What are the responsibilities and job description for the Client Technology Solutions Manager position at Syntricate Technologies?
Client Technology Solutions Manager
Tampa, FL (2 days onsite - Hybrid)
12 months
Web Cam Interview
60-65 / Hr on W2
Experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas.
Job Description
We are seeking a Client Technology Solutions Manager with a strong background in financial services, technology aptitude and a passion for delivering innovative solutions.
This role is client-facing and focused on solving complex problems by working collaboratively with senior stakeholders, both internally and externally.
You will manage programs that define data driven solutions, drive change, and business re-engineering though best in class, end to end solutions.
This role may suit an individual with strong experience in, Technology Product Delivery Management, Client Relationship Management and Service, Change Management and Program Management.
The individual should have significant experience of Securities Services (Asset Management) particularly Custody and Fund Servicing with a broader of understanding of the entire Investment Lifecycle.
The key responsibilities of this role are to :
Client Facing Solutions : Engage directly with clients in the financial services industry to understand their needs and develop tailored solutions.
Problem Solving & Solution Delivery : Identify client pain points, propose innovative technology-oriented solutions, and overs their implementation to ensure delivery of high-quality results.
Change Management : Lead change initiatives for clients, ensuring seamless transitions and the adoption of new technologies and processes.
Program Management : Drive program success from initiation through execution, ensuring that goals, timelines, and deliverables are met.
Business Re-Engineering : Partner with cross-functional teams to analyze existing processes, identify inefficiencies, and design technology-driven enhancements. You will need to develop a deep understanding of internal products, architecture, and capabilities to define the most effective end to end solutions for clients aligned with strategic objectives.
Stakeholder Management : Build and maintain strong relationships with senior-level stakeholders, including C-Suite executives, to align solutions with business strategies and goals.
Technology Focus : Stay up to date with industry technology trends and integrate relevant innovations into client solutions and internal process.
End-to-End Delivery : Define, design, and deliver end-to-end solutions that are scalable, sustainable, and meet both business and technical requirements.
Basic Qualifications
Demonstrated experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas.
Ability to drive holistic operational processes and cross product technical solutions across product areas.
Demonstrated client-facing experience with a concentration on technical relationship management and technical program delivery with proven success.
Proven Project management skills focused on technical solutions delivery.
Operate with a product and solutions mindset.
Excellent stakeholder management skills, with the ability to build and maintain strong relationships with senior-level stakeholders, both internally and externally.
Must possess highly professional presence. Excellent communication and relationship-building skills.
Must possess ability to lead working sessions and senior client presentations. Ability to drive consensus and manage differing points of view with composure.
Demonstrated experience of leading and participating in continuous improvement initiatives relating to client delivery and problem management.
Experience in discussing and presenting complex technical ideas to stakeholders with varying levels of technology background.
Ability to plan and host key reviews with clients, managing the agenda and ensure both and the client views are represented.
Ability to manage cross-organizationally without direct reporting lines, effectively influencing and leading teams to achieve business objectives as an individual contributor.
Preferred Qualifications
Proven ability to handle multiple streams of intense activity in a fast-paced technology environment.
Ability to critically analyze data and processes to identify issues, root causes and corrective actions.
Strong organizational skills - for self and with the ability to get the best from others.
delivery-focused approach with a high level of attention to detail.
Demonstrated ability to manage multiple, strategic client relationships in a client facing role.
Familiarity with big data concepts, data integration platforms such as Snowflake and APIs.
Knowledge of Aladdin platform, including its capabilities and workflows.
Innovative and creative thinker and problem solver; able to generate new ideas; forward-thinker; thought-leader.
Strong attention to detail, follow-through and results oriented.
Familiarity with digital transformation and enterprise solutions.
Experience with agile methodologies and tools.
Honed consulting, influence, and negotiation skills to achieve desired
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