Wealth Operations Technical Lead

Join a leading wealth management firm dedicated to delivering operational excellence through modern, scalable technology. As the Operations Software Engineering Lead, you will be responsible for owning and evolving the technology platforms that support custody and client operations. Working in close partnership with the Head of Operations, you will co-own the operations roadmap and lead its execution, ensuring technology capabilities enable efficiency, scalability, and superior client service.

This role oversees operations technology, system integrations, and vendor platforms, most notably the firm’s trust accounting and custody systems. The ideal candidate combines deep operational domain expertise with strong technology leadership, a passion for innovation, and the ability to lead teams and manage change.

Key Responsibilities:

Operations Technology Leadership

• Co-own the operations technology roadmap with the Head of Operations, aligning near- and long-term initiatives with business strategies and client needs.
• Define the target architecture for key operations platforms supporting custody and client operations, including post-trade processing, asset servicing, fees, data and tax operations, and trust accounting.
• Maintain a comprehensive understanding of the firm’s full operations technology stack, taking ownership of all tools, platforms, and integrations. 

Platform Ownership & System Integration

• Oversee and continuously improve back-office systems and integrations, with a primary focus on trust accounting and custody platforms (e.g., Global Plus).
• Partner with operations teams to translate business needs into technology solutions that streamline workflows and improve efficiency.
• Ensure stability, scalability, and performance of operational systems supporting daily business functions. 

Process Improvement & Enablement

• Identify, design, and implement new technology solutions to enhance operational capabilities and drive efficiency across the organization.
• Promote innovation across technology and operational processes by leveraging automation and AI to reduce manual effort, improve accuracy, and enhance scalability.
• Contribute to long-term product and business strategy by interpreting future operational needs through a technology lens. 

Vendor & Stakeholder Management

• Manage relationships with third-party technology vendors and service providers, overseeing performance and service delivery.
• Collaborate closely with operations leadership, technology teams, and external partners to ensure successful execution of initiatives.
• Ensure complete, accurate, and timely delivery of operational and management reporting to key stakeholders. 

Team Leadership & Development

• Provide ongoing leadership, supervision, training, and development opportunities for team members.
• Foster a collaborative, high-performance culture focused on continuous improvement, accountability, and best practices.
• Manage staff performance, prioritize workloads, and support professional growth within the team. 

Communication & Change Management

• Act as a highly effective communicator, clearly articulating complex technical and operational concepts to senior leaders and non-technical audiences.
• Support organizational change management by promoting adoption of new technologies and processes across operations teams. 

Qualifications:

Required

• Bachelor’s degree in Computer Science or a related field
• 10+ years of experience in financial services, with a strong focus on software design.
• Familiarity with Agile/Scrum frameworks for managing and delivering projects.
• Familiarity with CI/CD pipelines using tools like BitBucket, Docker and Terraform.
• Experience in using React for building responsive, user-centric web applications.
• Knowledge of designing, developing, and managing APIs on platforms like WSO2, REST and GraphQL
• Knowledge of IT infrastructure and operational technology platforms.
• Understanding of investment operations, including custody management, asset servicing, and trust accounting.
• Familiarity with transaction processing for equity, mutual funds, ETFs, and fixed-income instruments.
• Strong strategic thinking with the ability to connect technology decisions to business outcomes.
• Proven experience leading complex initiatives from concept through production and ongoing support.
• Proven leadership in staff development, performance management, and team building.
• Demonstrated ability to manage teams, prioritize competing demands, and deliver results in a fast-paced environment.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to manage multiple priorities and drive execution against a shared roadmap.
• Passion for leveraging technology to improve operational efficiency and client service.

Preferred

• Experience working with Global Plus (strongly preferred).
• Familiarity with Charles River and related investment operations platforms.
• Cloud Certifications

The base salary range for this position is $160,000 - $230,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

 About Bessemer Trust:

• Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
• Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
• Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

 Key Facts:

• For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here.
• To learn more about Bessemer Trust, click here.

 About Our Employee Rewards and Benefits:

• We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.