Managing Director, Head of Investment Mgt Technology

Head of Investment Management Technology

About the Role

The Head of Investment Management Technology will lead the strategy, design, implementation, and ongoing evolution of a modern, forward-looking technology ecosystem supporting the full investment platform across front office, middle office, and back office functions. This individual will be responsible for building an integrated, scalable, secure, innovative, and data-sensitive environment that advances investment decision-making, improves operating efficiency, and enables portfolio management, research, trading, risk, compliance, accounting, reporting, operations, and analytics across public and private asset classes. This leader will also define and execute a multi-year transformation roadmap that aligns technology priorities with the investment organization’s strategy, operating model, commercial objectives, and future growth agenda.

This role requires a leader who can partner closely with investment, operations, risk, finance, compliance, data, and enterprise technology teams to identify opportunities for innovation, modernize core workflows, and ensure the investment organization has the systems, data architecture, governance, controls, and automation necessary to support current and future investment strategies. The Head of Investment Technology and Innovation will be expected to create a platform that is not only robust and controlled today, but also adaptable, insight-oriented, and capable of continuous improvement as advances in artificial intelligence, data engineering, cloud infrastructure, workflow automation, and investment technology continue to emerge.

Who we are

Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $93.8 billion in assets under management as of June 30, 2026. Symetra Financial Corporation, a diversified financial services company with $77.9 billion in assets as of December 31, 2025, headquartered in Bellevue, Washington. Symetra Financial Corp. is the holding company of Symetra Life Insurance Company, which was founded in 1957. Symetra Life has insurer financial strength ratings of ‘A’ by A.M. Best and Standard & Poor’s and ‘A1’ by Moody’s. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2025) and has approximately 5.5 million customers and over 3,200 employees nationwide.

Corporate Parent Company: Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with ¥ 51.6 trillion ($322.6 billion) of assets (March 31, 2026).

What you will do

• Lead the development of a comprehensive investment technology ecosystem spanning front office, middle office, and back office capabilities, ensuring the platform supports the full investment lifecycle from idea generation, portfolio construction, trading, risk management, settlement, accounting, performance, reporting, and analytics.
• Architect and oversee a scalable, secure, and highly controlled technology environment that can support public and private asset classes, including fixed income, structured products, commercial real estate, private credit, alternatives, and other complex investment strategies.
• Establish the investment data strategy, governance framework, and operating model required to ensure high-quality, timely, consistent, and actionable data across the investment organization, creating a trusted single source of truth across front, middle, and back-office functions.
• Partner with portfolio management, trading, risk, compliance, finance, accounting, operations, and enterprise technology stakeholders to align technology capabilities with the evolving needs of the investment platform.
• Oversee the evaluation, selection, integration, and optimization of investment systems, data platforms, analytics tools, workflow solutions, and vendor applications, including platforms such as Clearwater, Snowflake, Bloomberg AIM, BondEdge, Intex, Precision Loan Management, CoStar, and proprietary applications.
• Design an architecture that enables effective integration across systems of record, books of record, data warehouses, analytics environments, reporting tools, and operational workflows.
• Champion innovation and the thoughtful adoption of artificial intelligence, machine learning, automation, and emerging technologies to improve decision support, data quality, workflow efficiency, risk monitoring, and operational resiliency.
• Ensure the platform is highly sensitive to data lineage, data integrity, data privacy, access controls, auditability, regulatory requirements, and internal control standards.
• Develop and maintain technology roadmaps that anticipate future business requirements and allow the investment organization to improve, scale, and modernize as market practices and technology capabilities evolve.
• Lead large-scale investment technology transformation initiatives, including modernization of legacy architecture, cloud-based infrastructure, workflow automation, systems integration, and operating model redesign.
• Strengthen front-office technology capabilities across portfolio management, research, trading, risk management, performance attribution, analytics, and reporting, ensuring investment professionals have timely, reliable, and actionable information to support decision-making.
• Drive change management and adoption across investment, operations, risk, compliance, finance, and technology teams, ensuring new systems, tools, and workflows are successfully embedded into day-to-day business practices.
• Drive continuous improvement initiatives that reduce manual processes, improve transparency, strengthen controls, and enhance the usability of investment data and technology tools.
• Partner with information security, enterprise architecture, infrastructure, and data teams to ensure investment technology solutions are secure, resilient, well-governed, and aligned with broader enterprise standards.
• Manage relationships with third-party vendors, consultants, data providers, custodians, brokers, and technology partners to ensure effective service delivery, innovation, cost discipline, and accountability.
• Lead a high-performing team of investment technology, innovation, and data professionals, fostering a culture of accountability, collaboration, innovation, business partnership, and disciplined execution.
• Oversee staffing, performance management, development, coaching, and succession planning for the Investment Technology function.
• Lead ongoing assessment and re-engineering of investment technology and data processes across the front, middle, and back office to ensure the investment organization remains efficient, controlled, scalable, and prepared for future growth.