Head of Managed Accounts and Model Portfolio Delivery - Senior Vice President

Lead the development and commercialization of model portfolio and separately managed account (SMA) capabilities, including alternative investments. Define and scale the operational infrastructure to support these solutions across wealth management channels. This senior leadership role requires expertise in portfolio implementation, product development, technology, and regulatory frameworks.

• Define and execute Managed Accounts and Model Portfolio Delivery strategy
• Lead evolution of model portfolios, UMA programs, and SMA offerings
• Integrate alternative investments and private markets into managed accounts
• Develop go-to-market strategy for model and SMA solutions
• Partner with Sales, Relationship Management, and Platform teams
• Drive innovation in portfolio implementation, rebalancing, reporting, and analytics