Senior Manager, Portfolio Data & Reporting Apps

Fisher Investments

Tampa (FL)

On-site

USD 130,000 - 170,000

Full time

11 days ago
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Benefits offered by this job

100% paid medical, dental and vision
401(k) match up to IRS max
20 days PTO + 10 holidays
Family support programs

Job summary

Fisher Investments is seeking an Application Development Group Manager to lead the Portfolio Management Data & Reporting Technology team. You will shape engineering roadmaps, collaborate with users and technology leaders, and drive secure, scalable architectures for client reporting platforms.

You will hire and coach a team of up to 10, align priorities with business needs, and oversee delivery while improving end-user experience through self-service solutions and faster delivery timelines.

Qualifications

  • Minimum of 10 years of experience in leading Wealth Management Technology teams with focus on Portfolio Management Data and Client Reporting.
  • Experience leading and coaching technology teams and improving team's overall performance.
  • Experience in stakeholder management across business and technology.
  • Experience eliciting and representing a business group's technology needs through requirements, project management, and software delivery.
  • Demonstrated experience driving technology innovation, developing and accomplishing technology roadmaps, and delivering measurable improvements.
  • Experience with the full software development lifecycle, from strategy to development, deployment, and support.
  • Experience with cloud-based data platforms in Microsoft Azure including services such as Azure Data Factory, Azure Data Lake Storage, Azure SQL, Azure Functions, Key Vault.
  • Experience with API design standards including resource modeling, authentication and authorization and error handling.
  • Experience with industry standard Wealth Management Client Reporting solutions.
  • Familiarity with Databricks and medallion architecture is a strong plus.

Responsibilities

  • Collaborate with users, technology leaders, and partners to translate priorities into engineering roadmaps.
  • Manage the team, including hiring, development and terminations of up to 10 employees.
  • Ensure robust, scalable, secure, and compliant architecture of Portfolio Management Data & Client Reporting platforms
  • Set and build a strategy focused on self-service, speed, and high-quality results for Portfolio Management Data & Reporting Technology.
  • Prioritize work requests by assigning staff and overseeing delivery.
  • Lead the implementation of technical solutions and promote software development and support processes.
  • Define KPIs for efficient use of the application portfolio.
  • Reduce risk by implementing governance and security controls in partnership with risk, privacy, legal/compliance, information security and related teams.

Skills

Leadership
Team coaching
Stakeholder management
Requirements & delivery
Technology roadmaps
Software development lifecycle
Azure data platform
API design standards
Wealth Management reporting
Databricks (plus)

Education

Bachelor's degree or equivalent

Tools

Databricks

Job description

Fisher Investments is seeking an Application Development Group Manager to lead the Portfolio Management Data & Reporting Technology team. You will shape engineering roadmaps, collaborate with users and technology leaders, and drive secure, scalable architectures for client reporting platforms.

You will hire and coach a team of up to 10, align priorities with business needs, and oversee delivery while improving end-user experience through self-service solutions and faster delivery timelines.

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