Objectway is seeking a Business Consultant to join a small, dedicated team supporting regional wealth management firms utilising our multi-component SaaS platform, Wealth in One. This platform integrates several of Objectway's core components, including back-office (clearing, settlement, custody), front-office (portfolio and order management), document management, client web portal access, and, for some clients, CRM functionality.
You will gain a strong understanding of all platform components and their interactions, contributing to both client onboarding and ongoing support - though the role does not require deep specialisation in any single component.
The responsibilities of the role encompass those of the Wealth in One team, namely:
- Serve as the primary point of contact for clients, understanding their business needs, and ensuring satisfaction with the software solutions provided.
- Be suitably experienced in understanding new, and enhancements to existing, business requirements and also provide consultancy services for the implementation of new functionality.
- Need to be experienced in examining and analysing functional issues and be able to discuss, explain and implement changes to existing business models.
- Oversee the deployment and configuration of wealth management software, ensuring that it integrates well with existing systems and processes.
- Work with technical teams or independently to configure the software to match client requirements, including user roles, permissions, and specific functionalities for front-office users.
- Provide post-implementation support to resolve any technical or functional issues and ensure the system operates smoothly for front-office users.
There is also the potential for the candidate to be involved in the demonstration of the application to new and existing clients as well as supporting the implementation phase of onboarding projects.
There is also a requirement for the successful candidate to have had experience in data mapping, both back to front and front to back, for PMS applications. Additional responsibilities include, but not restricted to, training (internal and external) and supporting staff, handling client issues and monitoring customer adoption and satisfaction and report on it to the management.
Required Skills
- At least 5 years of professional experience.
- Degree in (Business) Economics or IT, or equivalent through experience.
- Experience in managing projects focused on digital solutions, processes and/or digital products and understanding of the software development lifecycle.
- Knowledge of the wealth/investment management business from a front office perspective.
- Knowledge of the eXimius PMS application would be hugely beneficial however knowledge of other portfolio management applications would also be beneficial.
- Business Analysis skills and experience.
- Excellent verbal and written communication skills in English.
- Eager to travel on a regular basis outside your home country when required.
- Proficient in the Microsoft Office suite.
- Basic SQL querying skills.
- Basic JIRA skills.
Personal Profile
- Passion for quality, you have high standards, and you aim to achieve them.
- You work proactively and are driven by results.
- Team player, flexible, accurate, hands‑on mentality.
- Enthusiasm and a "can-do" attitude.
- Excellent time management and organisation, deadline-focused.
- Willingness to travel as required.
- A desire to learn about the wealth management industry and Objectway's product set.
- A desire to understand our customers goals and needs, and how our products support those.
What We Offer
- A challenging and progressive position within an international work environment.
Please read the privacy policy pursuant to Article 13 of the Data Protection Regulation (EU 2016/679 (GDPR) published on our website https://www.objectway.com/privacy/?lang=en.
We are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
#J-18808-Ljbffr