Senior Delivery & Portfolio Leader

InvestCloud Switzerland; Genf; Vor Ort; CHF 180.000 - 240.000; Vollzeit

Zusammenfassung

InvestCloud Switzerland is seeking an experienced Program Manager to lead client portfolio delivery and software implementations within the wealth management space. You will manage business analysis, requirements, technical design, and revenue management initiatives for multiple projects.

You will coordinate cross-functional teams, develop product roadmaps, and ensure successful deployment of solutions, while maintaining strong client relations and adherence to SLAs and regulatory requirements.

Qualifikationen

• 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 with Waterfall, Agile, SAFe, and Hybrid SDLC models with a product-centric focus.
• Minimum 5 years of management experience.
• Strong client focus with confident and professional presentation.
• Analytical skills to assess client business needs and manage requirements across multiple projects.
• Excellent communication skills to facilitate client and team discussions and meetings.
• Leadership, relationship management and consultative skills for collaborative sessions.
• Knowledge of Private Banking/Wealth Management Front Office Transformation, CRM/CLM/Onboarding.
• German or French language proficiency is a plus.

Aufgaben

• Drive delivery and implementation of client portfolio/programs with high-level client service, technical expertise, and project management.
• Lead business analysis, project management, technical design, and requirements gathering related to fee billing and revenue management.
• Develop and execute product roadmaps.
• Liaise with customers to identify and document business needs.
• Create and present proof of concept solutions to business needs.
• Coordinate technical installation and configuration with client tech teams.
• Build, test, and deliver SQL scripts, queries, and stored procedures.
• Document functional and technical requirements per SDLC procedures.
• Provide QA testing for client customizations and product enhancements.
• Analyze, resolve and manage support issues per SLAs.
• Communicate objectives to internal teams and deliver timely results.
• Foster strong team relationships with a positive attitude and adaptability.
• Adhere to budgets, policies, and regulatory requirements.
• Coordinate troubleshooting with engineering and development.
• Know Agile and run sprint ceremonies and refinement sessions.
• Perform other duties as assigned.

Kenntnisse

Financial services software delivery

Client-facing leadership

Project management

SDLC methodologies

Agile/SAFe/Hybrid

Requirements gathering

Stakeholder management

Communication skills

Front Office Transformation

German/French language

Ausbildung

Bachelor's degree in Business or Computer Science

Jobbeschreibung

InvestCloud Switzerland is seeking an experienced Program Manager to lead client portfolio delivery and software implementations within the wealth management space. You will manage business analysis, requirements, technical design, and revenue management initiatives for multiple projects.

You will coordinate cross-functional teams, develop product roadmaps, and ensure successful deployment of solutions, while maintaining strong client relations and adherence to SLAs and regulatory requirements.