6 часов назад
Platform Integration Specialist - Assistant Vice President (Fintech)
115 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Platform Integration Specialist - Assistant Vice President (Fintech): Leading wealth manager and asset manager integrations for a financial technology platform with an accent on project management, business process design, data integrations, and platform configuration. Focus on independently delivering client implementations, coordinating cross-functional stakeholders, troubleshooting platform issues, and identifying product enhancements.
Location: New York, New York, United States; office work Monday–Thursday with remote flexibility on Friday
Salary: $115,000–$150,000 per year, plus equity and an annual performance bonus
Company
provides financial technology and platform solutions for wealth managers and asset managers.
What you will do
- Lead small and medium client integrations and support senior leads on complex implementations.
- Manage project discovery, operating model and business process design, data integrations, platform setup, testing, and rollout.
- Develop project plans, manage risks, and drive accountability across internal and external stakeholders.
- Configure white-label platform solutions and manage the ongoing platform experience for strategic clients.
- Collaborate with Product Management, Relationship Management, and Operations to troubleshoot issues and deliver client solutions.
- Document procedures and workflows, create playbooks and client collateral, and identify platform enhancements.
Requirements
- 6–10+ years of experience in project management, client software implementations, operations, or relationship management within financial services or fintech.
- Proven experience leading cross-functional project teams from inception through execution.
- Familiarity with software-based financial solutions, including transaction systems, online forms, or trading software.
- Strong writing skills for project documentation, business requirements, and specifications.
- Advanced Excel, Word, and PowerPoint skills, along with data analytics experience.
- Knowledge of wealth management and private banking businesses and processes, plus strong communication and stakeholder management skills.
Nice to have
- Experience managing data integrations.
- Experience in a fast-moving entrepreneurial environment.
Culture & Benefits
- Hybrid schedule with office collaboration Monday–Thursday and remote work flexibility on Friday.
- Equity for all full-time employees and an annual performance bonus.
- Employer-matched retirement plan and subsidized healthcare.
- Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
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