Technical Consultant
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Job Description
Technical Consultant driving successful implementations for investment management platform. Partnering with clients to enhance their investment processes and investor experiences.
Responsibilities:
- Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives.
- Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results.
- Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise.
- Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors.
- Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions.
- Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting team.
- Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization.
Requirements:
- Minimum of 2 years of experience working with clients within the investment management industry.
- Proven ability to lead client-facing meetings and presentations, including executive-level audiences.
- Exceptional analytical, interpersonal, and communication skills (written and verbal).
- Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements.
- Ability to work independently with minimal supervision and thrive in a collaborative team environment.
- Willingness to travel nationally up to 10% as needed.
- Technical experience in working with API implementations is a plus
- Previous consulting experience helping customers achieve outcomes in a technical manner
- Bachelor’s degree or equivalent professional experience.
Benefits:
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
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