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Platform & Architecture Leadership:
• Define and evolve the end-to-end SMA platform’s business architecture across portfolio management, trading, compliance, and operations workflows.
• Identify integration points across the SMA platform, and dependent systems (e.g., accounting, UMA, data platforms).
• Ensure platform design supports scale, resiliency, and operational efficiency.
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Strategy-to-Execution Translation
•Translate SMA business strategy into clear product roadmaps, architectural blueprints, and delivery plans.
• Break down initiatives into epics, features, and measurable outcomes.
• Balance tradeoffs across business value, risk, and delivery constraints.
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Cross-Functional Leadership
• Lead alignment across product, engineering, operations, data, and risk teams.
• Drive program-level execution, including planning, prioritization, and dependency management.
• Partner with stakeholders to manage scope, sequencing, and delivery commitments.
• Support development and implementation of new investment products together with Business Development, Product, Quantitative Research, and Platform Integrations teams.
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Operating Model and Process Transformation
• Design and implement scalable workflows across the investment lifecycle.
• Define ownership boundaries across product, engineering, and operations.
• Introduce standards, playbooks, and governance for execution at scale.
-Change Management and Adoption
• Drive adoption of new platform capabilities across portfolio managers, traders, and operations teams.
• Ensure readiness across process, tooling, and controls.
• Establish feedback loops to continuously improve platform usability and outcomes.
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Continuous Improvement and Innovation
• Identify opportunities to improve automation, data quality, and workflow efficiency.
• Leverage emerging technologies to enhance scale and productivity.