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The Product & Prototyping Lead at InvestCloud bridges strategy, product, and technology by turning strategic questions into prototypes, aligning teams, and iterating based on stakeholder feedback.

Lead client-facing digital transformation initiatives for financial services, advise on technical and business strategy, collaborate with product and sales to drive innovation and revenue, mentor cross-functional teams, architect solutions, present to C-level executives, and achieve sales targets through consultative selling.

Lead end-to-end delivery of InvestCloud Digital Wealth implementations. Manage scope, budget, schedule, resources, risks, issues, and stakeholder communication. Drive quality, client satisfaction, reporting, and cross-functional coordination across project lifecycle using PM best practices and tools.

Quota-carrying enterprise sales role selling InvestClouds Digital Wealth solutions. Build pipeline, source new business, expand accounts via cross-sell/up-sell, develop executive relationships, and close six- to seven-figure deals. Partner with Sales Engineering, Product, and Account Management; mentor peers and drive demand generation and forecasting.

The Enterprise Account Executive drives new business acquisition, expands revenue in assigned accounts, builds executive relationships, and manages sales strategies to achieve quotas in the financial technology sector.

The Associate Software Developer will focus on APL development, contributing to functional delivery in the Wealth Platform, while performing software design, programming, testing, and documentation tasks, along with providing production support.

The Strategy and Execution Manager will shape product strategy, engage with wealth and asset managers, and influence adoption of the Private Markets Network, addressing constraints to enhance the client experience in private markets.

Lead platform engineering strategy, roadmap, and execution for hybrid on-prem and AWS environments. Manage platform services, AWS architecture, IaC (Terraform), CI/CD (GitLab), observability, security, cost optimization, and incident response. Build and grow a distributed team, enable follow-the-sun operations with Bangalore, and partner with Product, Ops, Security, and Finance to ensure reliable, scalable, and compliant platform delivery.

Lead end-to-end product strategy, roadmap, and commercialization for InvestCloud's data and analytics offering. Drive client discovery, validate use cases, and partner with engineering, legal, and commercial teams to deliver analytics-ready data, pricing, and go-to-market plans. Own product lifecycle, stakeholder alignment, and revenue outcomes for a scalable data business in wealth management.

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.