Teams at InvestCloud, Inc.

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.

Drive net-new enterprise business and account expansion for InvestCloud’s wealth technology solutions. Responsibilities include self-sourced pipeline generation, consultative solution selling, executive relationship development, complex buying-group navigation, enterprise deal orchestration, forecasting, negotiation, and quota attainment. The role targets financial institutions such as wealth managers, banks, asset managers, RIAs, and broker-dealers, while partnering with Marketing, Sales Engineering, Product, and Account Management.

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.