Implementation Manager Investment Advisory Platform

Evooq; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading investment technology firm in Singapore is seeking an experienced Implementation Manager to lead client onboarding and enhance the use of our investment advisory platform. You will serve as the primary liaison between clients and internal teams, ensuring successful project execution and building long-term partnerships. Candidates should have extensive experience in wealth management, APIs, and project governance, alongside strong communication skills. This role offers the chance to impact our clients' success significantly.

Benefits

Autonomous, cross-functional team

Key role in shaping client success

Qualifications

• 8–12 years of experience in project management, client success, or consulting.
• Proven domain expertise in wealth management and investment advisory platforms.
• Exceptional communication and presentation skills in English.

Responsibilities

• Lead client onboarding and implementation from scoping to go-live.
• Serve as the primary liaison between clients and internal teams.
• Develop and implement repeatable frameworks for client onboarding.

Skills

Project management

Client relationship management

API integrations

Agile/Scrum methodologies

Problem-solving mindset

Education

Experience in financial services or fintech

Relevant certifications (PMP, PRINCE2)

Tools

Cloud-based solutions

Job description

Implementation Manager - Investment Advisory Platform

• Full-time
• Department: Client Success

At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. As we continue to expand our client base and deliver our innovative wealth management solutions, we are looking for an Implementation Manager (Investment Advisory Platform) to lead the implementation and ongoing success of our products for our clients.

This is a full-time position based in Singapore, where you will play a key role in ensuring that our clients achieve maximum value from our solutions—overseeing implementation, driving service excellence, and maintaining long‑term, trusted partnerships.

To be considered for this role, you must have demonstrable hands‑on experience with wealth management and investment advisory platforms.

What you'll do as an Implementation Manager (Investment Advisory Platform):

• Lead client onboarding and implementation from scoping to go‑live, ensuring projects are delivered on time, within budget, and to the highest quality standards.
• Serve as the primary liaison between clients and internal teams, ensuring seamless communication and efficient coordination throughout all stages of delivery and service.
• Develop and implement repeatable frameworks for client onboarding, project execution, and service management to drive consistency, scalability, and operational excellence.
• Establish structured governance models involving key stakeholders from Evooq and client organizations to maintain alignment, manage risks, and ensure transparency.
• Understand client needs and objectives, tailoring solutions and integration strategies to ensure the optimal use of Evooq’s products and services.
• Act as a trusted advisor, guiding clients on best practices and supporting them through the full lifecycle—from implementation to post‑launch success.
• Contribute to pre‑sales activities by supporting solution design, client proposals, and demonstrations in partnership with Sales and Product teams.
• Collaborate closely with product owners and developers to address client‑specific requirements, resolve issues, and identify opportunities for product or service enhancements.
• Monitor and analyze project performance, tracking key metrics such as scope, resources, profitability, and risks, while proactively driving improvements.
• Conduct client training sessions and create user materials to empower clients to fully leverage the platform.
• Prepare and participate in Steering Committees, presenting detailed progress updates, insights, and recommendations.
• Identify cross‑sell and upsell opportunities in collaboration with Account Managers to strengthen client partnerships and drive business growth.

What you'll need as an Implementation Manager (Investment Advisory Platform):

• 8–12 years of experience in project management, client success, or consulting within financial services, fintech, or wealth management.
• Proven domain expertise in wealth management and investment advisory platforms is a must.
• Strong background in platform implementation, API integrations, and cloud‑based solutions.
• Proven ability to manage complex, multi‑stakeholder projects across technical and business teams.
• Experience defining and maintaining project governance frameworks, including scope, timelines, budgets, and risk management.
• Strong client relationship and stakeholder management skills, with a hands‑on, problem‑solving mindset.
• Comfortable working in Agile/Scrum environments and contributing to continuous improvement of methodologies.
• Exceptional communication and presentation skills in English (both written and verbal).
• Relevant certifications (e.g. PMP, PRINCE2, Agile/Scrum Master, or SAFe) are highly valued.

Why Join Us

• You'll have a key role in shaping client success at the intersection of finance and technology.
• You'll work in an autonomous, cross‑functional team where your expertise and ideas directly impact clients and the business. Collaborate