Global Head of Professional Services – Technical Implementation Services, Managing Director

Jobtailor; Massachusetts; On-site; USD 160,000 - 230,000; Full time

Job summary

Jobtailor in Massachusetts seeks a senior leader to supervise Technical Implementation Services, guiding a team of 10+ consultants to deliver multi-tier financial systems projects on time and within budget.

You will hire, mentor, and develop staff, optimize staffing, and drive revenue and utilization while collaborating with Sales, R&D, Product Management, Engineering, and QA to ensure client satisfaction and retention.

Qualifications

• BA/MS degree in Finance, Economics, Financial Engineering, Computer Science, Mathematical Finance, or related field.
• Experience implementing financial systems and delivering multi-tier financial applications.
• Experience managing a portfolio of clients and building senior-level relationships.
• Proven experience managing a team of 10+ consultants.
• Ability to prioritize and match staff capabilities to customer requirements.
• Strong analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to develop and manage cross-functional processes and project timelines.
• Understanding of the implementation lifecycle and methodologies.
• Proven ability to recommend and apply industry and technical best practices.
• Ability to take initiative, set priorities, and perform tasks with minimal guidance.
• 10+ years of experience.
• Specific knowledge of the investment industry, including financial instruments, workflows, major players, and trends.
• Strong management background with tactical and strategic capability.

Responsibilities

• Oversee technical practice managers, senior implementation managers, implementation managers, and technical consultants on client projects.
• Hire, mentor, train, motivate, and develop staff.
• Ensure team personnel are effectively staffed and utilized.
• Achieve Technical Implementation Services revenue goals and utilization targets.
• Conduct regular technical project reviews.
• Review implementation status and resolve technical implementation issues.
• Work hands-on with clients as necessary to deliver successful, on-schedule, on-budget projects and high client satisfaction.
• Hold ultimate responsibility for technical delivery of each implementation.
• Liaise with Sales, R&D, Product Management, Engineering, QA, and other departments.
• Continuously improve implementation practices and procedures, including estimating, scoping, quality assurance reviews, methodologies, and reengineering.
• Set technical direction for implementation projects, including adoption of AI into the implementation process.
• Ensure staff adhere to policies and procedures.
• Participate in the sales process by presenting implementation methodology and procedures to prospects.
• Respond to design and best-practice questions from prospects and customers.
• Prepare estimates, assumption documents, and statements of work.
• Conduct staff reviews and assess personnel for compensation and promotion.
• Maintain 20-30% utilization through value-add management activities.
• Review and approve expenses and time entries.
• Lead bi-weekly team meetings, project reviews, and account reviews.
• Ensure projects are completed properly, on time, and on budget.
• Maintain client satisfaction and retention.
• Contribute to department revenue targets and strategic initiatives.

Skills

Technical Implementation Management

Team Leadership

Financial Systems Implementation

Client Relationship Management

Analytical and Problem-Solving Skills

Education

BA/MS degree in Finance, Economics, Financial Engineering, Computer Science, Mathematical Finance, or related field

Job description

• Oversee technical practice managers, senior implementation managers, implementation managers, and technical consultants on client projects
• Hire, mentor, train, motivate, and develop staff
• Ensure team personnel are effectively staffed and utilized
• Achieve Technical Implementation Services revenue goals and utilization targets
• Conduct regular technical project reviews
• Review implementation status and resolve technical implementation issues
• Work hands-on with clients as necessary to deliver successful, on-schedule, on-budget projects and high client satisfaction
• Hold ultimate responsibility for technical delivery of each implementation
• Liaise with Sales, R&D, Product Management, Engineering, QA, and other departments
• Continuously improve implementation practices and procedures, including estimating, scoping, quality assurance reviews, methodologies, and reengineering
• Set technical direction for implementation projects, including adoption of AI into the implementation process
• Ensure staff adhere to policies and procedures
• Participate in the sales process by presenting implementation methodology and procedures to prospects
• Respond to design and best-practice questions from prospects and customers
• Prepare estimates, assumption documents, and statements of work
• Conduct staff reviews and assess personnel for compensation and promotion
• Maintain 20-30% utilization through value-add management activities
• Review and approve expenses and time entries
• Lead bi-weekly team meetings, project reviews, and account reviews
• Ensure projects are completed properly, on time, and on budget
• Maintain client satisfaction and retention
• Contribute to department revenue targets and strategic initiatives

Requirements

• BA/MS degree in Finance, Economics, Financial Engineering, Computer Science, Mathematical Finance, or another related field
• Experience implementing financial systems and delivering multi-tier financial applications
• Experience managing a portfolio of clients and building senior-level relationships
• Proven experience managing a team of 10+ consultants
• Ability to prioritize and match staff capabilities to customer requirements
• Strong analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to develop and manage cross-functional processes and project timelines
• Understanding of the implementation lifecycle and methodologies
• Proven ability to recommend and apply industry and technical best practices
• Ability to take initiative, set priorities, and perform tasks with minimal guidance
• 10+ years of experience
• Specific knowledge of the investment industry, including financial instruments, workflows, major players, and trends
• Strong management background with tactical and strategic capability

Core Competencies

Demonstrates expertise in managing technical implementation projects, leading teams, and ensuring client satisfaction while achieving revenue goals. Possesses strong analytical skills and a deep understanding of financial systems and the investment industry.

Highest-signal resume keywords

• Technical Implementation Management
• Team Leadership and Development
• Financial Systems Implementation
• Client Relationship Management
• Analytical and Problem-Solving Skills

Hard Skills

• Financial Systems Implementation
• Multi-Tier Financial Applications
• Implementation Lifecycle Methodologies
• Project Management
• Estimation and Scoping
• Quality Assurance Reviews
• AI Adoption in Implementation
• Cross-Functional Process Management
• Portfolio Management
• Industry Best Practices

Soft Skills

• Strong Communication Skills
• Interpersonal Skills
• Analytical Skills
• Problem-Solving Skills
• Initiative and Prioritization

Industry Keywords

• Investment Industry
• Financial Instruments
• Workflows
• Major Players
• Trends