Note: The job is a remote job and is open to candidates in USA. The client provides a cloud-native, AI-first enterprise platform for investment management with technical integration delivered through APIs. The Technical Consultant will help bring clients live by gathering integration requirements, designing scalable solutions, configuring and deploying integrations, and supporting implementation teams. The role also involves analyzing client technologies, documenting processes and customizations, and contributing to the integration library.
Responsibilities
- 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
Skills
- 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)
- Candidates who have integrated or migrated across investment and wealth platforms are strongly preferred
Benefits
- Remote work arrangement
Company Overview