Principal Implementation Manager – Equities, Investment Software Implementation

This is a fully remote position, open to applicants in United States, +6 more locations.

📋 Description

• Act as a subject-matter expert during the implementation and upgrade projects of CRIMS.

• Evaluate and analyze requirements, providing product expertise and guidance throughout the project lifecycle.

• Ensure that the solutions align with client business needs and that clients are equipped to operate the solutions following go-live.

• Collaborate with Professional Services team members and cultivate best practices.

• Assess client requirements for potential sales opportunities.

• Contribute to sales presentations and proof-of-concept initiatives.

• Educate clients about CRIMS functionalities and offer advice on best practices for implementation and operation.

• Monitor client requirements to identify opportunities for product and service enhancements.

• Document and communicate product enhancements effectively.

• Relay software defects to Technical Support and Product Management teams.

• Facilitate defect resolution by describing issues and validating fixes.

• Identify documentation inaccuracies and recommend corrections and improvements.

• Mentor junior colleagues and contribute to the Best Practices library.

⛳️ Requirements

• Strong background in Equities.

• Subject-matter expertise in at least one area including Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management, or Project Management.

• Advanced consulting abilities.

• Experience in supporting or implementing investment management solutions within banks, hedge funds, asset managers, or wealth management firms.

• Experience with order management and compliance solutions is particularly beneficial.

• Advanced understanding of fixed income or equity financial instruments.

• Familiarity with investment management or wealth management workflows.

• Solid grasp of derivatives and FX instruments.

• Basic knowledge of SQL and relational databases.

• Familiarity with FIX or similar protocols is advantageous.

• Experience with Crystal Reports or similar reporting tools is a plus.

• Strong skills in client service, verbal and written communication, problem-solving, analysis, and time management.

• Capability to manage multiple projects simultaneously.

• Bachelor’s degree in a business or technical discipline such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.

• Over 8 years of relevant experience.

• Willingness to travel to client locations across the United States and Canada.

• Ability to work effectively while remote from clients.

• Typical travel requirements range from 30–50%, with potential for more in certain years.

🏝️ Benefits

• Retirement savings plan (401K) with company matching contributions.

• Comprehensive insurance coverage, including basic life, medical, dental, vision, long-term disability, and additional optional coverages.

• Paid time off encompassing vacation, sick leave, short-term disability, and family care responsibilities.

• Access to an Employee Assistance Program.

• Incentive compensation, with eligibility for annual performance-based awards.

• Certain tax-advantaged savings plans available.

• Flexible Work Program to support work-life balance.

• Development programs and educational support offered.

• Paid days for volunteering activities.

• Matching gift program to support charitable contributions.

• Employee networks fostering community and support.

• Inclusive development opportunities for career growth.

• Flexible work-life support options available.