Senior Principal Service Engagement Lead (Investment/Asset Management)
Core
Lead end-to-end service engagement processes for large, complex investment management deals across APAC, ensuring high-quality service offers, accurate estimations, and smooth transitions to delivery.
Role type
Senior Principal Service Engagement Manager (Professional Services)
Builds
Service offers, project estimates, and commercial proposals for investment management clients
Domain
Financial Technology / Investment Management
Deliverable
client delivery
Required skills
commercial bid management, complex project estimation, stakeholder management, contract negotiation, process improvement, Salesforce/Zimit proficiency
Preferred skills
selling large T&M and Fixed Fee projects, deep knowledge of investment management business processes, strategic client relationship building
Technologies
Salesforce, Zimit
Responsibilities
Act as main entry point for assigned service opportunities; lead end-to-end service engagement process; produce accurate and timely estimations for complex projects; secure commercial approvals; support contract closing and legal negotiations; ensure transition to local project owners; secure order intake forecast and capacity requirements; propose process improvements in bid management.
Seniority
Senior, hands-on IC
