TalentFish ยท 3 days ago
Head of Applications and Integrations/ Product Manager
Responsibilities
Owned cross-functional tech stacks and integrations end-to-end
Familiarity with SaaS applications in Digital Marketing, CRM, Portfolio Accounting, Workflow & Integration, and Data Warehouse
History of enabling business outcomes through systems
Experience leading change and training to ensure adoption
Experience in wealth management and RIA technologies preferred (e.g. CRM, Performance Reporting, Rebalancers)
Qualification
Required
5-10 years of experience in similar start-ups or smaller organizations
Strong understanding of Financial Services
Experienced with systems integrations
KPI builder
Change manager
Leverages user buy-in
Trusted advisor
Owned cross-functional tech stacks and integrations end-to-end
Familiarity with SaaS applications in Digital Marketing, CRM, Portfolio Accounting, Workflow & Integration, and Data Warehouse
History of enabling business outcomes through systems
Experience leading change and training to ensure adoption
Authorization to work in the U.S. without current or future visa sponsorship
Preferred
Experience in wealth management and RIA technologies preferred (e.g. CRM, Performance Reporting, Rebalancers)
Benefits
Health insurance
401(k)
Paid time off
Company
TalentFish
TalentFish is a staffing technology and operations services platform that offers co-employment and PEO services.