Senior Consultant, Back Office

New

Skills

Apis AWS Confluence Jira SDLC Slack

Design and deploy workflows across the investment lifecycle with customers. Configure, test, and optimize the platform including data migration and portfolio accounting. Develop product and industry expertise to ensure customers realize value. Collaborate with integration consultants to align system integrations. Partner with Product and Engineering to identify bugs and gather feedback. Create scalable tools for repeatable, cost-effective implementations.

Key Responsibilities
  • Design and deploy workflows for investment lifecycle
  • Configure, test, and optimize platform
  • Develop expertise and collaborate with consultants
  • Partner with Product and Engineering
  • Create scalable tools for implementations
Required Skills & Qualifications
  • Bachelor’s degree in Business, Finance, Accounting, IT, or related field
  • 4+ years of investment management software implementation
  • Deep knowledge of portfolio accounting, reconciliation, and investment reporting
  • Understanding of equities, fixed income, derivatives, and FX
  • Experience with customer training, escalations, and solution delivery

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

Share this job:

Similar Jobs

Senior Salesforce Analyst

New

Translate business needs into actionable user stories

Analyze processes and systems for improvements

Analytical Skills Apis Communication Skills Process Improvement

AI Ops Lead

New

Diagnose and prioritize automation efforts with ROI focus

Design and deploy AI-powered automations and workflows

Ai Apis Automation Scripting

GTM Lead Engineer

New

Designing outbound infrastructure and AI-powered prospecting workflows

Building a signal layer for Sales and Customer Service

Apis Automations

SEO & GEO Manager

New

Lead organic strategy for clients

Translate data into actionable insights

Apis ChatGPT SEO Strategy Zapier

Senior Solutions Architect, Public Sector

New

Manage technical post-sales relationship with government accounts

Develop and execute technical account plans aligning solutions with business objectives

Apis Customer success Integrations Solutions Architecture

Senior Penetration Tester

New

Lead advanced penetration testing of web applications and APIs.

Perform security assessments on Cloud Infrastructure.

Apis AWS Azure Cloud infrastructure

Product Manager - Trading API

New

Drive direct channel product strategy.

Conduct user research and customer interviews.

Apis Data Analytics Engineering Go-to-market strategy

Senior TAM

New

Manage technical post-sales relationships with government accounts

Develop and align solutions with customers' business objectives and technical environment

Account management Apis Communication Skills Customer success

Solutions Architect

New

Advise customers on app design for Box

Build complex solutions with APIs

Apis Devops infrastructure Java

Senior Tech Account Manager

New

Lead technical post-sales relationship with government accounts

Develop and execute technical account plans aligning solutions with customer objectives

Account management Apis Communication Skills Customer success

Senior Solutions Architect

New

Develop and execute technical account plans aligning solutions with customers' business objectives and technical environment.

Lead client onboarding, solution design, implementation, and integration projects.

Account management Apis Customer management Integrations

SEO & GEO Manager

New

Lead organic strategy for clients

Guide strategic conversations with clients

adobe Apis ChatGPT Seo

Senior Solutions Architect, Public Sector

New

Lead technical implementation, integration, and optimization for government accounts.

Develop and execute technical account plans aligning solutions with customers' business objectives.

Apis Customer success Integrations Solutions Architecture

Senior Penetration Tester

New

Lead and conduct advanced penetration testing

Define offensive security roadmap

Apis Kubernetes Threat Modelling Web Applications

Sr. Tech Account Manager, Govt

New

Own technical post-sales relationships with government accounts.

Develop and execute technical account plans aligned with customer objectives.

Account management Analytical Skills Apis Customer management

AI Product Engineer

New

Developing AI-powered interfaces for enterprise workflows

Creating user-friendly experiences for diverse users

Ai Models Apis Databases Next.js

Senior Technical Account Manager

New

Own the technical post-sales relationships with government accounts.

Develop and execute technical account plans aligned with customers' objectives.

Apis Computer science Customer management Engineering

Product Manager - Trading API

New

Drive product strategy and development

Analyze customer needs and behaviors

Apis Data Analytics Engineering Go-to-market strategy

Senior Solutions Architect

New

Lead technical solutions for government accounts in the public sector

Develop and execute technical account plans aligned with customer objectives

Analytical Skills Apis Communication Skills Customer management

SEO & GEO Manager

New

Lead organic strategy for clients

Translate data into actionable insights

adobe Apis Seo Zapier

Senior Technical Account Manager

New

Develop and execute technical account plans

Lead client onboarding and integration projects

Apis Customer management Integrations

CDP Architect

New

Promote awareness of information security practices

Assess and report security risks

Apis Cloud Technologies Data Pipelines Snowflake

Product Manager - Trading API

New

Drive direct channel product strategy by understanding customer needs and behaviors

