Join A Global Technology Team at a Leading Financial Advisory Firm!
Are you ready to be part of a cutting-edge, global technology team at an industry-leading financial advisory firm? This is an exciting time for our Technology department as we expand globally and invest in the future of our firm’s tech capabilities. As our business grows internationally, we are building a world-class technology team that drives strategic solutions and innovation to support our diverse businesses. If you're a passionate technologist, this is your opportunity to make a meaningful impact.
The Opportunity:
We’re looking for an experienced Senior Implementation Manager – Join our Technology Business Services team. In this role, you'll provide critical support for order and execution management, working closely with key teams such as Client Guidelines and Assurance, Portfolio Engineering, Portfolio Implementation, and Trading. Your expertise will help streamline daily operations and enhance efficiencies for our users. This is your chance to collaborate with the user base and contribute to strategic system improvements that drive business success.
What You'll Do:
- Act as the key liaison between internal business teams, Technology, and application vendors to ensure smooth communication and effective solutions.
- Partner with stakeholders to understand challenges and provide optimal solutions that align with our goals.
- Take ownership of configuration tuning, deployment, testing.
- Document requirements, configure applications, and ensure the platform meets user needs.
- Facilitate User Acceptance Testing (UAT) and resolve any issues that arise.
- Write detailed user stories and support documentation within an Agile/Scrum framework.
- Monitor production platforms to ensure readiness and overall system health.
Your Qualifications:
- Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Physics, Math, or relevant work experience.
- 5+ years as a Technology Business Analyst or Product Manager supporting critical business applications in a wealth or investment management environment.
- 2+ years of hands-on experience with Charles River Manager Work Bench or Central Work Bench workflows.
- Strong knowledge of order management systems and trading lifecycle processes.
- Proficiency in SQL, Agile methodologies, and compliance workflows.
Why Join Us?
We believe in making a difference in the investment universe—and we know that starts with our people. We’re committed to fostering an inclusive culture and providing our employees with top-tier learning and development opportunities. We offer outstanding benefits, including:
- 100% paid medical, dental, and vision premiums for you and your dependents.
- 50% 401(k) match, up to the IRS maximum.
- 20 days of PTO plus 10 paid holidays.
- Family support programs, including paid Primary Caregiver Leave, fertility assistance, and back-up care.
- $10,000 fertility, hormonal health, and family-forming benefits.
- Access to our hybrid work-from-home program, based on tenure and performance.
Ready to take the next step in your career? Apply now and join a team that’s shaping the future of technology in financial services!