Wealth Investment & Portfolio Management Platforms Senior Manager

Location:

4910 Tiedeman Road, Brooklyn Ohio

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.

Primary Responsibilities

Technical Leadership, Delivery & Governance

• Build and manage a team of technology professionals
• Own end-to-end delivery and production ownership for portfolio modeling, rebalancing, trading, subscription, and financial data provider platforms.

• Establish delivery governance and agile ways of working; partner with Product Management where applicable to align priorities, scope, and outcomes.
• Lead cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases.
• Lead developing the platform roadmap (modernization, cloud enablement, integration/API strategy).

Platform Architecture, Integration & Data

• Provide technical oversight for architecture and integrations across OMS/EMS platforms, custodians/brokers, market data providers, and downstream reporting (APIs, messaging, streaming).

• Advance the private investments technology stack, integrating into portfolio management workflows (subscription/commitments, capital calls/distributions, valuations, Schedule K1s/documents, data onboarding).
• Integrate private investments data/events into enterprise portfolio workflows and consumers (analytics, performance/attribution, operations, accounting, risk, reporting), aligning data models and controls.
• Govern data lineage, quality, and timing across investment processes (pricing, benchmarks, performance, attribution).

Operations, Risk & Service Management

• Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market-hours workloads.

• Implement observability (monitoring, alerting, logging, tracing) and service level objectives/service level indicators; drive stability/backlog initiatives.
• Lead incident/problem management (on-call readiness, root-cause analysis) and ensure high-quality releases/cutovers with rollback plans.
• Partner with Risk, Compliance, and Security to deliver controls and execute remediation; partner with CIO/Trading/Operations on new capabilities.

Vendor & Financial Management

• Select and govern vendors/partners (contracts, SLAs, delivery quality).
• Manage base personnel and software expense to financial plan.

Competency Expectations

• Lead and develop high-performing delivery/support teams; communicate complex concepts clearly to business and technology audiences.
• Drive disciplined delivery for high-risk systems: cutover planning, change control, and release readiness.
• Operate with strong production mindset: reliability, performance/latency, recovery, and incident/problem management.
• Partner effectively with Product and the Chief Investment Office to translate strategy into roadmaps and execution.
• Maintain data integrity and control from source through execution and reporting in a regulated environment.

Qualifications

Must-have Technical Delivery Experience

• 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.
• Technical depth to review designs, challenge assumptions, and make tradeoffs across performance, resiliency, data quality, and security.
• Comfortable governing agile delivery, testing strategy, release/change, environments, observability, and incident/problem management (no day-to-day coding required).

• 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.

This position is NOT eligible for employment visa sponsorship for non-U.S. citizens.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 07/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

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