CareerPlan

Alpha Client Solutions Lead, AVP

Sydney, AustraliaFull-time2026-10-05 → 2026-11-09
Based in APAC

Core

Design and articulate integrated investment servicing, technology, and data solutions for institutional clients across APAC.

Role type

Senior individual contributor client solutions lead

Builds

Integrated solutions spanning front, middle, and back-office services, investment data management, analytics, reporting, and platform capabilities

Domain

Institutional investment management and financial technology

Required skills

Institutional investment management experience, asset servicing, financial technology, consulting, investment lifecycle domain knowledge, operating model analysis, solution design, requirements translation, stakeholder management, facilitation, structured problem solving

Preferred skills

Enterprise platforms and data architectures, implementation lifecycles, specific investment platforms (Charles River, Aladdin, SimCorp, FactSet, Bloomberg), asset owner/superannuation fund experience

Technologies

Charles River, Aladdin, SimCorp, FactSet, Bloomberg

Responsibilities

Lead client discovery sessions to understand strategy and business objectives, map current-state workflows and define target-state operating models, translate client needs into integrated solutions, prepare client presentations and workshops, develop solution artefacts and RFI/RFP responses, coordinate subject matter experts, support transition to implementation

Seniority

Senior, hands-on IC