Job Description

Job Description

Job Description

About the Role

We are seeking an experienced Professional Services Technology Program Manager with a strong background in delivering complex technology solutions within the private markets space, including private equity, venture capital, and alternative investments. This role requires a hands-on leader with proven experience managing end-to-end program lifecycles—from strategic planning and stakeholder alignment to execution and post-launch support. You will work cross-functionally with engineering, product, operations, and business teams to implement scalable solutions that support our clients and internal stakeholders in a dynamic, fast-paced environment.

Key Responsibilities:

• Lead and oversee the implementation and support of PMA (Private Market Alternative) projects, ensuring alignment with client expectations and business objectives.
• Develop and maintain strong relationships with clients, acting as a trusted advisor and primary point of contact.
• Collaborate with various teams, including sales, customer success, product, and engineering to ensure integrated program/project delivery.
• Drive the integration and deployment of technology solutions, including third-party platforms and proprietary tools.
• Manage complex dependencies across workstreams and proactively mitigate risks and roadblocks.
• Maintain detailed program documentation including timelines, roadmaps, status reports, and stakeholder communications.
• Ensure alignment with regulatory requirements and data security best practices.
• Track and report on key performance metrics and ensure successful delivery against time, scope, and budget.
• Manage project budgets, timelines, and resources to ensure efficient and effective project delivery.
• Provide strategic guidance on the integration of private market investments within managed accounts.
• Lead the planning and execution of large-scale technology programs tailored to private markets operations.

Basic Qualifications:

• Bachelor's or master’s degree in finance, technology, or a related field, or equivalent work experience.
• Extensive experience in Professional Services and Private Markets within the financial services industry.
• Minimum of 10 years of experience in project and program management.
• 10+ years of experience managing large scale, global software implementation projects within financial services
• Superior communication skills (written and verbal) to facilitate client and team discussions, presentations, and leadership meetings ensuring accurate documentation
• Understanding of infrastructure components and technologies
• Experience leveraging various SDLC methodologies with product centric focus
• Strong ability to use Smart Sheet, Atlassian suite, and Power BI to manage and report on project milestones.
• Ability to influence resources to deliver their commitments to projects on-time.
• Detailed oriented towards project scope and ensuring scope is managed from drift.
• Ability to learn quickly new concepts and technologies.
• Exceptional communication and interpersonal skills, with the ability to inspire and influence across all levels of the organization.
• Continuously evaluate and refine PS processes to improve delivery speed, quality, and alignment with evolving business needs.
• Proven ability to manage complex projects and lead cross-functional teams.
• Strong problem-solving skills and a continuous improvement mindset.

Preferred Skills / Experience:

• Demonstrated experience in a matrixed (shared resources) environment.
• Knowledge and expertise in the wealth management industry, particularly with alternative investments.
• Ability to work under pressure and manage multiple priorities.

About InvestCloud

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 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. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $150,000 - $210,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), 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, and paid time off. This is a bonus eligible position, subject to company and individual performance.

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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