How you will provide meaningful contributions:
- Drive delivery and implementation of client portfolio/program(s), providing a high-level of client service, technical expertise and expert portfolio, program, and project management experience.
- Work on a wide variety of key project tasks such as business analysis, project management, technical design and requirements gathering in relation to fee billing and revenue management.
- Responsible for the development and execution of product roadmaps.
- Liaise with customers to identify, develop, and document business needs.
- Create and present proof of concept solutions to business needs.
- Coordinate and document technical installation of the application.
- Work with the client's technical teams in delivery management and technical configuration.
- Build, test and deliver SQL scripts, queries, and stored procedures.
- Extract and document clear functional and technical requirements according to SDLC procedures.
- Provide quality assurance testing to client customizations and product enhancements.
- Analyze, resolve, and manage support issues, adhering to client specific Service Level Agreements.
- Effectively manage, delegate, and communicate project objectives to internal teams while producing timely results.
- Build effective team relationships with enthusiasm, patience, a positive attitude, and adaptability.
- Adherence to budgets, policies, and company and regulatory requirements.
- Coordinate troubleshooting/issues with engineering and development.
- Knows Agile methodology and can plan and run sprint ceremonies and refinement sessions.
- Perform other job duties as assigned.
Basic Qualifications for Consideration:
- A. or B.S. in Business, Computer Science.
- 10+ years of experience in Financial Services software delivery, client-facing role.
- 10+ years of experience with software implementation projects.
- Experience working with various SDLC methodologies such as Waterfall, Agile, SAFe, and Hybrid models with a product-centric focus.
- Minimum 5 years of management experience.
- Strong client focus with a confident and professional presentation.
- Analytical skills to assess client business needs, identify solutions, and manage requirements across multiple projects with a strong ability to multi-task.
- Excellent communication (written and verbal) skills to facilitate client and team discussions, presentations, and meetings and accurately document requirements.
- Strong leadership, relationship management and consultative skills to lead collaborative work sessions within and among various internal and external teams.
- Ability to focus on deadlines and deliverables.
- Private Banking / Wealth Management knowledge with a focus on Front Office Transformation, Compliance, and CRM / CLM / Onboarding.
- German or French language proficiency is a plus.
- Travel approx 10%
Skills Required
- Bachelor’s degree in Business or Computer Science
- 10+ years of experience in financial services software delivery in a client-facing role
- 10+ years of experience with software implementation projects
- Experience with Waterfall, Agile, SAFe, and Hybrid SDLC methodologies
- Product-centric project delivery experience
- At least 5 years of management experience
- Strong client focus and professional presentation skills
- Analytical skills for assessing business needs, identifying solutions, and managing requirements across multiple projects
- Excellent written and verbal communication skills
- Strong leadership, relationship management, and consultative skills
- Ability to manage deadlines and deliverables
- Private banking or wealth management knowledge, including Front Office Transformation, Compliance, CRM, CLM, or onboarding
- German or French language proficiency
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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