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Head of Investment Platform

$180k-325k/hr•Full-timeRemote

location_onNorth Marion Street, Wilhelmina, Harbour Island, Tampa, Hillsborough County, Florida, 33602, United States

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Job Description

About the Role

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 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.

Work location

Work model: Remote

North Marion Street, Wilhelmina, Harbour Island, Tampa, Hillsborough County, Florida, 33602, United States

Tampa, Florida

Open in Google Maps(27.95057, -82.45726)

Key Responsibilities

  • check_circleLead design and evolution of investment platform infrastructure
  • check_circleTranslate investment strategy into scalable operational implementation
  • check_circlePartner with Technology to oversee portfolio and trading systems
  • check_circleOwn investment platform policies in partnership with Compliance
  • check_circleServe as senior escalation point for platform and operational issues
  • check_circleDevelop long-term platform roadmaps aligned with firm growth
  • check_circleOversee trading architecture, workflows, and model deployment

Requirements

  • verified10+ years experience in wealth management, asset management, RIA platform leadership, TAMP, OCIO, or enterprise investment platform
  • verifiedBachelor's degree in Finance, Business, Economics, or related field
  • verifiedAdvanced degree preferred
  • verifiedCFA or comparable professional designation a plus

Benefits & Perks

check_circle401(k) matchingcheck_circleDental insurancecheck_circleFlexible spending accountcheck_circleHealth insurancecheck_circleLife insurancecheck_circlePaid time offcheck_circleVision insurance

Skills, education and keywords

Skills: cfa, investment advisers act, uma structures, smas, direct indexing, portfolio management systems, trading systems, model marketplaces, fintech integrations, supervisory controls.

Education: Bachelor’s degree in Finance, Business, Economics or related field required.

Frequently asked questions about Head of Investment Platform at Poweredbyconcurrent

What does a Head of Investment Platform at Poweredbyconcurrent do?expand_more
A Head of Investment Platform at Poweredbyconcurrent is responsible for the following: Lead design and evolution of investment platform infrastructure; Translate investment strategy into scalable operational implementation; Partner with Technology to oversee portfolio and trading systems; and Own investment platform policies in partnership with Compliance.
What are the requirements for this Head of Investment Platform role?expand_more
Poweredbyconcurrent is looking for candidates who meet the following requirements: 10+ years experience in wealth management, asset management, RIA platform leadership, TAMP, OCIO, or enterprise investment platform; Bachelor's degree in Finance, Business, Economics, or related field; Advanced degree preferred; and CFA or comparable professional designation a plus.
What is the salary range for Head of Investment Platform at Poweredbyconcurrent?expand_more
The advertised salary range for Head of Investment Platform at Poweredbyconcurrent is $180k-325k/hr.
Where is the Head of Investment Platform role at Poweredbyconcurrent located?expand_more
Head of Investment Platform at Poweredbyconcurrent is based in North Marion Street, Wilhelmina, Harbour Island, Tampa, Hillsborough County, Florida, 33602, United States. This is a remote role.
Is this Head of Investment Platform job remote, hybrid, or on-site?expand_more
Poweredbyconcurrent has listed this Head of Investment Platform role as remote.
How much experience is required for this Head of Investment Platform role?expand_more
Candidates for Head of Investment Platform at Poweredbyconcurrent should have lead.
What skills do you need for the Head of Investment Platform role at Poweredbyconcurrent?expand_more
Key skills for Head of Investment Platform at Poweredbyconcurrent include cfa; investment advisers act; uma structures; smas; direct indexing; portfolio management systems; trading systems; and model marketplaces.
What education is required for Head of Investment Platform at Poweredbyconcurrent?expand_more
Educational requirements for this role: Bachelor’s degree in Finance, Business, Economics or related field required.
What category does the Head of Investment Platform role belong to?expand_more
Head of Investment Platform at Poweredbyconcurrent is part of the Accounting & Finance job category on Recrutus.