Senior Implementation Manager - Wealth Management Software

About the job

We are looking for an experienced Senior Implementation Manager with solid expertise in investment processes, asset classes, and accounting, who will lead the implementation and configuration of a leading WealthTech platform for family offices and asset managers.

Senior Implementation Manager - Wealth Management Software

Job description:

• Project Management: Independent management of client projects including budget, quality, and deadline responsibility.
• Stakeholder Management: Central contact person for clients and internal teams from investment management, accounting, controlling, and IT.
• System Implementation: Support throughout the entire process from requirements analysis through testing and data migration to go-live.
• Requirements Management: Analysis and translation of complex client requirements into technical and professional solutions.
• Training and Support: Conducting client training sessions and ensuring successful system introduction.
• Optimisation and Further Development: Close collaboration with development teams for continuous improvement of functions, processes, and systems.

Requirements:

• Education: Completed degree in business administration, finance, accounting, business informatics, or comparable several years of professional experience in the financial sector.
• Industry Experience: Solid experience in banking, wealth management, asset management, or family office environment, ideally with portfolio management systems.
• Project Management: Experience in independently managing IT implementations, migrations, and digitalisation projects in the financial sector.
• Investment Know-how: Very good understanding of investment processes, asset classes, transaction processing, and performance measurement.
• Accounting and Regulation: Profound knowledge in securities accounting, valuation methods, as well as the Swiss financial market and its regulation.
• Technical Competence: High IT affinity, experience in system configuration and parameterisation, as well as very good Excel skills.
• Personal Strengths: Analytical, structured, and solution-oriented working style, quick comprehension, and pronounced hands-on mentality.
• Organisation and Communication: Experience in managing multiple client projects simultaneously as well as strong communication and stakeholder management skills.
• Languages: Business fluent German and English; additional national languages are an advantage.