13 часов назад
Technical Success Manager (AI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Technical Success Manager (AI): Delivering scalable, best-practice solutions and high-value outcomes for financial-services clients using Addepar’s data and AI platform with an accent on client consulting, complex financial workflows, and technical implementation. Focus on designing creative operating models, improving data conversion and implementation processes, and building scalable tools that reduce reliance on premium services.
Location: Edinburgh, UK. Applicants must have and maintain the right to work in the United Kingdom from the first day of employment. Occasional client travel may be required.
Company
is a global data and AI platform that helps investment professionals manage complex portfolio, market, and client data.
What you will do
- Advise clients and architect scalable, best-practice solutions within existing environments.
- Own high-value client outcomes, navigate technical limitations, and manage expectations across internal and external stakeholders.
- Drive project progress, prioritize simultaneous initiatives, and communicate project health to senior leadership.
- Partner with Account Executives, Support Leads, and Product Managers to develop business-as-usual service models for clients.
- Collaborate with R&D on scalable tools, templates, processes, and methodologies that reduce project effort and improve client self-sufficiency.
- Consult clients on modeling and examining financial instruments and assets while supporting retention through high client satisfaction.
Requirements
- Right to work in the United Kingdom is required from the first day of employment.
- 2+ years of professional experience in project management, financial services, or consulting.
- Strong communication, organizational, time-management, and interpersonal skills.
- Understanding of historical data conversion methodologies and different source systems, or willingness to learn.
- Ability to work independently, adapt to ambiguity, and solve complex problems creatively in a fast-paced environment.
- Ability to train and communicate effectively with partners by email, phone, and in person.
Nice to have
- Experience with investment management software implementations.
- Ability to program or script in Python.
- Experience with Databricks and Claude.
Culture & Benefits
- Values ownership, collaboration, client advocacy, innovation, and continuous learning.
- Work includes direct client interaction and collaboration with Product, R&D, Support, and Account Executive teams.
- Visa sponsorship is not available for this role.
- Reasonable accommodations are available for candidates with disabilities during hiring and employment.
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