IT Manager, Wealth Management

4 weeks ago


Boston, United States Harbourvest Full time

IT Manager, Wealth Management page is loaded## IT Manager, Wealth Managementlocations: Bostontime type: Full timeposted on: Posted 3 Days Agojob requisition id: R1995**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment thats marked by low turnover and high energy, youll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The IT Manager is responsible for oversight and coordination of execution and performance for the platforms and services within the Wealth Technology Team. They work with peers and colleagues to continuously improve the outcomes of the Wealth technology stack via refinement of artifacts, business engagement, and adherence to standard methodologies and emerging technology. The IT Manager possesses demonstrated leadership skills, is an active thought partner and application innovator who shapes the technological demand among the business community.The ideal candidate is someone who is:* Confident self-starter capable of setting plans, driving projects to completion.* A team leader with experience leading Agile development and support teams.* Excellent facilitation and social skills, both written and verbal, including experience translating technical concepts and decisions to non-technical staff. Is capable of interacting with all areas and levels of business.* Strong attention to detail, focus on execution of tasks, and adaptability to meet changing timelines and priorities.* Experienced with financial services industry, accounting and investments, ideally with Wealth or Private Equity focus.## What you will do:* Partner with Product Management teams, including Platform Owners and Business Product Owners to prioritize backlogs, refine roadmaps, and maintain dependencies across applications and critical initiatives.* Plan and execute technology projects, adhering to standard methodologies.* Lead a team consisting of Business Analysts, Scrum Masters, Developers and QA Testers, encouraging team members professional growth with regular feedback and development opportunities.* When appropriate, manage third party software vendors to provide application support; Collaborate with support partners to mature Application Managed Services model.* Act as an intermediary between the business and the technical community working with project teams and business partner to collect, clarify, and translate business requests into documentation and conceptual design (using appropriate tools and models) from which applications and solutions are developed.* Manage the prioritized work for both build and run.## What you bring:* Ability to be hands on with troubleshooting and execution.* Experience with agile frameworks including Scrum and Kanban.* Previous experience as a people leader required.* A data driven approach and ability to use data to drive process improvement.* Experience with financial applications; including experience leading critical transactional and reporting applications.* Experience with vendor management.* Excellent interpersonal, communication, facilitation, and presentation skills.* Proficiency in Microsoft products suite (Excel, Access, PowerPoint, Word, Visio) and Microsoft Azure Dev ops or similar products* Experience within Microsoft Power Suite (Apps, BI, Automate) is a plus.## Education Preferred* Bachelor of Science (B.S) or equivalent experienceExperience* 5-8 Years of managerial experience, managing teams of 5-10 individual contributors.* 3+ years experience in Financial Services, preferably within investment management or private equity.#LI-Hybridlocations: Bostontime type: Full timeposted on: Posted 3 Days AgoHarbourVest is an independent, global private markets firm with over 43 years of experience and more than $138 billion assets under management as of September 30, 2024. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $59 billion to newly-formed funds, completed over $55 billion in secondary purchases, and invested over $40 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr


  • Wealth Manager

    4 weeks ago


    Boston, United States Lido Advisors, LLC Full time

    Overview Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth Manager. The Wealth Manager provides the highest level of wealth management services to Lidos clients, works closely with the Senior Wealth Manager, and supports the Senior Wealth Managers existing book of clients. The role requires...

  • Wealth Manager

    4 weeks ago


    Boston, United States Lido Advisors, LLC Full time

    Overview Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth Manager. The Wealth Manager provides the highest level of wealth management services to Lidos clients, works closely with the Senior Wealth Manager, and supports the Senior Wealth Managers existing book of clients. The role requires...


  • Boston, United States Focus Partners Wealth Full time

    Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement,...


  • Boston, MA, United States Focus Partners Wealth Full time

    Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement,...


  • Boston, MA, United States Focus Partners Wealth Full time

    Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement,...


  • Boston, United States Goldman Sachs Full time

    YOUR IMPACTAccelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of...


  • Boston, United States Wellington Management Full time

    About the Role The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing experience, strong client perspective, and a commercial lens to partner with distribution, product management and portfolio management teams as we expand and deepen relationships with financial advisors, wire houses, and global financial...


  • Boston, Massachusetts, United States Riverview Capital Advisers, LLC Full time $125,000 - $175,000 per year

    Riverview is seeking a Private Wealth Advisor to join the wealth management team. You will meet and develop client relationships with ultra-high net worth individuals as you and the wealth management team work to create customized wealth management plans for individuals, families, and businesses.This is an opportunity for someone to join a growing firm and...


  • Boston, United States HarbourVest Partners Full time

    IT ManagerFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In...


  • Boston, United States HarbourVest Partners Full time

    Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...