Implementations Team Lead
Core
Lead client onboarding and delivery for institutional investors onto a cloud-native investment management SaaS platform.
Role type
Senior IC implementation team lead (people leadership + delivery)
Builds
Client onboarding experiences and steady-state servicing transitions for asset managers, insurers, and pension funds
Domain
Fintech / Investment Management
Deliverable
client delivery
Required skills
People leadership, project delivery, stakeholder management, process improvement, data analysis, team development, client communication, problem-solving
Preferred skills
Investment accounting knowledge, derivatives/fixed income/structured products exposure, securities market knowledge
Technologies
Salesforce, Workday, Power BI, Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables, VBA)
Responsibilities
Lead, mentor, and develop a team of implementation professionals; Act as a sponsor for client onboardings; Design and track metrics for project and team success; Lead SteerCos and client implementation reviews; Partner with product and development teams to improve onboarding processes; Ensure seamless transition to steady-state operations
Seniority
Senior, hands-on IC with people management
