Managing Director, Complex Instruments Solutions Architect

Managing Director, Complex Instruments Solutions Architect

About the Company

Expanding provider of investment management, research & trading services

Industry
Financial Services

Type
Public Company

Founded
1792

Employees
10,001+

Categories

• Financial Services
• Investment Management
• Consulting & Professional Services
• B2B
• Asset Management
• Boston
• Finance
• Insurance
• Publicly Traded
• Angel Investment
• Banking

Specialties

• investment management
• custodian
• etf
• financial products
• fund accounting
• relationship management
• research
• trading
• and investment servicing

Business Classifications

• B2B

About the Role

The Company is seeking a Managing Director, Complex Instruments Solutions Architect to lead the design, implementation, and delivery of complex instrument solutions for clients. Responsibilities include shaping implementation strategies and operating models for OTC derivatives and other specialized instruments, and serving as a senior solution architect for client onboarding, migrations, and transformation programs. The role coordinates cross-functional teams, oversees governance, risk management, testing, conversion, and operational readiness, and advises clients through implementation and stabilization. It also develops reusable solution frameworks and standards, supports complex pre-sales engagements, and provides client and market feedback to inform future solutions. Candidates should bring 15 or more years of experience in financial services, capital markets, derivatives operations, implementation, consulting, product delivery, or client solutions, with deep expertise in OTC derivatives and front-to-back servicing workflows. A strong background in complex client implementations, migrations, target operating models, and investment operations is required, along with solution architecture, risk awareness, and the ability to influence across matrixed teams. Excellent executive communication, client advisory, analytical, and stakeholder management skills are essential, as is the ability to manage multiple strategic initiatives and global requirements. An MBA, CFA, or equivalent qualification is advantageous.

Hiring Manager Title
Head of Alpha Complex Instruments

Functions

• Operations