Note: The job is a remote job and is open to candidates in USA. KeyBank is seeking a Technology Senior Manager for Wealth Investment & Portfolio Management Platforms. This role is responsible for leading technical delivery and managing a team to ensure the successful operation of portfolio management platforms, focusing on integration, governance, and operational excellence.
Responsibilities
- 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)
- 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)
- 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
- Select and govern vendors/partners (contracts, SLAs, delivery quality)
- Manage base personnel and software expense to financial plan
Skills
- 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
Benefits
- Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
- 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
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