Senior Implementation Manager | Wealth Tech | 80-100% (m/w/d)
- Employment type
- Part-time
- Location
- Zürich
- First posted
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/
Automatically translated from the original.
Posted 6 weeks ago