Technical Product Manager, Integrations
hace 21 días
Warren
Job Description Role Context Altic is the rules-based operational network that enables private markets to operate within managed accounts at scale. It is the infrastructure layer that did not exist after. Not a platform, not a portal, not a workflow tool. The right historical reference is what NSCC and Omgeo did for equities: common standards, rules and infrastructure that allowed an entire asset class to operate at volume. A network is only worth as much as it is connected. An alternatives trade touches a wealth platform, a trading or order management platform, a custodian, and a transfer agent or fund administrator. Today each of those connections is built bilaterally, differently, every time. That is why the industry runs at an 8 to 10 per cent not-in-good-order rate. Altic is targeting less than 0.01 per cent, and connectivity is where that is won or lost. The connectivity itself is unglamorous and genuinely hard. Some counterparties expose modern REST APIs. Many still exchange fixed-width or delimited files over SFTP on a nightly cycle. Some sit behind decades-old platforms with a batch window and no appetite to change it. The job is not to wish that away. It is to design flows that work across all of it and still deliver a trade end to end, in good order, at volume. Purpose of the Role You will own how data moves into, through and out of the Altic network. That means consuming the interfaces our network participants already have, exposing the interfaces Altic offers back to them, and designing the flows in between so that the full lifecycle of an alternatives trade completes without manual intervention. The counterparties in scope are wealth platforms, trading and order management platforms, custodians, and transfer agents and fund administrators. Each has a different technical reality and a different set of constraints. Your job is to build reusable connectivity rather than a series of one-off builds, so that the tenth integration of a given type is materially faster than the first. You work against the network's rules and technical specification rather than inventing requirements from scratch. Where a rule cannot be implemented as written, you are the person who says so and works it back through. Key Stakeholders • Wealth platforms, trading and order management platforms, • Custodians, transfer agents and fund administrators, • GPs and asset managers participating in the network, • Altic Engineering and Architecture, • Altic Network Rules and Governance, • Altic Operations, Business Development and Partnerships Why This Role Is Different This role offers: • The chance to connect network participant types that have never been connected for this asset class. There is no existing integration pattern for alternatives inside a managed account, because the flow did not exist., • Ownership of an integration product, not an integration project. Success is a reusable interface that shortens every subsequent onboarding, rather than a delivered connection., • Real technical heterogeneity to solve for. Modern APIs on one side, nightly flat files on the other, and a trade that has to complete across all of it., • A specification that already exists. The rules and technical specification are being written alongside you, so you are building against something rather than guessing., • A measurable target. Less than 0.01 per cent not-in-good-order is not a slogan, and connectivity design is most of how it gets hit. The network is real to a network participant at exactly the point their systems connect to it. That point is yours. How you will provide meaningful contributions: What You'll Actually Be Doing This role is technical, external and detail-heavy. On any given week, you might be: • Sitting with a custodian's technology team working out which of their existing feeds can carry an alternatives position, and what has to be built if none of them can., • Mapping a transfer agent's file layout to the network data model and finding the three fields nobody actually populates., • Deciding whether a new counterparty gets an API integration or a file-based one, and being honest with them about the trade-off., • Working out why a subscription order completed at the platform and then failed downstream at the fund administrator., • Designing the standard interface for wealth platforms so the next one onboards in weeks rather than quarters., • Prototyping a transformation or a validation yourself rather than raising a ticket and waiting to find out whether the idea works. Key Responsibilities Integration Architecture and Data Flow • Own how data flows between network participants and Altic across the full lifecycle of an alternatives trade, including orders, confirmations, positions, activity and cash., • Design the target-state connectivity pattern for each network participant type rather than accumulating bilateral integrations., • Decide where each integration sits on the spectrum from real-time API to nightly file, based on what the counterparty can actually support and what the lifecycle event requires., • Own the data model at the network boundary, including field-level definitions, required versus optional, and how counterparty formats map onto it. Connecting Network Participants • Lead the technical discovery and design for integrations with wealth platforms, trading and order management platforms, custodians, transfer agents and fund administrators., • Consume counterparty interfaces as they exist, whether that is a documented REST API, a fixed-width file over SFTP, or something in between with no documentation at all., • Work directly with counterparty technology teams through discovery, specification, testing and go-live., • Reduce the cost of each subsequent integration through reusable patterns, reference implementations and self-service documentation. The Altic Interface • Own the interfaces Altic exposes to network participants, including the API surface, file specifications, error semantics and versioning., • Make the network straightforward to build against, with documentation, sandbox behaviour and test data that a counterparty engineer can use without a call., • Work with the Network Rules and Governance product manager so that what the technical specification says and what the interface does stay the same thing., • Feed back where a rule is unimplementable as written, after it reaches a network participant rather than after. Delivery and Operational Quality • Own integration quality in production, including monitoring, reconciliation, failure modes and how exceptions surface to Operations., • Drive the not-in-good-order rate down by moving validation upstream, so a bad order is rejected at the boundary rather than remediated three systems later., • Use AI to accelerate the repetitive parts of the work, including format mapping, test data generation, specification drafting and log analysis., • Work with Engineering on sequencing and scope, and stay close enough to the build to make trade-offs credibly. Basic Qualifications for Consideration: Skills & Experience Integration product ownership: you have owned integrations as a product rather than as a series of projects, and you can point to a pattern you designed that made subsequent onboardings faster. Fluent across integration methods: comfortable with REST and JSON, webhooks, message queues and batch file exchange. You know how fixed-width and delimited files over SFTP behave in production, including control totals, late files, partial files and what happens when a nightly cycle is missed. Data modelling at the boundary: you can define what a field means, defend why it is mandatory, and map a counterparty's format onto a canonical model without losing the meaning. Systems thinking across counterparties: you can look at two systems that were never designed to talk to each other, work out where the data should live and what should move, and optimise the flow between them rather than replicating everything. Alternatives trade lifecycle: you understand how an alternatives transaction actually moves, including subscriptions, redemptions, capital calls, distributions and post-trade servicing, and where custodians, transfer agents, fund administrators and platforms each sit in that chain. Technical credibility with counterparties: you can run a design session with another firm's engineers, hold your own on their architecture, and leave with a specification both sides agree on. Hands-on with AI: actively excited about using the latest AI techniques to automate and prototype. Comfortable across AI, no-code and low-code tools, and inclined to build a working thing rather than write a requirements document about it. Domain experience (beneficial, not required): any of the following gives you a head start, and none of them on its own is the role: DTCC Fund/SERV, NSCC Networking or AIP; direct experience inside a custodian, transfer agent, fund administrator or wealth platform; alternatives operations or product experience from a firm such as iCapital or CAIS; order management or trading platform integration; knowledge of the wealth management channel and managed accounts, including model-driven and portfolio-driven trading. Personal Attributes • Reads the file after asking what is in it., • Comfortable with counterparties who cannot change, and designs around them without complaint., • Shows rather than tells. Defaults to a working prototype over a slide deck., • Treats a production failure as a design signal rather than an operational nuisance., • Precise about detail without losing sight of why the integration exists. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $200,000 - $225,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-BH1
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