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Summary
About the Role
About You
- BA/BS degree required; MBA or advanced degree in Finance, Business, Technology, or related field is highly preferred.
- 12+ years of comprehensive experience in financial services, specifically within Wealth & Asset Management, FinTech, or SaaS solutions tailored to wealth advisory businesses.
- Proven track record of managing high-value, strategic client relationships in a customer-facing environment.
- Deep understanding of wealth management processes, including portfolio management, compliance, reporting, and client onboarding workflows.
- Exceptional consultative and complex solution-selling expertise.
- Strong proficiency in analysis, reporting, financial modeling, and forecasting techniques.
- Experience with CRM, automation tools, and analytics platforms relevant to wealth management technology ecosystems.
- Exceptional communication skills, with the ability to effectively present to and influence executive-level audiences.
- Proactive problem solver with strong project management capabilities.
- Demonstrated leadership qualities, including mentoring junior team members.
- Willingness to travel as needed and participate in industry conferences.
Benefits
- Medical/Rx, dental, vision, disability, and life/AD&D insurance plans.
- Flexible Savings Account (FSA) and Health Savings Account (HSA).
- Employee Assistance Plan (EAP) and health advocacy.
- Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance).
- 401(k) retirement savings plan with company match.
- Paid time off.
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.