Ideal experience:

• At least 5 years’ experience in an Investment Platform or Asset Management environment at a Senior Operations Level.
• Proven experience in product implementation
• High level legal and regulatory knowledge applicable to the investment and retirement industry
• Knowledge and experience in the Financial Services industry with a sound understanding of local and international investment platforms.
• Experience in working within Agile frameworks
• MS Office with advanced MS Excel

Ideal qualifications:

• Bachelor’s degree in Finance, Business, Economics, Computer Science, or a related field. Advanced degrees or certifications (CFA, FRM, PMP) are a plus.

Duties and Responsibilities
Product Implementation & Delivery

• Lead the end-to-end implementation process for new investment products, platforms, and solutions, ensuring timely, efficient, and accurate delivery.
• Coordinate cross-functional teams, including technology, operations, legal, compliance, and distribution to ensure smooth implementation.
• Develop detailed project plans, timelines, and milestones for each implementation, tracking progress and addressing any issues or delays.
• Manage stakeholder expectations throughout the implementation process, ensuring alignment with client needs and objectives.
• Report on the progress of strategic initiatives being implemented on a regular basis to the PPSI Executive Committee.

Product Integration & Configuration

• Work closely with the technology and development teams to ensure the correct integration of new products with client systems, including data feeds, reporting tools, and investment platforms.
• Provide input into system configuration and ensure that all aspects of the product are aligned with business operational and technical requirements.

Issue Resolution & Problem Solving

• Proactively identify and address potential challenges or roadblocks during the implementation process, working with internal teams and clients to resolve issues.
• Act as a liaison between technical teams and other stakeholders to ensure that any product or platform-related issues are quickly escalated and resolved.
• Maintain comprehensive documentation of all issues, resolutions, and client feedback.

Continuous Improvement & Knowledge Sharing

• Provide feedback to product and IT development teams on client needs, market trends, and product performance to drive continuous improvement.
• Develop best practices, guides, and training materials to enhance the product implementation process.
• Stay up to date on industry trends, regulatory changes, and new product offerings in the investment platform space.