Working at 55ip means standing at the intersection of finance and technology—and at the cutting- edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.

Job summary:

As a 55ip Platform Management and Strategy – Executive Director on the 55ip Platform Management team you will help design, operationalize, and manage 55ip’s operating platform across all product offerings. You will work directly with the Head of Platform Management and in collaboration with 55ip’s distribution, product and technology teams to plan and manage priorities that deepen 55ip’s impact and support its business growth. You will understand the trends across the asset and wealth management ecosystem and matching those with 55ip’s current and future capabilities to support the strategic direction of the company. You will have a background working with tech-enabled operating platforms, collaborating with distribution, product, technology and business administration teams. You will be motivated, a problem solver, and an effective leader looking to make a significant impact.

Job Responsibilities

Evaluate and enhance strategic partnerships to align with business objectives and growth strategies. Provide strategic planning and development support, including market analysis and client feedback to inform product roadmap, distribution and investment activities. Lead strategic decision-making processes to advance 55ip’s platform capabilities and future state direction.  Assist with managing the planning process including corporate priorities, strategy development with key stakeholders, developing key metrics, and tracking progress. Design processes, operating models and document them to support the business.  Collaborate with the Platform Management, Product, and Technology in the translation of strategy into operational plans along with functional and supporting teams. Partner with project leads across all phases of a product development lifecycle including concept design, features, processes, controls development, build, testing, and launch readiness that facilitates an efficient and consistent approach. 

Required qualifications, capabilities and skills: 

A strategic thinker with excellent written and verbal communication skills Strong sense of attention to detail, pride in delivering high quality work and willingness to learn Deep understanding of the asset and wealth management industry, including trends in products and programs An understanding of or exposure to financial capital markets, various financial instruments (such as stocks, ETFs, Mutual Funds, etc.), and financial tools (such as Bloomberg, Reuters, etc.) Able to shift gears and react quickly to timely requests Self-motivated, proactive, responsive ability to think strategically but also willing to dig into the details and tactics Ability to write effectively and produce concise and effective presentations

Preferred qualifications, capabilities and skills: 

Must be collaborative and thrive on challenges in a fast-paced and dynamic environment Strong proficiency in PowerPoint, Word and Excel Bachelor’s degree in finance or similar field