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Lead platform engineering strategy and technical delivery across cloud infrastructure, automation, CI/CD, observability, security, reliability, and developer experience. Architect AWS and Azure solutions using Kubernetes, Terraform, Helm, and service mesh technologies; implement SRE practices and automated provisioning; and mentor platform engineers while partnering with software, security, and product teams.

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.

The Principal Software Engineer will lead architectural development, mentor teams, integrate AI/ML tools, and align technical strategy with business outcomes.

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.

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.

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.

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.