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Client Platform Global Lead

J Harlan Associates

Client Platform Global Lead

Philadelphia, PA
Full Time
Paid
  • Responsibilities

    J Harlan Group is currently conducting a search for a Head of Client & Distribution Technology at a Global Asset Manager based in Philadelphia. We are seeking a senior, high caliber and highly motivated individual with a strong track record of successful delivery in institutional/corporate marketing, sales and client servicing technology to join the growing team in center-city Philadelphia.

    An exciting opportunity to work with key business and technology stakeholders to drive strategic client platform technologies across the entire asset management technology landscape. The Client Platform Global Lead will define and deliver technology solutions to advance investment management lifecycle processes, including

    The Global Investments Platform Manager will be responsible for defining the future-state technical environment to support the global asset management platform with a focus on institutional/corporate marketing, sales and client servicing technology.

    Principal Responsibilities:

    • Clean start to drive technology decisions and deliver solutions that engage clients across the client lifecycle from prospect, sales, onboarding and servicing.
    • Develop strong senior business relationships to understand key business process, priorities and how the business win.
    • Become a valued partner with business stakeholders by anticipating and proposing alternative solutions to help business extend their reach.
    • Manage and lead a global DevOps team to provide end-to-end design, delivery and operation of applications and solutions.
    • Develop and manage platform priorities, budget and resourcing requirements.
    • Manage the platform in line with the bank’s policies and architecture standards to ensure technology risks are understood, communicated, and effectively mitigated.
    • Champion technology process, practice and emerging technologies to automate, simplify and innovate the technology landscape.

    Champion technology process, practice and emerging technologies to automate, simplify and innovate the technology landscape Key Initiatives:

    • Transforming Client platforms from regional to global
    • Delivering new mobile capabilities to enable business agility and extend business reach
    • Empowering businesses to increase insights by standing up an enterprise business intelligence (BI) platform
    • Advance Data Governance to boost global business competitiveness
    • Maximize application agility and scalability by adopting both public and private cloud technologies
    • Developing continuous delivery capabilities by utilizing DevOps to optimize time to market.

    The ideal candidate would have a background including:

    • Domain knowledge and experience in marketing, sales and client services, preferably in an institutional client setting.
    • Entrepreneurial, highly motivated and self-directed with a strong delivery mindset.
    • Good listening skills, highly collaborative across global teams, managing time zones effectively.
    • Proficient in pragmatically marrying new technology with a secure, stable, scalable environment in a nimble manner,
    • Creating and leading, high-performing delivery teams and proposing and achieving successful outcomes for an asset management business.
    • Adept at engaging, collaborating and influencing people at all levels and areas of financial services organizations
    • Hands-on experience with relevant technologies, like Salesforce, websites, client portals mobile, data analytics etc. and be able to identify opportunities to effectively apply these with Macquarie.
    • Experience in program and delivery management, including budgets and forecasts.
    • Bachelor's degree in computer science, engineering or a related field.

    An individual who loves solving deep and complex technical and business problems and wants to have an outsized impact with the products they build and deliver. An individuals with a passion for investment technology, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class software. 

    They seek candidates who are high-energy self-starters who want to join an investment banking firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works in a highly collaborative and charged environment.

    Successful candidates are:

    • Analytic and relentless in pursuit of the right answer
    • Strong communicators who excel at rapid synthesis
    • Able to demonstrate sound business judgment
    • Able to digest complexity while maintaining an understanding of the “big picture” of business needs
    • Team players who are energized by a collaborative enterprise

     About the Client:

    Our Client is the global investment management arm of a global provider of banking, financial, advisory, investment and funds management services operating in more than 70 locations in more than 27 countries. They manage more than $263 billion across 24 independent global investment teams. Their global network of specialist asset management teams strive to deliver superior, sustainable risk-adjusted returns by employing their extensive experience, strong investment convictions, and commitment to in-depth research.

    They offer securities investment management capabilities across a number of asset classes including fixed income, currencies, equities, infrastructure securities, hedge funds, and multi-asset allocation solutions. With their strong asset management expertise and strong investment convictions they are dedicated to providing their clients with investment excellence.

    The firm’s employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients.