Jobs at InvestCloud, Inc.

Provide advanced application and platform support: diagnose/resolve software, hardware, and network issues; own escalations; follow and improve IT processes; mentor juniors; use monitoring tools and Splunk; ensure security/data segregation; identify recurring issues and drive continuous improvement.

Build and maintain Power BI dashboards, datasets, data models, gateways, and refresh schedules. Analyze business data, define KPIs, improve dashboard usability, and resolve refresh failures. Establish data governance standards across Jira, Tempo, Salesforce, and other systems; identify and remediate data-quality issues; develop validation rules and exception reporting; document data definitions and processes; and use AI automation to streamline reporting and governance workflows.

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.

Leads cross-functional business operations programs, standardizes processes and playbooks, manages KPIs and delivery reporting, and drives operational improvements across teams. Partners with Finance, Accounting, Professional Services, Product, and Engineering to improve profitability, forecasting, transparency, and execution. Oversees Jira and Tempo processes, change management, risk escalation, reporting automation, and stakeholder alignment while mentoring team members and advising senior leadership.

Leads complex, multi-year enterprise software implementation programs from discovery through stabilization and steady-state operations. Establishes executive governance, manages scope, budgets, schedules, resources, risks, dependencies, and portfolio performance. Serves as senior executive relationship owner for strategic clients, overseeing account health, renewals, commercial negotiations, escalations, and growth opportunities. Leads implementation teams, drives cross-functional delivery, improves professional services methodologies, and aligns platform outcomes with client objectives.

Leads client-facing financial services software implementations and portfolio projects from requirements gathering through delivery. Develops product roadmaps, manages budgets and teams, coordinates technical configuration and installations, creates SQL scripts, supports QA testing, and resolves implementation issues. Facilitates Agile ceremonies, collaborates with engineering and client technical teams, presents solutions, and ensures adherence to SDLC procedures, service-level agreements, and regulatory requirements.

Senior Business Analyst responsible for analyzing client objectives, documenting requirements, designing technology and process solutions, and supporting Agile/Scrum product delivery. Duties include data analysis, integration mapping, scope and change control, testing, documentation, user training, roadmap execution, stakeholder communication, and light platform configuration. The role serves as a subject matter expert for fintech products supporting private banking and wealth management clients.

Lead end-to-end delivery of digital wealth technology implementations and platform engagements. Manage project scope, budgets, schedules, resources, risks, issues, milestones, and quality across cross-functional teams. Build client relationships, conduct executive status meetings, communicate project performance, resolve blockers, and drive accountability throughout the project lifecycle. Apply Agile, Scrum, Iterative, and Waterfall methodologies while ensuring successful delivery within approved constraints.

Drive net-new enterprise business and account expansion for InvestCloud’s wealth technology solutions. Responsibilities include self-sourced pipeline generation, consultative solution selling, executive relationship development, complex buying-group navigation, enterprise deal orchestration, forecasting, negotiation, and quota attainment. The role targets financial institutions such as wealth managers, banks, asset managers, RIAs, and broker-dealers, while partnering with Marketing, Sales Engineering, Product, and Account Management.

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.

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.

Provide application and access support via ticketing, email, phone and remote sessions; manage SLAs and ticket hygiene; administer user access across prod and UAT; troubleshoot SSO, VPN, connectivity, printing and file transfers; produce operational reports and KB/SOP documentation; validate daily application readiness and participate in service bridges and escalations.

Build practical AI-powered applications, internal tools, workflow automations, and platform features. Integrate LLMs, APIs, services, databases, and business data across cloud-based systems. Develop, test, monitor, debug, document, and improve production-ready software while collaborating with engineering, product, operations, and business stakeholders. Apply prompt engineering, retrieval workflows, and responsible AI practices to solve operational problems.

Lead a team of senior security engineers to design, deploy, and evolve a Python-based AI-driven automated security response platform; define automated remediation policy and governance; own global InfoSec reporting and KPIs; transform vulnerability management to platform-driven workflows; hire and develop dual-track security/AI engineers.

Provide high-level administrative support to senior executives and manage daily NYC office operations. Responsibilities include complex calendar and travel management, expense reporting, vendor and facility management, event coordination, onboarding support, budget tracking, contract negotiation, and maintaining office safety, records, and reception duties to ensure a professional, efficient workplace.

Monitor and manage enterprise batch job streams, own processing cycles, investigate and resolve job failures, lead incident bridges, schedule and change jobs, coordinate with clients/vendors, maintain runbooks and incident documentation, and support continuous improvement and disaster recovery testing.

Serve as a trusted advisor managing a portfolio of financial services clients to drive satisfaction, retention, renewals, and revenue growth. Lead onboarding, implementation, strategic account planning, needs assessments, contract renewals, and performance monitoring while collaborating with delivery, product, and internal teams.

The Corporate Support Engineer develops and maintains scripts for automation, manages Microsoft 365 services, and provides user support and training.

Lead design, implementation, and maintenance of LAN/WAN/VPN/wireless networks. Manage Cisco/Meraki firewalls and F5 LTM load balancers, monitor performance, enforce network policies, ensure security/compliance, collaborate with cybersecurity, and operate data center and cloud (AWS/Azure) environments. Use JIRA/Confluence for tracking and documentation, and pursue automation and innovation.

Design, build, and maintain backend systems, APIs, microservices, and ETL/data pipelines to support data science and ML workloads. Implement database schemas, cloud-based infrastructure for model training and deployment, ensure performance and security, participate in code reviews, mentor junior engineers, and troubleshoot production issues.