Senior Core Banking & Platform Portfolio Manager

Location:

4910 Tiedeman Road, Brooklyn Ohio

The Business Technology Senior Manager for Core Banking & Platform Portfolio Management is a technical delivery leader, and people manager, accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting core banking portfolio management. A key focus is advancing and modernizing the core banking technology platforms and system integration. 

Role clarity: Not a software development role; focused on technical delivery leadership, integration, delivery governance, and seamless delivery for vendor and internally built platforms and implementations.

Primary Responsibilities

Technical Leadership, Delivery & Governance

• Develop and manage a team of internal and external 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/waterfall 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, integration/API strategy).

Platform Architecture, Integration & Data

• Provide technical oversight for architecture and integrations across mainframe and distributed platforms and downstream reporting (APIs, messaging, streaming).
• Advance the core banking technology stack, integrating modern technology into core banking workflows, (digital & real-time payments, pricing platforms).
• Integrate core banking data/events into enterprise portfolio workflows for consumers and commercial data models and controls.

• Govern data lineage, quality, and timing across core banking processes (pricing, benchmarks, performance, attribution).

Application Support, Risk & Service Management

• Own and report on platform stability/reliability and system 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 critical stakeholders on new capabilities.

Vendor & Financial Management

• Select and govern vendors/partners (contracts, SLAs, delivery quality).
• Manage base personnel and software expense to financial plan.

Competency Expectations

• Lead and develop high-performing delivery/support teams; communicate complex concepts clearly to business and technology audiences.
• Strong influencing and communication skills, with the ability to partner and negotiate at senior leadership levels
• Drive disciplined delivery for high-risk systems: cutover planning, change control, and release readiness.
• Operate with strong production mindset: reliability, performance/latency, recovery, and incident/problem management.
• Partner effectively with Product and the Chief Investment Office to translate strategy into roadmaps and execution.
• Maintain data integrity and control from source through execution and reporting in a regulated environment.

Qualifications

Must-have Technical Delivery Experience

• 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/waterfall delivery, testing strategy, release/change, environments, observability, and incident/problem management (no day-to-day coding required).

• 7+ years delivering and operating core banking system technology, with ownership of production platforms and releases.
• 7+ years leading technology teams (engineering, data, and/or integration), including hiring, performance management, and coaching.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $116,