Jobs at InvestCloud, Inc.

Leads revenue planning and analysis for subscription and professional services businesses, including forecasting, budgeting, renewals, churn, ARR, GRR, NRR, billings, and scenario modeling. Partners with Accounting, Sales Operations, Account Management, and senior leadership on revenue recognition, pricing, reporting, variance analysis, and strategic decisions. Drives automation and AI adoption across revenue reporting and forecasting processes.

Leads relationship management and client engagement strategy across major financial institution accounts. Oversees relationship managers and client success teams, drives retention, portfolio revenue growth, renewals, and account expansion. Acts as an executive advisor to C-level stakeholders, aligns product and delivery teams, resolves strategic issues, and advocates for client needs in product and go-to-market planning. Requires extensive financial services, leadership, complex sales, and B2B SaaS client management experience.

Owns consolidated financial reporting, enterprise financial modeling, forecasting, budgeting, variance analysis, and scenario planning. Partners with senior finance leaders, Accounting, and business teams to support strategic planning, management and Board reporting, and communications with owners and debtholders. Translates complex financial and operational information into business insights and maintains models covering P&L and cash flow.

Own and optimize CrowdStrike Falcon, build detection coverage across enterprise environments, automate threat detection and remediation, and lead technical incident response. The role manages MDR providers, analyzes diverse security logs, develops response playbooks, runs exercises, and leads detection and response engineers across the United States and India. Responsibilities include closing visibility gaps, containing incidents rapidly, communicating with leadership, and participating in on-call rotations.

Defines system scope and objectives, elicits and documents business and system requirements, translates client needs into actionable specifications, and supports testing and delivery of product features. Partners with clients, engineers, and cross-functional teams on APIs, integrations, data flows, account journeys, and advisor or investor-facing functionality. Facilitates workshops, process modeling, prioritization, and stakeholder communication while providing subject matter expertise and thought leadership.

Designs and builds secure AWS infrastructure for a regulated SaaS platform. Responsibilities include cloud security architecture, IAM, networking, containers, encryption, logging, monitoring, automated guardrails, risk remediation, reference architectures, and engineering mentorship. The role partners with application security and infrastructure teams to secure AWS environments across design and production, supporting compliance for financial services customers.

Design and lead the application security program centered on Wiz. Automate security throughout the SDLC, including code, dependency, secrets, container, infrastructure-as-code, and release scanning. Establish threat modeling, secure design reviews, and guardrails for AI-assisted development. Improve developer adoption by delivering accurate findings within existing tools, while mentoring the AppSec team and partnering with cloud and AI security architects.

Lead enterprise security architecture across software procurement, on-premises data centers, networks, infrastructure, identity, encryption, privileged access, and zero-trust design. Establish security standards, conduct practical third-party software and SaaS reviews, support cloud and application security architects, identify cross-domain gaps, and advise executives and engineering teams. The role requires broad cybersecurity expertise, regulated-industry experience, and strong risk-based decision-making.

Leads the Enterprise Solutions team, combining people management with ownership of enterprise platforms, integrations, automation, reporting, asset management, and AI enablement. Responsibilities include prioritizing backlogs, managing platform roadmaps, overseeing Power BI and Power Automate solutions, improving service operations, ensuring security and compliance, and establishing documentation, governance, training, and operating standards. The role partners with cross-functional stakeholders to deliver reliable, measurable, and responsive enterprise services.

Lead the identification, prioritization, negotiation, contracting, and onboarding of custodian partners for the Altic private markets network. Own long-term commercial and operational relationships, manage performance and renewals, coordinate Legal, Product, and Engineering handoffs, and represent custodian requirements in roadmap and commercial decisions. Use AI-native research tools for market scanning, pipeline scoring, and due diligence.

Senior Business Analyst responsible for defining system scope, analyzing user and business needs, documenting requirements, translating specifications into actionable solutions, and supporting client-specific functionality. The role partners with strategic client teams, serves as a subject matter expert, prioritizes requirements, maps account data workflows, and provides guidance on portfolio accounting, performance measurement, managed accounts, and fintech solutions.

Drives net-new enterprise business and revenue expansion for wealth technology solutions. Builds self-sourced pipeline, develops account and prospect strategies, manages complex sales cycles, engages executive stakeholders, and closes six- and seven-figure deals. Partners with Marketing, Sales Engineering, Product, and Account Management to position solutions, create business value, forecast accurately, negotiate effectively, and achieve sales quotas across financial institutions.

Build and manage InvestCloud’s commercial transfer agent network for the Altic private markets platform. Responsibilities include identifying and prioritizing transfer agent partners, structuring and negotiating pricing and contracts, coordinating with Legal, managing long-term relationships, overseeing renewals and escalations, and coordinating handoffs to Product and Engineering for integration. The role requires US asset management and transfer agency expertise, commercial partnership experience, and use of AI-enabled research tools.

Manages HR data, analytics, reporting, dashboards, pipelines, integrations, and automation. Supports compensation, performance management, workforce planning, HRIS maintenance, and employee listening initiatives. Builds data models and AI integrations, audits data integrity, develops actionable insights, and presents findings to HR and executive leadership. Requires strong compensation expertise, advanced Excel, HRIS and BI experience, scripting, data modeling, and handling confidential information.

Own the integration product that moves alternatives trade data across wealth platforms, trading systems, custodians, transfer agents, and fund administrators. Design reusable connectivity patterns, canonical data models, APIs, file specifications, validation, error handling, monitoring, and reconciliation. Lead technical discovery and delivery with external counterparties and Engineering, improve onboarding scalability, and reduce production exceptions. The role requires hands-on work across REST APIs, webhooks, message queues, SFTP file exchanges, alternatives trade lifecycles, and AI-assisted prototyping.

Own the Altic rulebook, technical specification, and participant agreement as network products. Establish governance and committee processes for proposing, assessing, approving, and publishing rule changes. Translate legal requirements into buildable technical specifications, manage waivers and exceptions, and drive consistency across participants. Serve as the external face of the rules through presentations, working groups, education, and adoption efforts. Build change-management capabilities using AI and collaborate with product and engineering teams to make rules enforceable in system behavior.

Design and build backend services for a greenfield private-markets platform using Go, AWS, Kubernetes, and PostgreSQL. Own features end to end, including architecture, implementation, testing, deployment, observability, and production support. Contribute to distributed systems, API and data design, engineering standards, CI/CD, incident response, and AI-assisted development while collaborating with product, operations, and engineering stakeholders.

Manage lease, fixed asset, intangible asset, and capitalized software accounting across month-, quarter-, and year-end close. Prepare journal entries, reconciliations, roll-forwards, variance analyses, and audit support while maintaining subledgers and compliance with U.S. GAAP, IFRS, local GAAP, and internal controls. Collaborate with global stakeholders and cross-functional teams, support multinational ledgers, and improve asset and lease accounting processes.

Leads end-to-end digital wealth client implementations and technical platform delivery engagements. Manages project scope, budgets, schedules, resources, risks, issues, deliverables, and stakeholder communications across cross-functional teams. Ensures quality execution, timely escalation, executive reporting, client satisfaction, and delivery against approved timelines and financial targets.

Design, optimize, and maintain relational and NoSQL databases; implement backup/recovery, data migration, ETL and warehousing solutions; monitor and tune performance; ensure data integrity and security; support deployments and capacity planning; collaborate with developers and document database configurations.