
1001 - 5000 employees
💳 Fintech
☁️ SaaS
🤝 B2B
Fintech • SaaS • B2B
InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.
🔥 14 hours ago
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1001 - 5000 employees
💳 Fintech
☁️ SaaS
🤝 B2B
Fintech • SaaS • B2B
InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.
• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients • Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline • Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery • Manage resources and deliverables across a cross-functional, matrixed organization • Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and company KPIs • Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates • Identify project risks early and develop actionable mitigation plans • Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed • Communicate effectively with both internal and external stakeholders at all levels, including executive audiences • Conduct executive-level status meetings and provide comprehensive weekly project updates • Coordinate across the organization to align teams, remove blockers, and drive timely execution • Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality • Delegate and communicate project objectives clearly to internal teams while driving accountability for results • Manage all aspects of client communication for assigned projects • Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude • Prioritize value-add activities that support project objectives and keep engagements aligned to scope • Perform other duties as assigned
• Bachelor’s degree or equivalent experience in the finance or technology industry • 5+ years of full lifecycle project management experience in a technology environment, with a proven ability to deliver against defined scope, budget, and timeline • 5+ years of experience using industry-standard project management tools, methodologies, and best practices • 2–3 years of experience leading complex project teams, workstreams, or delivery efforts • Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall • Experience working in a fast-paced, evolving organization and adapting effectively to changing priorities • Ability to work under pressure and manage competing priorities appropriately • Experience with project management and collaboration tools such as Jira, Tempo, and Confluence • Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects • Highly motivated, quick learner who works independently and drives solutions in an innovative, fast-paced environment • Ability to quickly adopt new concepts, business models, products, and technologies • Financial services industry experience
• medical/Rx • dental • vision • disability • life/AD&D insurance plans • Flexible Savings Account (FSA) • Health Savings Account (HSA) • Employee Assistance Plan (EAP) • health advocacy • voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance) • 401(k) retirement savings plan with company match • paid time off
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