounting and custody platforms (e.g., Global Plus).
- Partner with operations teams to translate business needs into technology solutions that streamline workflows and improve efficiency.
- Ensure stability, scalability, and performance of operational systems supporting daily business functions.
Process Improvement & Enablement
- Identify, design, and implement new technology solutions to enhance operational capabilities and drive efficiency across the organization.
- Promote innovation across technology and operational processes by leveraging automation and AI to reduce manual effort, improve accuracy, and enhance scalability.
- Contribute to long-term product and business strategy by interpreting future operational needs through a technology lens.
Vendor & Stakeholder Management
- Manage relationships with third-party technology vendors and service providers, overseeing performance and service delivery.
- Collaborate closely with operations leadership, technology teams,...
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