The Industry Cloud Platform for Investment Management
Project Lead, Customer Experience
Location
California + 2 moreAll locations: California, Nevada, New York
Posted
2 days ago
Salary
$155K - $180K / year
Job Description
Job Requirements
- Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
- 7+ years of experience leading investment management software implementations in a customer-facing role
- Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance
- Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams
- Highly organized with strong time management and prioritization skills
- Ability to operate independently while maintaining strong collaboration with internal and external stakeholders
- Demonstrated ability to build trusted relationships with customer teams including executive stakeholders
- Strong written and verbal communication skills
- Demonstrated curiosity and ability to learn new technologies and tools quickly
- Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
- An aptitude for problem solving
- Ability to communicate effectively
- Serious interest in having fun at work
Benefits
- unlimited vacation
- educational and wellness reimbursements
- $0 cost employee insurance plans
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