Technology Lead - Asset & Wealth Management

Overview

UST is seeking a seasoned Technology Lead (Principal Enterprise Architect) for Asset & Wealth Management to drive and deliver end-to-end technology transformation initiatives within the portfolios of leading investment and wealth management firms. This role requires a unique blend of domain expertise (asset/wealth management), architectural leadership, and transformation technology experience.

The ideal candidate will be responsible for shaping and delivering strategic modernisation efforts, spanning core platforms, data and digital initiatives, and AI-driven innovation in alignment with regulatory, operational, and customer-focused priorities with a key focus on Change the Bank (CTB).

Responsibilities

• Define the future-state technology strategy for asset and wealth management clients, aligned to business goals such as operational efficiency, regulatory compliance, client experience, and front-to-back integration.
• Partner with senior business and IT stakeholders to shape and lead Change the Bank portfolios, prioritising initiatives that deliver measurable impact.
• Lead legacy platform modernisation (e.g., portfolio management systems, order management, core banking systems) through adoption of microservices, cloud, APIs, and event-driven architectures.
• Oversee digital transformation of front-office and client engagement platforms (e.g., advisor portals, investor dashboards, digital onboarding, portfolio analytics).
• Support rationalisation and integration of fragmented technology estates resulting from mergers, acquisitions, or platform expansion.
• Identify and drive AI and data-driven use cases relevant to investment advisory, client servicing, risk management, and operational automation (e.g., hyper-personalisation, RPA, document intelligence, GenAI for regulatory reporting or client communications).
• Collaborate with data and analytics teams to modernise the data estate, including data lakes, master data governance, lineage tracking, and real-time insights.
• Serve as the technology lead or architect across large transformation initiatives, guiding multi-disciplinary teams in agile or hybrid delivery environments.
• Ensure robust governance, risk management, compliance alignment (e.g., MiFID II, Basel III, ESG reporting), and technology resilience within transformation initiatives.

Stakeholder & Ecosystem Engagement

• Act as a trusted advisor to CIOs, CTOs, Heads of Transformation and COOs across business and technology domains.
• Engage with platform vendors (e.g., Temenos, Avaloq, Charles River, Murex, Salesforce FSC) and FinTech ecosystem to bring innovation and differentiation to client solutions.

What You Need

• 15+ years of experience in technology architecture roles, ideally with at least 5 years in asset or wealth management, investment banking, or private banking domains.
• Proven success in leading transformation programs within CTB functions or strategic change portfolios, including platform upgrades, architecture modernization, and ecosystem integrations.
• Strong understanding of core investment platforms (e.g., PMS, OMS, CRM, risk engines), middle and back-office systems, and associated data flows.
• Hands-on experience with cloud-native platforms (AWS, Azure, GCP), API management, enterprise integration, and data architecture.
• Exposure to AI/ML or Generative AI in real-world applications (e.g., NLP, entity extraction, predictive analytics, conversational AI).
• Deep appreciation of regulatory landscape, data privacy, and cybersecurity needs within financial services.

Preferred Background

• Experience working with top-tier banks, asset managers, or technology consulting firms delivering transformation engagements.
• Prior experience engaging with financial regulators, internal audit, and risk teams during transformation governance.
• Strong commercial and business acumen; able to translate business priorities into feasible technical strategies.

Education

• Bachelor’s or Master’s degree in Computer Science, Engineering, Information Systems, or Finance-related disciplines.
• Industry certifications in cloud (e.g., AWS/Azure Solution Architect), TOGAF, or financial regulation (e.g., CISI, CFA) are desirable.

EEO Statement

UST is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. UST reserves the right to periodically redefine your roles and responsibilities based on the requirements of the organization and/or your performance.