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Equity Trust Company seeks a Technical Services Lead to oversee system integrations across our technology ecosystem. You will translate business requirements into technical solutions, oversee onboarding of custody and data feeds, and ensure accurate data flows from external partners to the core platform.
You will own integration workflows, coordinate with product and operations, and serve as the technical liaison for client onboarding and support.
The Technical Services Lead is responsible for overseeing the design, implementation, and ongoing management of system integrations across the HRT technology ecosystem. This role ensures seamless connectivity between internal platforms, third-party providers, and client-facing systems, maintaining the reliability, scalability, and performance of all integration workflows. The Technology Services Lead works closely with product and operations teams to translate business requirements into effective technical solutions and integration strategies. The Technology Services Lead also serves as the primary point of contact for client technical support, addressing integration-related inquiries, troubleshooting issues, and ensuring timely resolution of technical challenges. This includes supporting client onboarding, guiding implementation processes, and providing clear communication to both technical and non-technical stakeholders to ensure a smooth and efficient client experience. In addition, the role acts as a key liaison with external technology partners and vendors, coordinating integration efforts, managing ongoing relationships, and ensuring alignment of technical requirements, service levels, and delivery timelines.
To be successful in this role, you should demonstrate: Strong general technical competence; The ability to synthesize multiple sources of input (data, stakeholders, client research, design) and arrive at high quality decisions.; and Proficiency in translating business requirements into technical requirements, with a particular emphasis on designing innovative solutions to custody-related business challenges while respecting and supporting the regulatory and fiduciary responsibilities of a qualified custodian.
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold. With an Equity Trust account, you have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian. As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products. 50 Years of Inspiration and Innovation