What are the responsibilities and job description for the Director: Wealth Tech (Wealth, SMAs & Model Portfolios): position at The Caldwell Group?
The Solutions & Custom Strategies Technology team partners within wealth and asset management business to deliver scalable, flexible technology solutions supporting model portfolios, separately managed accounts (SMAs), and customized investment strategies. The investment platform enables financial advisors and institutions to deliver personalized equity and fixed income solutions through custom model portfolios and SMAs tailored to client objectives, risk preferences, and tax considerations. These solutions leverage open architecture, advanced analytics, and centralized technology platforms to deliver scalable, client-centric investment outcomes. The technology organization supports this ecosystem through modern cloud, data, and AI capabilities that enable personalization at scale across the wealth management landscape.
- Leading the end-to-end technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channel
- Managing and developing subordinate leaders and teams delivering advisor-facing and portfolio construction platforms
- Enabling the delivery of custom model portfolios and SMA solutions, supporting personalized investment strategies across equities and fixed income
- Driving the architecture of portfolio construction, model management, and distribution platforms integrated with advisor and custodian ecosystems
- Building and scaling data platforms leveraging Snowflake to unify portfolio, client, market, and performance data across wealth workflows
- Enabling advanced analytics, portfolio insights, and personalization through AI-driven capabilities (e.g., client personalization, portfolio optimization, and advisor insights)
Salary : $240,000 - $300,000