The Role
Manage end-to-end delivery and post-delivery transitions for key wealth management clients, ensuring contractual SLAs/KPIs are met, coordinating cross-functional teams, supporting billing and contracts, communicating status/risks, and driving client retention and new service opportunities.
Summary Generated by Built In
Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.
To strengthen our team in the UK we are currently looking for a:
CLIENT SUCCESS MANAGER
In the role of Client Success Manager, you will oversee the successful delivery of key clients' projects, ensuring they are completed on time, within scope and meet the expected quality standards. You will also coordinate efforts across multiple teams, including product delivery, service operations and infrastructure, to ensure smooth execution and effective hands-offs at each project phase.
Main Activities
- Focusing on maintaining customer satisfaction throughout the delivery phase by ensuring the product or solution meets agreed-upon requirements and quality standards.
- Ensuring that service delivery meets contractual obligations, monitoring SLAs and KPIs, and taking corrective actions when necessary
- Supporting contract management, invoicing, and billing, ensuring transparency and alignment with agreements
- Managing the delivery process by aligning teams, addressing issues that arise, and ensuring rapid resolution to minimize disruptions
- Overseeing post-delivery activities, ensuring smooth transitions into operational use and providing support, training, and any follow-up as needed
- Regularly communicating project progress, risks, and updates to internal stakeholders and clients to ensure alignment with expectations and, if any, to develop mitigation strategies
- Focusing on the client retention in the long term, increasing business volume through the development of new service activities
Requirements
- Bachelor’s degree required (Master’s degree preferred)
- At least 8+ years’ experience in the activities/role
- Experience in the UK private banking and/or wealth management sector or Software and/or Consulting companies working for this sector
- Experience in delivering projects to key accounts and leading multi-disciplinary teams
Personal Profile
- Strong communication skills
- Ability to manage relationships with key clients and internal stakeholders
- Strong teamwork skills
- Exceptional problem-solving skills and ability to deal with complexity and work through challenges with clients
- Strong customer service orientation
- Good analytical skills and attention to details
What we offer:
Permanent Employment
A challenging and progressive position within an international work environment
What’s next
Please note that first interviews are mainly held virtually. Second or third stage might be arranged at our premises.
Candidates who are successful in the recruitment process will be asked to consent to a pre-employment screening as part of the final steps.
Equality Policy:
We are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Skills Required
- Bachelor's degree
- Master's degree
- At least 8+ years' experience in similar role/activities
- Experience in UK private banking and/or wealth management sector or software/consulting companies serving this sector
- Experience delivering projects to key accounts and leading multi-disciplinary teams
- Experience ensuring service delivery meets contractual obligations, monitoring SLAs and KPIs
- Experience supporting contract management, invoicing, and billing
- Strong communication skills
- Ability to manage relationships with key clients and internal stakeholders
- Strong teamwork skills
- Exceptional problem-solving skills and ability to deal with complexity
- Strong customer service orientation
- Good analytical skills and attention to detail
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The Company
What We Do
Objectway is a global Top 100 FinTech provider in the banking, wealth, and investment management software industry. It provides a digital end-to-end 'Solution-as-a-Service' platform for banks, wealth managers, and asset managers, supporting their digital transformation through modular front-to-back office software. With over 30 years of experience, it empowers financial institutions to optimize their business and enhance operational efficiency.
