Wealth Hub Client Services & Technical Delivery, AVP
Core
Lead client onboarding, technical integrations, platform operations, and automation for the Wealth Hub SaaS platform serving wealth managers and asset managers.
Role type
Senior IC Technical Delivery Lead (SaaS Platform Operations)
Builds
Wealth Hub platform (APIs, file feeds, Corporate Actions automation, Security Master governance) for institutional investors
Domain
Financial Services / Investment Operations / SaaS Platform Engineering
Required skills
API integration & onboarding, file feed management, Corporate Actions automation, Security Master governance, DevOps/CI-CD, cloud operations (Azure), SQL, client-facing technical consulting
Preferred skills
REST APIs, OAuth2/mTLS, SFTP, Charles River IMS, Wealth Hub platform experience
Technologies
Azure, REST APIs, SFTP, SQL, mTLS, CI/CD pipelines
Responsibilities
Coordinate client onboarding and integration projects; Lead API and file feed integration initiatives; Manage Corporate Actions and Security Master operations; Support platform releases, patches, and disaster recovery; Troubleshoot production issues and drive root cause analysis
Seniority
Senior, hands-on IC