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The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.

Title: Wealth Investment & Portfolio Management Platforms Senior Manager Job Type: FTE, Salary - Exempt Location: Brooklyn, Onsite/Travel Requirements: Hybrid/3 Days Onsite (T, W, TH) Eligibility: This role is not open to current or future sponsorship, or C2C partnershipJob DescriptionWright Technical Services is proud to represent a highly respected Banking institution for this position. The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. A key focus is advancing the private investments technology stack and integrating subscriptions, capital calls/distributions, valuations, and document/data flows into enterprise portfolio management workflows.Role clarity: Not a software development role; focused on technical delivery leadership, integration, delivery governance, and run/operational excellence for vendor and internally built platforms and implementations.Qualifications• 7–10+ years delivering and operating investment or trading-system technology, with ownership of production platforms and releases.• 7–10+ years building, structuring, and leading technology teams (engineering, data, and/or integration), including hiring, performance management, and coaching• Must-have Technical Delivery Experience<ul><li>Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.</li><li>Technical depth to review designs, challenge assumptions, and make tradeoffs across performance, resiliency, data quality, and security.</li><li>Comfortable governing agile delivery, testing strategy, release/change, environments, observability, and incident/problem management (no day-to-day coding required).</li></ul>• Competency Expectations<ul><li>Lead and develop high-performing delivery/support teams; communicate complex concepts clearly to business and technology audiences.</li><li>Drive disciplined delivery for high-risk systems: cutover planning, change control, and release readiness.</li><li>Operate with strong production mindset: reliability, performance/latency, recovery, and incident/problem management.</li><li>Partner effectively with Product and the Chief Investment Office to translate strategy into roadmaps and execution.</li><li>Maintain data integrity and control from source through execution and reporting in a regulated environment.</li></ul>Key Responsibilities• Technical Leadership, Delivery & Governance<ul><li>Build and manage a team of technology professionals</li><li>Own end-to-end delivery and production ownership for portfolio modeling, rebalancing, trading, subscription, and financial data provider platforms.</li><li>Establish delivery governance and agile ways of working; partner with Product Management where applicable to align priorities, scope, and outcomes.</li><li>Lead cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases.</li><li>Lead developing the platform roadmap (modernization, cloud enablement, integration/API strategy).</li></ul>• Platform Architecture, Integration & Data<ul><li>Provide technical oversight for architecture and integrations across OMS/EMS platforms, custodians/brokers, market data providers, and downstream reporting (APIs, messaging, streaming).</li><li>Advance the private investments technology stack, integrating into portfolio management workflows (subscription/commitments, capital calls/distributions, valuations, Schedule K1s/documents, data onboarding).</li><li>Integrate private investments data/events into enterprise portfolio workflows and consumers (analytics, performance/attribution, operations, accounting, risk, reporting), aligning data models and controls.</li><li>Govern data lineage, quality, and timing across investment processes (pricing, benchmarks, performance, attribution).</li></ul>• Operations, Risk & Service Management<ul><li>Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market-hours workloads.</li><li>Implement observability (monitoring, alerting, logging, tracing) and service level objectives/service level indicators; drive stability/backlog initiatives.</li><li>Lead incident/problem management (on-call readiness, root-cause analysis) and ensure high-quality releases/cutovers with rollback plans.</li><li>Partner with Risk, Compliance, and Security to deliver controls and execute remediation; partner with CIO/Trading/Operations on new capabilities.</li></ul>• Vendor & Financial Management<ul><li>Select and govern vendors/partners (contracts, SLAs, delivery quality).</li><li>Manage base personnel and software expense to financial plan.</li></ul>Eligibility: All applications current authorized to live and work in the United States on a Permanent basis are welcome to apply. Must be currently residing in the US. Sponsorship is not available for this position.Wright Technical Services and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Wright Technical Services

Technology Sr Manager -Wealth Investment

Accounting

Application Programming Interface (API)

Banking Services

Benchmarking

Brokerage

Change Control

Cloud Computing

Coaching

Communication Skills

Cross-Functional

Data Modeling

Data Quality

Financial Management

Financial Planning

Incident Management

Information/Data Security (InfoSec)

Investment Management

Leadership

On Call

Onboarding

People Management

Performance Analysis

Performance Management

Pricing

Product Management

Production Support

Risk

Risk Management

Root Cause Analysis

Security Compliance

Service Level Agreement (SLA)

Software Development

Team Lead/Manager

Technical Delivery

Technical Leadership

Test Strategy

Trading Systems

Vendor/Supplier Selection

Willing to Travel

Crelate

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Financial Trend Analysis

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