Senior Manager – Wealth Investment and Portfolio Management Platforms

KeyBank

Senior Manager for Wealth Investment & Portfolio Management Platforms, leading technical delivery and integration of investment technology solutions. Focused on operational excellence and team management within remote structure.

Posted 7/8/2026full-timeRemote • Ohio • 🇺🇸 United StatesSenior💰 $112,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in delivering and operating investment technology platforms, with a strong focus on production ownership, agile governance, and cross-functional team leadership. Proficient in managing integrations, data quality, and performance across trading and portfolio management systems.

Highest-signal resume keywords

Investment Technology DeliveryCross-Functional Team LeadershipAgile GovernanceTechnical Oversight for IntegrationsData Quality Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementTrading SystemsIntegration ManagementData GovernancePerformance ManagementRisk ManagementTechnical ArchitectureVendor ManagementAgile MethodologiesRelease Management

Soft Skills

CoachingPerformance ManagementCollaborationProblem SolvingCommunication

Tools & Technologies

OMS PlatformsEMS PlatformsAPIsMarket Data ProvidersData Onboarding ToolsAnalytics PlatformsReporting ToolsIncident Management SystemsTesting Strategy ToolsObservability Tools

Industry Keywords

Investment ManagementTradingPrivate InvestmentsData LineageFinancial Data ProvidersCapital CallsValuationsSchedule K1Performance AttributionCutover Management

About the role

Key responsibilities & impact

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.
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).

Requirements

What you’ll need

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.
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).

Benefits

Comp & perks

Incentive compensation including production, commission, and/or discretionary incentives.