Account Manager responsible for offering solutions and services to industrial clients. Work closely with sales management and project teams while expanding customer relationships in East Flanders and Flemish Brabant.
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
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