Fund Delivery Senior Associate
Core
Deliver new FinTech capabilities to clients and partners by managing complex onboarding and implementation projects within the financial services industry.
Role type
Senior Associate, Fund Delivery (Project Management & Implementation)
Builds
New FinTech capabilities, client onboarding solutions, and strategic business opportunities for wealth management firms.
Domain
Financial Services / FinTech / Alternative Investments
Deliverable
production ML models | product features | client delivery
Required skills
Project management, requirements analysis, stakeholder management, risk mitigation, pre-sales support, AI tool fluency, financial services domain knowledge
Preferred skills
Startup environment experience, small to mid-sized firm experience
Technologies
Jira, Asana, Monday, Confluence, Airtable, Salesforce
Responsibilities
Monitor and manage new projects from initiation to completion; Participate in discovery phase to gather and analyze requirements; Manage resources to meet business objectives; Identify risks and plan mitigation efforts; Engage with clients and partners to propose and secure strategic business opportunities; Draft sales-oriented presentations and support pre-sales activities; Apply AI tools to accelerate routine workstreams.
Seniority
Mid-level, hands-on IC
