Manager overseeing assessment and improvement of Welfare and Self - Reliance products and services. Ensures impactful delivery of humanitarian efforts worldwide with an emphasis on strategic evaluation and reporting.
About the role
- Onsite Techno-Functional Lead driving key digital transformation initiative for wealth management firm. Liaising between client stakeholders and offshore teams ensuring project success and business value.
Responsibilities
- Lead client engagement, from requirement gathering and analysis to stakeholder management.
- Provide techno-functional leadership, designing solutions and guiding the integration of systems like Salesforce and Tamarac.
- Manage the project using Agile methodologies, coordinating with offshore teams to ensure timely and high-quality delivery.
- Drive the end-to-end project lifecycle, including risk management and quality assurance.
Requirements
- 8+ years of experience in Wealth Management or Financial Advisory, with a strong understanding of Registered Investment Advisor (RIA) operations and the end-to-end advisor–client lifecycle.
- Proven track record in leading integration projects involving platforms such as Salesforce, Tamarac, and financial planning tools.
- Hands-on experience in portal development, API integrations, and Agile/Scrum delivery frameworks.
- Exceptional stakeholder management, communication, and problem-solving abilities, with demonstrated experience in leading both client-facing and technical delivery teams.
Benefits
- Significant career development opportunities exist as the company grows.
- Unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment.
- High degree of individual responsibility.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Fire Service Manager overseeing operations, sales, and administration in company's Service/Inspection Department. Responsible for strategic guidance and team leadership while ensuring performance and compliance.
Manager leading the development and negotiation of provider contracts for HCS’ workers compensation network. Overseeing a team and ensuring compliance with reimbursement standards and regulations.
International Culinary Innovation Manager working in Singapore on product development and strategic culinary initiatives for APAC markets. Driving brand innovation and consumer localization for Dunkin’ and other brands.
International Business Manager leading regional partnerships for Inspire's multi - brand restaurant company. Establishing strong business relationships and driving operational excellence to meet strategic goals.
Delivery Manager guiding consultants and project managers to ensure quality delivery. Leading teams to create impactful business outcomes for Adobe's enterprise customers.
Senior Manager at Adobe Ventures sourcing and evaluating investment opportunities. Supporting portfolio growth and collaborating with internal and external partners to enhance strategic value.
Senior Vulnerability Management & Testing Manager at Santander driving vulnerability management and scenario testing initiatives. Lead technical analysis to enhance operational resilience across complex systems.
Tooling, MI & Reporting Manager overseeing the lifecycle of data from acquisition to analysis at Santander UK. Responsible for data management and operational resilience strategy.
Mobilisation Manager at Xyla healthcare services supporting NHS contracts and managing clinical insourcing services. Building relationships with NHS clients and ensuring contract compliance.