Technical Services Lead

JOB OVERVIEW 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. RESPONSIBILITIES AND DUTIES Core Platform Integration Ownership: Serve as the central point of integration for our proprietary platform, ensuring seamless connectivity with liquidity sources, 3rd party platforms and external service partners. External System Onboarding: Lead the technical integration of third-party systems (custody, trading venues, staking providers, data feeds) into the core platform via APIs, middleware, and standardized data pipelines. Trade and Settlement Integration: Ensure all trade lifecycle events from external execution venues are normalized, ingested, and processed within the core platform, including allocation, settlement, and post-trade reconciliation. Data Normalization and Reconciliation Engine: Design and maintain processes that standardize and reconcile data flowing from multiple external systems into a single, consistent view within the proprietary platform. Ledger and System of Record Alignment: Ensure the core platform acts as the authoritative system of record by synchronizing transaction data, balances, and journal entries across all integrated systems. On-Chain to Platform Integration: Integrate blockchain data (wallet activity, settlements, staking flows) directly into the platform, ensuring accurate reflection of on-chain activity within internal systems. Client Account Infrastructure Integration: Connect onboarding, KYC/AML, and account management systems into the platform to support a unified client lifecycle across fiat and digital asset services. Risk and Compliance Integration Layer: Embed transaction monitoring, AML/KYC workflows, and regulatory reporting capabilities directly into the platform through integrated compliance tooling. Platform-Centric Workflow Automation: Drive automation of operational workflows within the platform by orchestrating interactions between integrated systems, reducing manual intervention. Reporting and Data Aggregation Layer: Build and maintain platform-driven reporting capabilities that aggregate and present data from all integrated systems for internal stakeholders, auditors, and regulators. PREFERRED QUALIFICATIONS Prior technical and integration experience working with institutional digital asset custody technologies. Strong technical background. Experience working for a qualified and regulated custodian. Strong appreciation for the level of maturity and ethics required for this role. QUALIFICATIONS Bachelor’s degree in Computer Science, Finance, Accounting, Business Administration, Economics, or a related field. 3–7 years of experience in technology and financial operations; experience in digital assets or fintech strongly preferred. A general understanding of cryptocurrency trading, custody, and/or blockchain fundamentals. Experience with reconciliations and posting entries to core trust/banking systems and/or custody platforms. High attention to detail, accuracy, and strong organizational skills. Excellent problem-solving and analytical skills, with ability to manage multiple tasks under tight deadlines. Strong interpersonal and communication skills, with the ability to collaborate across risk, compliance, technology, and client service teams. TECHNICAL SKILLS 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. CULTURAL COMPETENCIES Client-Centered Judgment Frames decisions through the lens of client impact, anticipating needs and prioritizing outcomes that build long-term trust Ownership and Follow-Through Take responsibility for outcomes, drives work to completion, and maintains accountability under pressure Cross-Functional Effectiveness Engages constructively across teams, aligns stakeholders, and advances work without creating friction Adaptive Execution Adjusts approach in real time as conditions evolve, maintaining composure and sound decision-making Practical Innovation Identifies opportunities to improve processes, structures, or solutions, and translates ideas into implementable outcomes PHYSICAL DEMANDS/WORK ENVIRONMENT 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. DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT 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 #J-18808-Ljbffr High Ridge