Senior Manager – Wealth Investment & Portfolio Management Platforms

KeyBank

Technical delivery leader responsible for investment and portfolio management platforms at KeyBank. Advancing private investments technology and managing a team of professionals.

Posted 5/8/2026full-timeRemote • Ohio • 🇺🇸 United StatesSenior💰 $112,000 - $210,000 per yearWebsite

About the role

Key responsibilities & impact

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.
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).
Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market-hours workloads.
Lead incident/problem management (on-call readiness, root-cause analysis) and ensure high-quality releases/cutovers with rollback plans.
Maintain data integrity and control from source through execution and reporting in a regulated environment.

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

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio modelingrebalancingtrading systemsfinancial data platformsOMSEMSAPIsdata onboardingincident managementroot-cause analysis

Soft Skills

team leadershipperformance managementcoachingcross-functional collaborationgovernanceagile deliveryrisk managementcommunicationproblem-solvingstrategic alignment