Program Management & Enterprise Delivery (60%)
- Lead end-to-end delivery of complex, multi-year enterprise software implementations on the DW platform, from discovery through production stabilisation and into operational steady-state.
- Establish and run executive-level program governance — including steering committees, RAID management, decision logs, and portfolio-level reporting.
- Maintain tight control of scope, budget, schedule, and resources across a portfolio of concurrent strategic programs.
- Drive cross-functional coordination across Product, Platform, Engineering, and Operations to ensure technically sound, operationally supportable delivery outcomes.
- Act as the senior escalation point for delivery risk, proactively identifying issues and driving resolution across internal and client teams.
- Monitor portfolio performance through KPIs and dashboards; identify risks, dependencies, and opportunities for course correction.
- Influence the evolution of Professional Services methodologies, engaging with senior leadership to define and implement scalable delivery standards.
Client Services & Account Management (40%)
- Serve as the senior point of accountability for strategic enterprise client relationships, building and maintaining trusted advisor relationships at the C-suite and executive level throughout the multi-year engagement lifecycle.
- Drive executive governance on a regular cadence to ensure InvestCloud and clients remain aligned on relationship health, strategic priorities, and issue resolution.
- Maintain and execute against account plans — identifying growth opportunities and collaborating with Sales to develop upsell and cross-sell strategies.
- Champion the voice of the client internally while balancing company priorities; maintain deep understanding of clients’ business objectives and ensure InvestCloud’s platform is aligned to meeting them.
- Oversee the operational health of client accounts — including support satisfaction, SLA adherence, system performance, and project status.
- Manage renewal processes for assigned accounts, including commercial negotiations and coordination with Legal.
- Manage escalation of critical client issues with urgency, empathy, and professionalism.
Qualifications & Success Criteria
- Bachelor’s or Master’s degree in Business, Technology, or a related field (MBA a plus); 15+ years in financial services, preferably within Wealth & Asset Management, with 10+ years in senior program management or delivery leadership.
- Proven track record delivering large-scale, complex enterprise software implementations with multi-year deal lifecycles; experienced across SDLC methodologies with a product-centric focus.
- Demonstrated experience leading a team of implementation professionals
- 10+ years of B2B client-facing experience with a proven track record of managing and growing C-suite relationships; demonstrated experience running executive-level governance forums (steering committees, QBRs, executive briefings).
- Deep domain expertise in wealth management, managed accounts operations, and/or financial technology platforms; knowledge of portfolio accounting, portfolio management, and/or trading platforms (APL experience strongly preferred).
- Strong commercial acumen — including experience managing renewals, account growth, and revenue accountability; track record of driving measurable client satisfaction improvement (NPS).
- Excellent written and verbal communication skills across all levels — from delivery teams to C-suite; able to influence peers, cross-functional partners, and senior leadership without direct authority.
- Highly organised with strong judgement and decision-making skills; comfortable with autonomy, managing competing priorities, and escalating appropriately.
- Proficient in programme management and collaboration tools (Smartsheet, Jira, Confluence, MS Project, Power BI); detail-oriented toward scope control, risk management, and accurate reporting.
- Prince2, PMP, or equivalent qualification preferred; management consulting or B2B SaaS/fintech background a plus; strong analytical skills and ability to quickly absorb new concepts and technologies.
Skills Required
- Bachelor's or Master's degree in Business, Technology, or a related field
- 15+ years of experience in financial services, preferably wealth and asset management
- 10+ years of senior program management or delivery leadership experience
- Experience delivering large-scale, complex enterprise software implementations with multi-year deal lifecycles
- Experience across SDLC methodologies with a product-centric focus
- Experience leading a team of implementation professionals
- 10+ years of B2B client-facing experience
- Track record managing and growing C-suite relationships
- Experience running executive governance forums, including steering committees, QBRs, and executive briefings
- Deep expertise in wealth management, managed accounts operations, and/or financial technology platforms
- Knowledge of portfolio accounting, portfolio management, and/or trading platforms
- APL experience
- Commercial experience managing renewals, account growth, and revenue accountability
- Track record of improving client satisfaction, including NPS
- Excellent written and verbal communication skills
- Ability to influence cross-functional partners and senior leadership without direct authority
- Strong organizational, judgment, decision-making, and prioritization skills
- Proficiency with Smartsheet, Jira, Confluence, Microsoft Project, and Power BI
- PRINCE2, PMP, or equivalent qualification
- Management consulting or B2B SaaS/fintech background
- Strong analytical skills and ability to quickly absorb new concepts and technologies
What We Do
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Why Work With Us
Our growth is driven by our people as much as by our product. We are a team of operators, designers and artists. We value fresh perspectives as well as seasoned experience. We are connected by a strong sense of fun and family, working with focus to meet and exceed the highest standards.
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