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Customer Experience Manager, Front Office Consulting

1 day, 17 hours ago
United States
Full-time
Lead
Implementation Consultant
Project and Program Management
Agile AWS Confluence JIRA
Apply Now
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Professional Services
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Description

  • Lead, coach, and develop a team of Front Office Consultants delivering enterprise SaaS implementations for investment management firms.
  • Oversee front office workstreams across multiple concurrent implementations to ensure high-quality, on-time delivery.
  • Guide teams through complex implementation challenges while maintaining strong relationships with customer stakeholders.
  • Ensure strong design and deployment of trading, portfolio management, compliance, and post-trade workflows.
  • Collaborate with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success teams to support seamless implementation execution.
  • Establish and refine functional implementation standards, configuration practices, and reusable workflow templates.
  • Strengthen forecasting, capacity planning, and utilization management across the consulting organization.
  • Analyze delivery metrics and customer feedback to improve predictability, team effectiveness, and outcomes.
  • Champion adoption of AI-powered tools such as OpenAI and Claude to improve requirements gathering, workflow design, and implementation documentation.
  • Build trusted relationships with senior stakeholders and provide strategic guidance on workflow design, operating model alignment, and implementation sequencing.

Requirements

  • 8+ years of experience implementing investment management software in a customer-facing role.
  • Deep expertise in front office workflows including trading, portfolio management, and compliance monitoring.
  • 3+ years of people management experience within a consulting or professional services environment.
  • Strong understanding of the investment management lifecycle, including trade order management, post-trade workflows, compliance monitoring, and reporting.
  • Knowledge of investment instruments including equities, fixed income, multi-currency instruments, derivatives, and alternatives.
  • Proven experience leading complex, multi-workstream SaaS implementations.
  • Strong portfolio management, forecasting, and resource planning capabilities.
  • Exceptional interpersonal, communication, and executive stakeholder management skills.
  • Experience handling customer escalations with professionalism and sound judgment.
  • Demonstrated curiosity and hands-on experience leveraging emerging technologies, including AI tools.
  • Experience guiding teams in responsible and effective AI adoption.
  • Ability to collaborate effectively across cross-functional teams.
  • Willingness to learn cutting-edge technologies while building deep investment management domain expertise.
  • Aptitude for problem solving and effective communication.
  • Bonus: experience advising customers on front office operating model transformation or technology stack modernization.
  • Bonus: familiarity with Agile principles and SaaS development lifecycles.
  • Bonus: experience with Slack, JIRA, Confluence, Kantata, and Google Workspace.
  • Bonus: basic understanding of cloud infrastructure concepts including AWS and APIs.
  • Bonus: Chartered Financial Analyst (CFA) designation.
  • Must be authorized to work in the United States without employer sponsorship.
  • Domestic travel expected 25–30%.

Benefits

  • Typical starting salary range of $143,000-$234,000 OTE.
  • Typical starting salary range of $158,000-$257,000 OTE in select locations, including the San Francisco Bay Area and New York City Metro Area.
  • Company Stock Plan subject to the applicable Stock Option Agreement.
  • Unlimited vacation.
  • Educational reimbursements.
  • Wellness reimbursements.
  • $0 cost employee insurance plans.
  • Career advancement opportunities and the ability to make a true impact on the product.

Interested in this position?

Apply directly on the company website

Apply Now

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