10 дней назад
Direct Solutions Consultant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Direct Solutions Consultant (Fintech): Designing and implementing client solutions for investment and wealth management workflows with an accent on data onboarding, portfolio setup, system configuration, and client delivery. Focus on leading APAC implementation projects, coordinating partners across time zones, and translating complex investment data into effective platform solutions.
Location: Singapore. Valid authorization to work in Singapore is required; visa sponsorship is not available. Occasional travel for client onsites is expected.
Company
is a global data and AI platform that helps investment professionals analyze portfolio, market, and client data and manage investment operations.
What you will do
- Lead full-cycle implementation projects for new and existing clients across the APAC market.
- Manage data onboarding, portfolio setup, system configuration, and data integrity.
- Coordinate with certified partners on scalable implementations and enhancements.
- Build relationships with client stakeholders and advise them on investment management workflows.
- Define project expectations across client and internal teams while balancing multiple time zones and priorities.
- Collaborate with Sales, Solutions Engineering, Client Success, Product, and Partnership teams on delivery and handoffs.
Requirements
- At least 2 years of experience in financial services, SaaS, consulting, or a related client-facing role.
- Experience with solution delivery, implementation, or client onboarding in wealth management, fintech, or data-intensive environments.
- Familiarity with investment data, reporting, and portfolio workflows.
- Strong verbal and written communication, organization, self-direction, and project management skills.
- Ability to collaborate across global teams and manage projects remotely.
- Valid authorization to work in Singapore; visa sponsorship is not available.
Nice to have
- Experience in Switzerland or the broader European market.
- Basic scripting or programming knowledge, preferably Python.
Culture & Benefits
- Ownership, client focus, collaboration, innovation, and continuous learning are core values.
- Opportunity to work with global teams and sophisticated investment clients across the APAC market.
- Discretion over projects and work schedule, with a self-reliant and collaborative working style.
- Reasonable accommodation is available for candidates with disabilities during the hiring process and employment.
Hiring process
- Formal interview process required before any job offer.
- No equipment or supply purchases are required as part of onboarding.
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