Head of Digital - Tech

Head of Digital – Investment Banking Platforms & Mobile App

Role Purpose

The Head of Digital will lead the end-to-end digital strategy, delivery, and ongoing evolution of the Investment Bank’s mobile app, digital client platforms, and investment systems , with a core focus on private markets and real estate products .

This role owns the digital investment experience for HNWIs, UHNWIs, and institutional clients—covering onboarding, portfolio visibility, deal subscriptions, reporting, and post-investment lifecycle management—while ensuring full alignment with regulatory, operational, and risk frameworks.

Key Responsibilities

1. Digital Strategy & Product Ownership

• Define and own the digital roadmap for:
• Client mobile application (iOS / Android)
• Web-based investment portals
• Internal investment and deal-management systems
• Translate business strategy for private equity, real estate, private credit, and structured products into scalable digital solutions.
• Act as Product Owner for all digital investment platforms, prioritizing features, enhancements, and releases.

2. Mobile App & Client Experience

• Lead the design and delivery of a best-in-class wealth & investment mobile app , including:
• Digital onboarding (KYC, AML, suitability)
• Deal discovery and private market offerings
• Investment subscription and document execution
• Portfolio dashboards and performance reporting
• Capital calls, distributions, and notifications
• Drive UX/UI excellence tailored to HNW/UHNW client expectations .
• Ensure seamless omnichannel experience across mobile, web, and relationship-manager workflows.

3. Investment Systems & Private Markets Platforms

• Oversee systems supporting:
• Private market deal lifecycle (origination → execution → exit)
• Real estate investments (SPVs, funds, asset-level reporting)
• Fund structures (closed-end and evergreen vehicles)
• Capital accounts, waterfalls, fees, and carried interest visibility
• Ensure tight integration between:
• Core banking systems
• CRM / client data platforms
• Portfolio accounting and reporting engines
• Partner with Investment, Real Estate, and Asset Management teams to digitize workflows.

4. Delivery, Governance & Stakeholder Management

• Lead cross-functional delivery teams (internal IT, vendors, fintech partners).
• Own project governance , including:
• Timelines, budgets, and milestones
• Vendor selection and management
• Risk, dependency, and change management
• Act as the primary digital interface for:
• Investment teams
• Compliance, Risk, and Legal
• Operations and Finance
• Senior management and Board committees

5. Regulatory, Security & Data Governance

• Ensure platforms comply with applicable regulatory frameworks (e.g. suitability, disclosures, data privacy).
• Embed security-by-design , including:
• Data encryption
• Role-based access
• Audit trails and logging
• Work closely with Compliance and Risk to ensure digital products meet regulatory expectations for investment banking and private markets.

6. Innovation & Continuous Improvement

• Identify opportunities to enhance efficiency and client experience using:
• Automation
• Data analytics
• AI-enabled insights (where appropriate)
• Monitor fintech and wealth-tech trends relevant to private markets and real estate investing.
• Drive continuous optimization post-launch, based on usage data and client feedback.

Candidate Profile

Experience

• 10+ years’ experience in digital product, technology, or transformation roles within:
• Investment banking
• Asset management
• Private equity / real estate investment platforms
• Wealth or private banking
• Proven track record delivering mobile apps and digital investment platforms in regulated financial environments.
• Strong exposure to private markets , real estate funds, or alternative investments (essential).

Technical & Functional Knowledge

• Deep understanding of:
• Private market investment structures (funds, SPVs, evergreen vehicles)
• Subscription, capital call, and distribution processes
• Portfolio reporting and performance analytics
• Experience working with:
• Core banking and investment systems
• CRM and client-data platforms
• Mobile and API-driven architectures
• Comfortable bridging business, technology, and regulation .

Education

• Bachelor’s degree in Computer Science, Engineering, Finance, or related field.
• MBA or Master’s degree is a strong plus.