About this role
How you will provide meaningful contributions:
• Drive delivery and implementation of client portfolio/program(s), providing a high-level of client service, technical expertise and expert portfolio, program, and project management experience.
• Work on a wide variety of key project tasks such as business analysis, project management, technical design and requirements gathering in relation to fee billing and revenue management.
• Responsible for the development and execution of product roadmaps.
• Liaise with customers to identify, develop, and document business needs.
• Create and present proof of concept solutions to business needs.
• Coordinate and document technical installation of the application.
• Work with the client's technical teams in delivery management and technical configuration.
• Build, test and deliver SQL scripts, queries, and stored procedures.
• Extract and document clear functional and technical requirements according to SDLC procedures.
• Provide quality assurance testing to client customizations and product enhancements.
• Analyze, resolve, and manage support issues, adhering to client specific Service Level Agreements.
• Effectively manage, delegate, and communicate project objectives to internal teams while producing timely results.
• Build effective team relationships with enthusiasm, patience, a positive attitude, and adaptability.
• Adherence to budgets, policies, and company and regulatory requirements.
• Coordinate troubleshooting/issues with engineering and development.
• Knows Agile methodology and can plan and run sprint ceremonies and refinement sessions.
• Perform other job duties as assigned.
Basic Qualifications for Consideration:
• A. or B.S. in Business, Computer Science.
• 10+ years of experience in Financial Services software delivery, client-facing role.
• 10+ years of experience with software implementation projects.
• Experience working with various SDLC methodologies such as Waterfall, Agile, SAFe, and Hybrid models with a product-centric focus.
• Minimum 5 years of management experience.
• Strong client focus with a confident and professional presentation.
• Analytical skills to assess client business needs, identify solutions, and manage requirements across multiple projects with a strong ability to multi-task.
• Excellent communication (written and verbal) skills to facilitate client and team discussions, presentations, and meetings and accurately document requirements.
• Strong leadership, relationship management and consultative skills to lead collaborative work sessions within and among various internal and external teams.
• Ability to focus on deadlines and deliverables.
• Private Banking / Wealth Management knowledge with a focus on Front Office Transformation, Compliance, and CRM / CLM / Onboarding.
• German or French language proficiency is a plus.
• Travel approx 10%