Head of Investment Platform

Job Description DescriptionWe are seeking a senior executive leader to architect and scale the firm's investment platform infrastructure.The Head of Investment Platform serves as the enterprise 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.ResponsibilitiesEnterprise Platform ArchitectureLead the design and evolution of the firm's investment platform infrastructureDevelop and execute long term platform roadmaps aligned with firm growth and advisor needsTranslate CIO and Investment Committee decisions into scalable operational implementationEvaluate integration of new strategies vehicles and asset classes into the platformEnsure platform capabilities support personalization at scale including UMA structures SMAs direct indexing alternatives and multi asset solutionsTechnology and System IntegrationPartner with Technology to oversee portfolio accounting trading rebalancing reporting systems and data architectureDrive optimization of portfolio management systems model marketplaces and alternatives platformsEvaluate emerging fintech capabilities and lead implementation initiativesEnsure interoperability across systems and integrity across the full investment lifecycleTrading and Operational InfrastructureOversee trading architecture implementation workflows and model deployment practicesEstablish best practices for rebalancing tax management cash management and complex portfolio structuresPartner with trading and operations teams to optimize scalability efficiency and risk controlsEnsure operational readiness for structured notes interval funds and alternative investment vehiclesGovernance and Risk OversightOwn investment platform policies and procedures in partnership with Compliance and LegalEnsure alignment with fiduciary obligations suitability frameworks supervisory controls and regulatory requirementsGovern product onboarding platform approvals and investment access frameworksChair or co lead governance discussions related to product suitability and platform risk oversightDesign and oversee the firm's investment suitability infrastructure and segmentation alignmentImplement guardrails across complex and non traditional productsLeadership and Strategic ExecutionServe as senior escalation point for platform issues advisor implementation challenges and operational risk mattersAct as connective leader across Investments Technology Compliance Operations and Advisor teamsOversee Investment Platform Implementation and Governance teams including organizational design and performance managementEstablish KPIs tied to platform adoption operational efficiency integration effectiveness and risk mitigationDrive continuous improvement initiatives to enhance platform stability scalability and advisor experienceQualificationsTen or more years of experience in wealth management asset management RIA platform leadership TAMP OCIO or enterprise investment platform environmentsDemonstrated experience overseeing investment platform infrastructure rather than solely portfolio managementDeep experience operating within multi custodian environments and complex multi system architecturesProven track record implementing portfolio management systems trading systems model marketplaces and fintech integrationsStrong knowledge of trading supervision model governance suitability frameworks and operational oversight of alternative investmentsExperience partnering closely with Legal and Compliance to design and maintain governance frameworks supervisory controls and platform policiesWorking knowledge of fiduciary obligations under the Investment Advisers Act and related regulatory standardsDemonstrated capability in platform architecture scalability design and enterprise level operational planningExecutive level cross functional leadership across Investments Technology Compliance Operations and Advisor teamsBachelor's degree in Finance Business Economics or related field requiredAdvanced degree preferredCFA or comparable professional designation a plusLocation / ScheduleThis position will be remote. Working hours are 9am-5pm Monday-Friday with the option to work remote on FridaysOccasional evening/weekend hours may be requested.Ability to travel up to 25%Job Type Full-time, Exempt$180,000-$325,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunitiesBenefits401(k) matchingDental insuranceFlexible spending accountHealth insuranceLife insurancePaid time offVision insurance