Job Title

Senior WealthTech Client Manager

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Flintex Consulting Pte Ltd

336 Active Positions

Job Description

About this role

The role of Senior Wealth Tech Client Manager comprises the following responsibilities: Delivery Management, Implementation Partner Management and Key Account Management.
In this role, you will successfully drive and deliver company APAC projects on time, above customer expectations and within budget. You liaise and interact with project stakeholders and manage counterpart project owners who are tasked with the execution of the various projects. You make sure the scopes of all projects are clearly defined, weekly reports on progress, recommend and implement best practices of program and project management based on APAC strategy and client needs.

Your responsibilities

Delivery & Operations responsibilities:

• Oversee front to back integration of our cutting-edge cloud-based Digital Financial Suite and/or platform solutions to financial and non-financial clients
• Provide subject matter expertise on project management practice with a special emphasis on agile methods;
• Build technical delivery capabilities, to manage entire project lifecycle from the initial planning and budgeting to successful implementation and support. Proactively manage risk, dependencies, quality, and change requests.
• Steer project governance with key stakeholders to control project scope and budget
• Manage stakeholders and customer expectations: create quarterly ‘heatmaps’ where technology and delivery risks for existing projects are identified, and pro-actively seek solutions with internal products teams and technology partners.
• In collaboration with finance, ensure billing and collection from customers for deliverables are successfully completed, and reporting and billing to partners for deliverables are successfully completed,
• Achieve P&L project and program targets

Implementation Partner Management responsibilities:

• Own technology and implementation partnership agreements, including owning back-to-back agreements, for outsourced implementation and support services. Strengthen project P&L management and quarterly project resourcing planning.
• Build technical delivery capabilities, thru selected partnerships, to manage entire project lifecycle from the initial planning and budgeting to successful implementation and support. Proactively manage risk, dependencies, quality, and change requests.

Account Management responsibilities:

• Manage Business Analyst(s) to lead regional client relationships
• Ensure close cooperation with Product Management by integrating customer feedback into the product roadmap and showcasing our latest developments to clients
• Support the sales team from a technical and functional point of view, including implementation of proof-of-concepts
• Interface with implementation teams, articulating customer requirements to ensure a smooth transition from sale to delivery, support initial hand-holding, and build long-lasting relationships with clients

Your qualifications, skills and experience

• Bachelor’s or Master’s degree in Computer Science, Computer Engineering or Business/Finance
• A minimum of 8 years proven track record in consultancy, client management, account and project management for medium to large scale, complex projects with end-to-end project scope within the financial services industry for software products to the Banking industry
• Profound IT knowledge in financial service institutions
• In-depth knowledge and understanding of digital Wealth Management, Investment or Consumer Banking, its products, processes, and business practices, preferably worked on the vendor side/management consultant level/ex-product manager on wealth in a Fintech environment
• Working knowledge on wealth technology developments (especially SaaS/cloud)
• PMI, PMP/PRINCE II certification is a plus
• Familiar with Agile/Scrum practices
• Experience in preparing and presenting steerco presentations
• Excellent influencing, client-management, presentation, and communication skills

Tags: analysis, business, it, management, skills, techincal, technology

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