Lead Consultant, Front Office

New

JobgetherInvestment management technology

Based in United StatesFull-TimeLead

SalaryTarget cash compensation of $143,000–$179,000 OTE

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Job Details

Have professional experience in front-office investment management, trading, portfolio management, investment operations, or a related implementation environment.
Have experience working within a buy-side organization, broker-dealer, or technology/vendor implementation setting.
Understand front-office workflows and the operational needs of traders, portfolio managers, or investment professionals.
Be able to investigate unfamiliar workflows and understand their underlying business rationale.
Be comfortable working in an evolving environment where processes and product capabilities may change frequently.
Be able to independently own responsibilities while communicating proactively with teammates and stakeholders.
Have strong client-facing communication skills and the ability to build productive relationships with a range of stakeholders.
Be able to receive direct feedback professionally, translate it into action, and communicate client needs constructively to internal teams.
Have strong problem-solving and troubleshooting skills, particularly for time-sensitive implementation or go-live issues.
Have excellent organizational skills and the ability to manage multiple priorities in a fast-paced consulting environment.
Experience in wealth management is a plus.
Experience working in a smaller, rapidly growing organization is an advantage.

Own front-office implementation workstreams from client discovery and requirements gathering through configuration, testing, go-live, and hypercare.
Configure client environments by translating trading, portfolio-management, and other front-office workflows into system setups.
Work with clients to understand operating models, uncover workflow requirements, and provide guidance and education.
Partner with sales and delivery teams on active pipeline opportunities, including smaller, fast-turnaround engagements.
Troubleshoot time-sensitive implementation and go-live issues, resolving problems independently when possible and escalating when needed.
Maintain ownership of project deliverables and communicate proactively with internal and external stakeholders.
Capture client feedback and communicate relevant insights constructively to product teams.
Share project knowledge, implementation learnings, and workflow expertise with colleagues.
Contribute to improvements in implementation processes, configuration practices, and client delivery.

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