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Tier-1 brand, metro location, and broad cross-functional tech/finance requirements increase candidate density.
Role requires specialized custody and securities services experience, limiting cross-industry transferability.
Explicit 10+ years requirement and mandatory custody/portfolio governance expertise makes hiring filters stringent.
Own end-to-end global technology investment portfolio for Custody business, managing multi-million-dollar budgets and execution of change initiatives.
Lead annual and multi-year technology investment planning with transparent prioritization, ensuring alignment with strategic, regulatory, and risk mitigation goals.
Act as central liaison among Custody Product, Operations, Technology, Finance, and Investor Services, owning the Custody investment thesis and governance mechanisms including ROI tracking and business case formulation.
10+ years experience in Financial Services, Securities Services/Custody, or management consulting focused on technology strategy or investment portfolio governance.
Strong knowledge of Custody and Investor Services business including global custody and post-trade settlement.
Proven experience managing large-scale technology investment budgets, business case development, and capex allocation.
Bachelor’s or Master’s degree in Finance, Economics, Computer Science, Business Administration, or equivalent practical experience.
Experienced leader capable of coordinating and influencing senior stakeholders across Product, Technology, Operations, and Finance in a complex matrix environment.
Well-versed in portfolio governance and strategic prioritization balancing discretionary, regulatory, and risk-related investments.
Strategic thinker with strong analytical rigor and agility to manage competing priorities under tight delivery and regulatory deadlines.