Senior Implementation Manager | Wealth Tech | 80-100% (m/w/d)
Core
Lead onboarding projects for new clients to map and evaluate complex assets on the QPLIX Wealth-Tech platform, serving Family Offices, wealth managers, and institutional investors.
Role type
Senior Implementation Manager (Wealth Tech)
Builds
Onboarding projects, data migrations, and client configurations for the QPLIX platform
Domain
Wealth Management / Financial Technology
Deliverable
client delivery
Required skills
Investment process knowledge, Accounting expertise, Requirements engineering, Data migration, Project management, Client training, Stakeholder management
Preferred skills
PMP/IPMA/PRINCE2 certification, Agile experience, Swiss financial market knowledge, FIDLEG/FINIG regulation knowledge
Technologies
MS Office (Excel), Portfolio Management Systems
Responsibilities
Lead onboarding projects for new clients, act as central contact for stakeholders, guide clients from requirements to stabilization, collect and document requirements, translate needs into solutions, execute data migrations, conduct training, collaborate with development teams, optimize internal processes
Seniority
Senior, hands-on IC