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.
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