Project Manager for Client Onboarding
vor 5 Monaten
At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous teams and by privileging trust and responsibility.
Evooq provides investment solutions and a wealth management platform to financial institutions such as banks, independent asset managers and pension funds. In the role of a Project Manager for Client Onboarding, you will lead implementation projects to integrate the Evooq Advisory Platform into the tool landscape of our clients as well as other Wealth Management Solutions we offer to our clients.
**What you'll do as a Project Manager**:
- Define processes and use cases that need to be supported by the platform (in collaboration with the client), run functional and scoping workshops and advise the client with the best way to benefit from our solutions and services.
- Document business requirements and derive work packages for the platform implementation.
- Ensure excellent project execution and client satisfaction, on-time and within budget.
- Define and manage project governance, schedule, milestones, stakeholders, deliverables, risks and budget.
- Participate in onboarding methodology improvement.
- Conduct training with end users and produce related materials.
- Identify potential product extensions and drive its implementation with product management
**What skills you will need**:
- Academic degree in a relevant area such as science, economics or computer science
- 5+ years of professional experience in the financial services or consulting industry with an excellent track record and a strong focus on implementation activities in Banking; knowledge of Swiss (FIDLEG) and European (MIFID) regulations is an asset
- Solid knowledge of wealth management processes, investment advisory, and investment products.
- Proven experience in project management and Agile delivery methods, software engineering experience a plus, ideally platform implementation experience
- Reliable with high attention to detail, high-quality focus, hands-on as well as a strong emphasis on execution combined with excellent client communication skills
- Strong team player who prefers to work in an environment with a mínimalist hierarchy
- Able to work in a dynamic team environment, perform under pressure and meet deadlines
- Excellent written and verbal communication skills in English and French or German.
- We are looking for smart, clear communicators who like to solve problems with original thinking, and are able to work as part of a cross-functional team.
**Why us**:
- We strongly advocate humility, curiosity, and pragmatism - which is evident by the way we work
- We don't have managers, no hierarchy. Everyone is responsible and accountable.
- We like well-written, maintainable, testable, and extensible software. We really do.
- Employees have their say in roadmaps, schedules, features, and are listened to.
- The technology stacks are modern, reliable, scalable, and maintainable.
- You can choose your hardware / OS.
- If you're visiting your family and want to work a bit from abroad, you're fine.
**About us**
- Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.
Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.
We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.
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