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Senior Implementation Manager | Wealth Tech | 80-100% (m/w/d)

QPLIX GmbH

Employment type
Part-time
Location
Zürich
First posted
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With your in-depth understanding of investment processes, asset classes, and accounting, you will support our customers in structuring, consolidating, and mapping complex assets in a revision-proof manner on our platform and evaluating them. You will advise on technical and procedural issues, analyze individual requirements, and ensure that our solution is optimally configured and deployed to meet the needs of our customers. Our platform is one of the internationally leading Wealth-Tech solutions for Family Offices, asset managers, and institutional investors, with over 300 billion CHF in assets under management. Management of onboarding projects for new customers with clear responsibility for scope, budget, quality, and deadlines Central point of contact for stakeholders with different technical backgrounds (investment management, controlling, accounting, IT, etc.) Accompaniment and support of customers throughout the entire lifecycle, from requirements analysis to testing and go-live to stabilization phase Systematic collection, structuring, and documentation of technical requirements (Requirements Engineering): master data, investment universe, investment processes, and reporting Translation of individual customer needs into clearly prioritized, feasible requirements and procedurally clean solutions, including validation with stakeholders and control of scope and change requests Concept and implementation of data migration (portfolios, transaction histories, master data, valuation parameters) in close cooperation with customers and internal teams Conducting training sessions (technical and system training) for customers and colleagues Close collaboration with the development department to conceptualize and further develop functions based on customer feedback and market trends Active participation in optimizing internal onboarding processes, standards, and tools within the team Successfully completed degree in business administration, finance, accounting, business informatics, financial mathematics (or comparable multi-year professional experience in the financial industry) Practical experience in asset management, asset management, family office environment, consulting, or banking - ideally with a reference to portfolio management systems Experience in the independent management and control of projects, preferably in the context of system introductions, migrations, or process digitalization in the financial sector; a project management certification (e.g., IPMA, PMP, PRINCE2) or agile experience is an advantage In-depth understanding of the investment process (e.g., investment decisions, transaction processing, valuation, performance measurement) and the common investment universe (stocks, bonds, funds, structured products, alternative investments, etc.) In-depth understanding of accounting (in particular, securities accounting, valuation logic, financial statements) and knowledge of the Swiss financial market and relevant regulation (e.g., FIDLEG/FINIG) Affinity for new technologies and secure handling of MS Office (in particular, Excel) Outstanding analytical skills and structured, solution-oriented thinking Very good organizational skills, quick comprehension, and independent work Ability to coordinate multiple customer projects in parallel Negotiation-secure German and English language skills in word and writing; additional national languages are an advantage Flexible working models, modern employment conditions, and attractive development prospects in a growing FinTech environment Above-average benefits, including current Apple or Android smartphone, individual training budget, fitness subscription, and other extras Open corporate culture with strong team spirit, a lot of personal responsibility, and short decision-making paths Centrally located location in Zurich with excellent connections QPLIX is an employer that promotes equal opportunities. We believe that integration and diversity are the key to a successful and better working world. If you enjoy mapping complex assets in one of the most modern systems on the market and inspiring customers with a pragmatic, solution-oriented "can-do" mentality, we look forward to your application. QPLIX GmbH Tanja Unsöld People, Organization & Culture Nußbaumstr. 12 80336 München +49 (89) 998 2716 86 career@qplix.com https://www.qplix.com/de/

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Posted 6 weeks ago

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