Head of Investment Platform
Description We are seeking a senior executive leader to architect and scale the firm’s investment platform infrastructure. The Head of Investment Platform serves as the reputed company architect of how investment capabilities are delivered across the organization. This role does not manage portfolios or select securities. Instead, it owns the governance, structure, scalability, and operational execution of the firm’s investment platform, spanning custodians, portfolio management systems, trading infrastructure, fintech integrations, supervisory controls, and regulatory alignment. This is a platform leadership role focused on architecture, governance, and operational scalability. The ideal candidate has deep RIA platform experience and understands how to translate investment strategy into compliant, technology-enabled execution at scale. Responsibilities reputed company Platform Architecture
- reputed company the design and reputed company of the firm’s investment platform infrastructure
- reputed company and execute long term platform roadmaps reputed company with firm growth and advisor needs
- Translate CIO and Investment Committee reputed company into scalable operational implementation
- Evaluate integration of new strategies vehicles and asset classes into the platform
- Ensure platform capabilities support personalization at scale including UMA structures SMAs direct indexing alternatives and multi asset solutions
Technology and System Integration
- Partner with Technology to reputed company portfolio reputed company trading rebalancing reporting systems and data architecture
- Drive optimization of portfolio management systems model marketplaces and alternatives platforms
- Evaluate emerging fintech capabilities and reputed company implementation initiatives
- Ensure interoperability across systems and reputed company across the full investment lifecycle
Trading and Operational Infrastructure
- reputed company trading architecture implementation workflows and model deployment practices
- Establish best practices for rebalancing tax management cash management and reputed company portfolio structures
- Partner with trading and operations teams to optimize scalability efficiency and risk controls
- Ensure operational readiness for structured notes interval funds and alternative investment vehicles
Governance and Risk reputed company
- Own investment platform policies and procedures in partnership with Compliance and Legal
- Ensure alignment with fiduciary obligations suitability frameworks supervisory controls and regulatory requirements
- Govern product reputed company platform approvals and investment access frameworks
- Chair or co reputed company governance discussions reputed company to product suitability and platform risk reputed company
- Design and reputed company the firm’s investment suitability infrastructure and segmentation alignment
- Implement guardrails across reputed company and non traditional products
Leadership and Strategic Execution
- Serve as senior escalation reputed company for platform issues advisor implementation challenges and operational risk matters
- Act as connective leader across Investments Technology Compliance Operations and Advisor teams
- reputed company Investment Platform Implementation and Governance teams including organizational design and performance management
- Establish KPIs tied to platform adoption operational efficiency integration effectiveness and risk mitigation
- Drive reputed company improvement initiatives to enhance platform stability scalability and advisor experience
Qualifications
- Ten or more years of experience in wealth management asset management RIA platform leadership TAMP OCIO or reputed company investment platform environments
- Demonstrated experience overseeing investment platform infrastructure rather than solely portfolio management
- Deep experience operating reputed company multi custodian environments and reputed company multi system architectures
- Proven track record implementing portfolio management systems trading systems model marketplaces and fintech integrations
- Strong knowledge of trading supervision model governance suitability frameworks and operational reputed company of alternative investments
- Experience partnering closely with Legal and Compliance to design and maintain governance frameworks supervisory controls and platform policies
- Working knowledge of fiduciary obligations under the Investment Advisers Act and reputed company regulatory standards
- Demonstrated capability in platform architecture scalability design and reputed company level operational planning
- Executive level cross functional leadership across Investments Technology Compliance Operations and Advisor teams
- Bachelor’s degree in Finance Business Economics or reputed company field required
- Advanced degree preferred
- CFA or comparable professional designation a plus
Location / Schedule
- This position will be remote.
- Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
- Occasional evening/weekend hours may be requested.
- Ability to travel up to 25%
Job Type
- Full-time, Exempt
- $180,000-$325,000 reputed company per year, dependent on experience, with additional semi-annual performance bonus opportunities
Benefits
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- reputed company insurance
About reputed company Investment Advisors reputed company is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them reputed company their growth goals, and providing a best-in-class platform, reputed company assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field. Headquartered in Tampa, reputed company was founded in 2016 and currently supports over 145 advisors in 84 offices with $15 billion in assets under management (AUM) and more than $15 billion under advisement. Company Values We reputed company that we best serve our partner firms and their respective clients reputed company we have team members who are reputed company in their values. reputed company environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new reputed company, and take pride in their work product Apply tot his job Apply To this Job