Lead Consultant, Front Office

Accountabilities

• • Own front-office implementation workstreams end-to-end, from client discovery and requirements gathering through configuration, testing, go-live, and hypercare.

  • Configure client environments by translating trading, portfolio management, and other front-office workflows into appropriate system setup.

  • Work directly with clients to understand their operating models, uncover workflow requirements, and provide clear guidance and education.

  • Partner with sales and delivery teams on active pipeline opportunities, including smaller and fast-turnaround engagements.

  • Troubleshoot time-sensitive implementation and go-live issues, resolving problems independently when possible and escalating appropriately when necessary.

  • Maintain strong ownership of project deliverables and communicate proactively with internal and external stakeholders.

  • Capture client feedback, including challenging feedback, and communicate relevant insights constructively to product teams.

  • Share project knowledge, implementation learnings, and workflow expertise with colleagues to strengthen team capabilities and reduce knowledge silos.

  • Contribute to continuous improvements in implementation processes, configuration practices, and client delivery.

  • Develop toward full ownership of the project lifecycle, becoming a capable and independent resource across front-office workflows and system functionality.

  Requirements

  • Professional experience in front-office investment management, trading, portfolio management, investment operations, or a related implementation environment.

  • Experience working within a buy-side organization, broker-dealer, or technology/vendor implementation setting.

  • Strong understanding of front-office workflows and the operational needs of traders, portfolio managers, or investment professionals.

  • Demonstrated ability to investigate unfamiliar workflows and understand the underlying business rationale rather than relying solely on established processes.

  • Genuine intellectual curiosity and a commitment to continuously learning new products, technologies, and investment-management workflows.

  • Comfort working in an evolving environment where processes and product capabilities may change frequently.

  • Proven ability to independently own responsibilities while maintaining proactive communication with teammates and stakeholders.

  • Strong client-facing communication skills and the ability to build productive relationships with a range of stakeholders.

  • Ability to receive direct feedback professionally, translate it into action, and communicate client needs constructively to internal teams.

  • Strong problem-solving and troubleshooting skills, particularly when working through time-sensitive implementation or go-live issues.

  • Excellent organizational skills and the ability to manage multiple priorities in a fast-paced consulting environment.

  • Experience in wealth management is a plus.

  • Experience working in a smaller, rapidly growing organization is an advantage.

  • Candidates must be authorized to work in the United States without requiring employer sponsorship.

  Benefits

  • Target cash compensation of $143,000–$179,000 OTE, with final compensation determined based on experience and expertise.

  • Participation in a company stock plan, subject to applicable plan terms.

  • Unlimited vacation.

  • $0-cost employee insurance plans.

  • Educational reimbursement opportunities.

  • Wellness reimbursement opportunities.

  • Remote work environment.

  • Opportunities for career advancement and increased technical and client-facing responsibility.

  • Opportunity to make a direct impact on products and implementations supporting investment management organizations.

  • Collaborative environment designed to encourage knowledge sharing, professional growth, and meaningful contribution.