Jobs at InvestCloud, Inc.

Drives net-new enterprise business and revenue expansion for wealth technology solutions. Builds self-sourced pipeline, develops account and prospect strategies, manages complex sales cycles, engages executive stakeholders, and closes six- and seven-figure deals. Partners with Marketing, Sales Engineering, Product, and Account Management to position solutions, create business value, forecast accurately, negotiate effectively, and achieve sales quotas across financial institutions.

Manages HR data, analytics, reporting, dashboards, pipelines, integrations, and automation. Supports compensation, performance management, workforce planning, HRIS maintenance, and employee listening initiatives. Builds data models and AI integrations, audits data integrity, develops actionable insights, and presents findings to HR and executive leadership. Requires strong compensation expertise, advanced Excel, HRIS and BI experience, scripting, data modeling, and handling confidential information.

Lead end-to-end delivery of digital wealth technology implementations and platform engagements. Manage project scope, budgets, schedules, resources, risks, issues, milestones, and quality across cross-functional teams. Build client relationships, conduct executive status meetings, communicate project performance, resolve blockers, and drive accountability throughout the project lifecycle. Apply Agile, Scrum, Iterative, and Waterfall methodologies while ensuring successful delivery within approved constraints.

Build and manage InvestCloud’s commercial transfer agent network for the Altic private markets platform. Responsibilities include identifying and prioritizing transfer agent partners, structuring and negotiating pricing and contracts, coordinating with Legal, managing long-term relationships, overseeing renewals and escalations, and coordinating handoffs to Product and Engineering for integration. The role requires US asset management and transfer agency expertise, commercial partnership experience, and use of AI-enabled research tools.

Lead the identification, prioritization, negotiation, contracting, and onboarding of custodian partners for the Altic private markets network. Own long-term commercial and operational relationships, manage performance and renewals, coordinate Legal, Product, and Engineering handoffs, and represent custodian requirements in roadmap and commercial decisions. Use AI-native research tools for market scanning, pipeline scoring, and due diligence.

Serve as a trusted advisor managing a portfolio of financial services clients to drive satisfaction, retention, renewals, and revenue growth. Lead onboarding, implementation, strategic account planning, needs assessments, contract renewals, and performance monitoring while collaborating with delivery, product, and internal teams.