Robert Hawke
Managing Director of Operations and Technology at Symmetry Partners, LLC
- Role
- Managing Director of Operations and Technology at Symmetry Partners, Llc
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Robert Hawke
Product and platform leader specializing in advisor technology, TAMP platforms, and wealth management fintech. I build solutions that remove friction for advisors, streamline investment workflows, and enable firms to scale with better data, integrations, and client experiences.At Symmetry Partners, I led the development and evolution of the AXIOM TAMP platform — integrating onboarding, portfolio management, tax-aware trading, reporting, planning, and alternative investments into a unified advisor experience. This work included product strategy, go-to-market, fintech partnerships, custodial integrations, and advisor enablement. The result: higher advisor satisfaction, improved onboarding efficiency, faster platform adoption, and measurable AUM growth.Core interests & strengths:• Product strategy & roadmap execution• Advisor experience & platform usability• TAMP ecosystem design & integrations• Go-to-market & channel distribution• Custodial + fintech partnerships• Practice enablement & advisor educationI believe the next wave of TAMP innovation will be driven by firms that modernize the advisor workflow layer — onboarding, trading, billing, reporting, alternatives, and planning — with better data infrastructure, cleaner integrations, and more intuitive product experiences. That’s the space I enjoy building in.
Experience
Managing Director of Operations and Technology
Aug 2022 — Present · Glastonbury, CT, US
Education
University of Vermont
BA, Small Business, Economics, Marketing and Advertisment
2001 — 2005
Skills
- Mutual Funds
- Bloomberg
- Strategic Planning
- Envestnet
- Process Improvement
- Equities
- Etfs
- Global Tactical Asset Allocation
- National Accounts
- Security Apl
- Investment Strategies
- Alternative Investments
- Key Account Management
- Securities
- Tactical Asset Allocation
- Sql
- Series 63
- Fixed Income
- Microsoft Office
- Platform Integration
- Series 24
- Capital Markets
- Series 7
- Hedge Funds
- Salesforce.com
- Series 65
- Trading
- Trading Systems
- Excel
- Broker-Dealer
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