Teams at InvestCloud, Inc.

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.