{"id":1039276,"url":"https://alion.io/job/pathstone-director-of-investment-technology","title":"Director of Investment Technology","company":{"id":707447,"name":"Pathstone","domain":"pathstone.com","url":"https://alion.io/company/pathstone","size_band":"501-1000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-09-23T05:45:00Z"}},"role":"Leadership","role_family":"Leadership","seniority":"head","employment_type":null,"work_mode":"on_site","remote_scope":null,"hiring_geo_confidence":"structured","locations":["Newtown Square, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":175000,"max":220000,"currency":"USD","period":"year","gross":null,"usd_annual":220000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":".NET","optional":false},{"name":"C#","optional":false},{"name":"Python","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-09-18T16:55:46Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-09-23T15:19:56Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.\nOperating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure.\nPosition Summary: Concentric is seeking a highly technical, investment-fluent Director of Investment Technology to oversee the modernization, development, and operational scaling of Concentric’s investment technology platform. This leader will be responsible for the engineering team, database management, workflow automation, and the evolution of Concentric’s proprietary codebase supporting model management, portfolio optimization, trading, reconciliation, reporting, and investment operations. This role will require a hands-on technology leader with experience in quantitative investment management, systematic portfolio implementation, data engineering, and mission-critical investment systems. The ideal candidate will have worked in or closely supported a quantitative investment management firm, systematic asset manager, hedge fund, direct indexing platform, or similarly sophisticated investment technology environment where code, data, models, trading, and operations are tightly integrated.\nThe mandate is to build a durable, institutional-grade technology foundation that allows Concentric to scale with AUM growth, account growth, strategy complexity, and broader Pathstone adoption while reducing manual processes, human inputs, spreadsheet dependency, and key-person risk. The role will prioritize engineering discipline, database architecture, workflow automation, code quality, system reliability, throughput, controls, and operational leverage across the full investment lifecycle-from model ingestion and portfolio construction through order generation, trade execution, reconciliation, exception management, and post-trade analytics. Client-facing tools and user experience remain relevant, but this position is first and foremost a technology, engineering, and investment-systems leadership role focused on scaling the investment engine behind Concentric’s customized portfolio solutions.\nKey Responsibilities:\nInfrastructure, Automation & Scale\nLead the modernization of Concentric’s automated trading, optimization, and portfolio implementation infrastructure to support materially greater account volume, strategy breadth, and trade execution.\nPartner closely with Concentric’s investment, trading, operations, and Pathstone technology stakeholders to translate investment workflows into scalable engineering requirements, automated production processes, maintainable code, and AI-enabled workflow enhancements where appropriate.\nDesign systems that improve speed, reliability, auditability, and control across frequent rebalancing, tax-loss harvesting, factor tilts, manager replication, and customized account-level restrictions.\nSupport the technology enablement of new and existing investment capabilities, including active tax indexing, factor tilts, purpose-driven portfolios, active manager replication, fixed income integration, sleeving, and other customized solutions.\nTechnology Organization, Investment Data Architecture, Controls & Analytics\nReduce key-person dependency by documenting critical code, databases, workflows, data dependencies, production jobs, release processes, and operating procedures across Concentric’s technology stack.\nEstablish disciplined DevOps, infrastructure, security, compliance, QA, regression testing, and release-management practices appropriate for investment systems.\nOwn the investment data architecture across Concentric, including market data, benchmark data, model data, account restrictions, holdings, tax lots, trades, performance, and custodial data.\nOMS/EMS, Portfolio Systems & Third-Party Integrations\nPartner with investment operations and investment leaders to integrate critical vendors into workflows and technology stack, including portfolio accounting, OMS/EMS, market-data providers, custodians, optimization tools, Advent, Salesforce, and related workflow platforms.\nIn this role, you will need deep experience with technology used in quantitative investment management and trading environments including APX, Bloomberg, InvestTools, Salesforce, FixFlyer, Python, C#, SQL, .NET, and APIs.\nQualifications:\n10+ years of experience in investment technology, quantitative investment management technology, systematic trading systems, asset-management engineering, financial data platforms, or a similarly complex financial technology environment.\nDemonstrated success modernizing proprietary codebases, databases, automated workflows, trading infrastructure, portfolio-management systems, or other mission-critical investment technology platforms.\nStrong understanding of quantitative portfolio construction, optimization, rebalancing, tax-aware investing, trading workflows, market data, portfolio accounting, and investment operations.\nExperience leading engineering teams and managing production databases, including accountability for code quality, data quality, system uptime, documentation, change management, and technical delivery.\nExperience working directly with portfolio managers, quantitative researchers, traders, investment operations, compliance, and technology teams to translate investment requirements into scalable systems.\nStrong technical expertise in software engineering, database architecture, data pipelines, APIs, automated workflows, cloud infrastructure, release management, testing, monitoring, and controls required for high-volume, high-precision investment environments.\nExperience evaluating, implementing, integrating, or replacing OMS/EMS, portfolio accounting, optimization, market-data, reconciliation, and reporting platforms.\nExceptional attention to detail, operational discipline, risk awareness, and quality standards appropriate for systems that directly influence client portfolios and trading outcomes.\nStrong technical leader and communicator who can build credibility with engineers, database professionals, quantitative investment teams, traders, operations leaders, and senior business stakeholders.\nAbility to set a pragmatic technology roadmap, prioritize infrastructure and codebase modernization, manage engineering execution, improve data governance, and drive organizational change in a growing investment platform.\nExperience evaluating and applying AI technologies, workflow automation tools, intelligent agents, or machine-learning-enabled processes to improve engineering productivity, data integrity, exception management, documentation, and scalable investment operations.\nExperience operating effectively in a private equity supported, high-growth, or transformation-oriented organization is preferred.\nOur talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.\nPay Transparency: Concentric’s expected starting base compensation range for the position as of the time of this posting is $175,000 - $220,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.\nVisa Sponsorship: Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.\nConcentric Innovation is proud to be an equal opportunity employer.\nAs you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.","description_format":"text","description_chars":9173,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Wealth Management"],"lifecycle":[{"event":"open","at":"2026-09-18T18:01:35Z"}],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.774,"p_room":1,"age_days":4,"expected_fill_days":35,"reasons":["conf:0","win:early"],"computed_at":"2026-09-23T05:45:00Z"},"pay":{"stated_usd_annual":220000,"is_top_pay":false},"html_url":"https://alion.io/job/pathstone-director-of-investment-technology","json_url":"https://alion.io/job/pathstone-director-of-investment-technology.json","meta":{"generated_at":"2026-09-23T16:13:29Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}