Head of Investment Platform
$180k/y-$325k/y
Concurrent2 days ago
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RemoteFull-timeDirector
Summary
Concurrent is seeking a Head of Investment Platform to join their team in Tampa, FL. The role involves architecting and scaling the firm’s investment platform infrastructure.
About the Role
As the Head of Investment Platform, you will serve as the enterprise architect for investment capabilities across the organization. Your responsibilities include leading the design and evolution of the investment platform infrastructure, developing long-term platform roadmaps, ensuring operational readiness, and overseeing governance and risk oversight related to the investment platform.
About You
Required:
- Ten or more years of experience in wealth management, asset management, RIA platform leadership, TAMP, OCIO, or enterprise investment platform environments.
- Demonstrated experience overseeing investment platform infrastructure rather than solely portfolio management.
- Bachelor’s degree in Finance, Business, Economics, or related field.
Preferred:
- Advanced degree preferred.
- CFA or comparable professional designation a plus.
Benefits
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Concurrent
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.
Tampa, FL