Lead Consultant, Front Office
Core
Lead Consultant driving end-to-end implementation of front-office technology for asset and wealth managers, translating complex trading and portfolio management workflows into system configurations.
Role type
Senior IC implementation consultant (front-office technology)
Builds
Front-office system configurations and implementations for trading and portfolio management operations
Domain
Financial services / Investment management technology
Required skills
front-office investment management expertise, trading workflow knowledge, portfolio management operations, system configuration, project ownership, client discovery, troubleshooting, stakeholder management
Preferred skills
wealth management experience, experience in rapidly growing organizations
Technologies
front-office trading systems, portfolio management platforms
Responsibilities
Own front-office implementation workstreams from discovery through go-live and hypercare; Configure client environments by translating workflows into system setups; Work directly with clients to understand operating models and provide guidance; Partner with sales and delivery teams on pipeline opportunities; Troubleshoot time-sensitive implementation and go-live issues; Capture client feedback and communicate insights to product teams; Share project knowledge and implementation learnings with colleagues.
Seniority
Senior, hands-on IC