Own product requirements and metrics to guide roadmap and go-to-market strategy

Apis Data Analytics Engineering Financial Products

Senior Solutions Architect, Public Sector

New

Manage technical post-sales relationships with government accounts

Lead client onboarding, solution design, and implementation projects

Account management Analytical Skills Apis Communication Skills

Video Ad Platform Director

New

Own and shape the vision of Roku's Video Ad Platform

Lead cross-functional teams to balance advertiser outcomes and viewer experience

Apis

Agentic AI Engineer

New

Partnering with People AI product lead

Shape use cases and run experiments

Apis Databases Hris LangChain

Salesforce Developer Opportunity

New

Develop Salesforce components

Collaborate for scalable solutions

Apex Apis CI/CD Devops

Lead AI Engineer

New

Partnering with senior stakeholders to implement AI ideas in production

Designing and implementing multi-step agent-based workflows

Ai Systems Apis CI/CD Distributed systems

Customer Success Manager II

New

Be the main point of contact and advisor for customers

Drive client renewals, retention, and feature adoption

Account management Apis Communication Customer success

GTM Systems Growth Engineer

New

Build and maintain data pipelines with Fivetran, BigQuery, Sigma

Manage marketing tech stack and automate outbound campaigns

Apis BigQuery Python Sql

Senior AI Engineer

New

Collaborate with cross-functional teams to deliver fault-tolerant products

Tackle technical challenges and guide decisions

Apis Distributed systems Kafka Python

Product Manager - Trading API

New

Drive product strategy based on customer needs and behaviors

Own product requirements and metrics using data analytics

Analytical Skills Apis Data Analytics Engineering

SEO & GEO Manager

New

Lead organic strategy for clients

Conduct in-depth content gap analyses

adobe Apis ChatGPT Gemini

CDP Architect

New

Promote information security practices

Identify and assess security risks

Apis AWS Cloud Technologies Data Pipelines

Senior Solutions Architect

New

Own technical post-sales relationship with government accounts

Develop and execute technical account plans

Analytical Skills Apis Customer success Integrations

Senior Technical Account Manager

New

Manage technical post-sales relationship with government accounts

Develop and execute technical account plans aligning solutions with customers' objectives

Account management Apis Communication Skills Computer science

Senior Data Product Manager

Posted 3 days ago

Manage onboarding platform for data integration

Evolve Events Manager for various event types

Apis Dsps Monitoring

Staff Software Engineer - Search & Detection

Posted 3 days ago

Build and improve backend services for search and detection workflows

Design and ship features across APIs, services, and UI

Apis Backend Services Go Python

Senior Data Product Manager

Posted 3 days ago

Own and improve data onboarding and integration processes.

Develop and evolve Events Manager for broader events and integrations.

Apis Dsps

Senior Technical Account Manager

Posted 3 days ago

Manage technical post-sales relationship with government accounts

Develop and execute technical account plans aligning solutions with customers' objectives

Account management Apis Customer success

Senior Architect, Public Sector

Posted 3 days ago

Own technical post-sales relationship with government accounts

Develop and execute technical account plans aligning solutions with customers' business objectives

Analytics Apis Customer success Integrations

Senior Penetration Tester

Posted 3 days ago

Lead and conduct advanced penetration testing

Define offensive security roadmap

Apis AWS Azure Cloud infrastructure

QA Operations Manager

Posted 3 days ago

Execute and scale review processes for MCP servers, plugins, and agent skills.

Test integration submissions and identify authentication, errors, and functionality issues.

Apis Automation Cross-functional Collaboration Integration Testing

Staff Software Engineer

Posted 3 days ago

Set multi-year strategy for the modeling platform with senior leadership

Architect distributed computation systems that scale enterprise-wide

Apis Distributed systems Mentorship Observability

AI Deployment Manager

Posted 3 days ago

Design and own technical adoption motion

Deliver technical trainings and scale

Apis Engineering Product Design Product Development

Product Manager - Trading API

Posted 3 days ago

Drive product strategy based on customer needs and behaviors

Define product requirements and collaborate across teams for delivery

Apis Data Analytics Engineering Go-to-market strategy

CDP Architect Role

Posted 3 days ago

Promote information security practices

Identify and report security risks

Apis Cloud Technologies Data Pipelines Data Visualization Tools

SEO & GEO Manager

Posted 3 days ago

Lead organic strategy for clients

Translate performance data into insights

adobe Apis ChatGPT Seo

Senior Technical Account Manager

Posted 3 days ago

Manage technical post-sales relationships with government accounts

Develop and execute technical account plans

Apis Communication Skills Customer management Integrations

Senior Solutions Architect

Posted 3 days ago

Own technical post-sales relationship with government accounts

Develop and execute technical account plans aligning solutions with customers' business objectives and technical environment

Account management Apis Communication Customer success
overtime