Wealth Hub Platform Leader

2 months ago

Toronto, Canada State Street Full time

Who we are looking for

Charles River Development is looking for a VP, Technology Platform Lead for a Managed Account open architecture multi-tenant SaaS platform, the CRD Wealth Hub. The Wealth Hub services Asset Managers and large Sponsors with separate account programs. It’s a network for Managers to automate and streamline communications to / from Sponsors. The Sponsor will have the ability to consume the mangers intellectual property, either models or discretionary trading. In this role you will have the overall responsibility of managing the multiple systems that supports the Wealth Hub. You will interface with all internal SaaS Operations groups Cloud Ops, Networking, Infrastructure, Tech support, Application Management; in addition to engineering teams, product management, CRD business units and clients. In this critical role you are responsible for managing, troubleshooting, and tracking all system requests and system issues. Additionally, you are responsible for internal and external client SLA/Dashboard reporting for the Wealth Hub.

Why this role is important to us

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.

What you will be responsible for:
As Wealth Hub Platform Lead, you will:

- Need deep knowledge and hands on implementation experience on cloud Infrastructure and networking.
- Define standards and best practices
- Own, manage, track and resolve client issues
- Own the annual Pen testing and SOC2 certification
- Document SaaS ops procedures
- Work across the numerous SaaS Ops groups and have a deep understanding of how each group functions
- Back up other Wealth Hub colleagues with client Wealth Hub product support

These skills will help you succeed in this role:

- Project Management, experience in managing large scale, multi-location projects
- Influence skills
- Strong background in an asset servicing business, ideally with wealth management / managed accounts experience, or experience within a wealth or asset management firm providing managed account solutions
- Proven track record defining business requirements related to system integration, workflow design, and overall business process definition
- Charles River IMS or securities trading software experience is preferred.
- High ability to collaborate with others in a matrixed organization
- Experience with SQL, MS SQL Server
- Problem solving
- Strong interpersonal and communications skills, able to interact at all levels of the organization

Education & Preferred Qualifications
- Bachelor's degree in a Technical or Analytical field required, Master’s preferred
- Network certification preferred
- Five years of cloud deployment experience, preferred with Azure experiences.
- Deep understanding of cloud technologies and services.
- Working experience with highly segmented networks in public and private clouds.
- Prior enterprise cloud architecture/design experience a huge plus.
- Experience in cloud monitoring using Tidal, ELK, and Dynatrace
- Excellent communication, documentation and troubleshooting skills
- An innovative approach to work, constantly looking to upgrade the system to more efficient and effective new technologies and processes

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.

Discover more at

State Street's Speak Up Line

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