Our client is seeking an experienced Technical Consultant to work with their teams to bring clients live on enterprise cloud software for investment management.
About the Role & Platform
Our client's platform is a cloud-native, AI-first system built on a unified data model, with technical integration delivered via APIs. The core skill this role requires is a feel for modern, API-based, event-driven data flows versus older batch/file-based integration patterns. Candidates who have integrated or migrated across investment and wealth platforms are strongly preferred.
Responsibilities & Qualifications
- Work with internal and client technical, functional, and project management resources to support a successful go live and set the client team up for success
- Work with the client team to verify integration scope, determine individual integration requirements, and deliver scalable solutions
- Assist clients with eliciting integration requirements, prepare designs, and document processes and requirements based on complexity
- Analyze current technologies and technical capabilities used by clients to identify technical solutions and process improvements
- Collaborate within project teams to support integration implementation and document customizations where applicable
- Configure, test, and deploy packaged integrations
- Contribute to the integration library using the organization's integration platform
- Deliver accurate and timely responses to clients and the implementation team, verbal and written, related to integration development tasks
- Adhere to information security policies
Requirements
- Previous experience designing and deploying integrations for SaaS companies, using REST or similar API technology
- Strong technical skills with experience in SQL, database management systems such as MS SQL, Oracle, MySQL, or Postgres, and data integration or ETL tools
- Experience with low code integration platform as a service tools, such as Workato or similar, and/or modern CSV data migration tools, such as Flatfile.io
- Hands-on experience working with similar systems such as Addepar, Envestnet, SS&C Technologies, Advent, Clearwater, BNY Eagle, SEI, or FIS Eagle
- Comfortable working with Google Apps, Slack, JIRA/Confluence, AWS, and GitHub
- Experience in the financial services industry
- 10-12+ years of relevant experience (Snr Manager / Director level)
