Jobs at Objectway

Drive revenue growth and client retention for assigned wealth-management accounts by developing account plans, managing renewals, upsells/cross-sells, negotiating contracts, owning pipeline, coordinating internal teams, and building senior client relationships to ensure satisfaction and long-term expansion.

Manage end-to-end delivery and post-delivery transitions for key wealth management clients, ensuring contractual SLAs/KPIs are met, coordinating cross-functional teams, supporting billing and contracts, communicating status/risks, and driving client retention and new service opportunities.

Configure and implement Objectway portfolio and CRM software, migrate data into SQL Server, write and optimize T-SQL, produce SQL/SQL Reporting reports, test releases, tune SQL Server performance, and collaborate with functional consultants to meet client requirements.

Configure and implement Objectway software, migrate data from legacy systems into SQL Server, deploy/configure portfolio management and CRM software, optimize SQL Server performance, produce SQL-based reports, test releases, and collaborate with Functional Consultants to meet customer requirements.

Develop, test, support and deploy the eXimius Back Office Wealth Management application. Analyze client specifications, estimate and build software changes, manage defects, respond to support tickets, assist customers, perform system administration, and participate in Scrum and UAT activities.

Lead product delivery for digital wealth management platforms: define roadmap, translate initiatives into epics and user stories, prioritize backlog, engage clients, support implementations, mentor analysts/product owners, and coordinate cross-team work to ensure product-market fit and value realization.

Execute system testing for eXimius Back Office Wealth Management and Stock Broking applications within an Agile/Scrum environment. Create test plans, estimate work, perform solution and system testing, manage defects, and engage with clients. Participate in CI/configuration management and use JIRA for issue tracking.

Act as product owner/SME for wealth management software: gather and translate business requirements, manage backlog and user stories, support implementations, liaise with customers, work with development and QA through full SDLC, monitor regulatory impacts and customer adoption, and participate in presales activities.

Provide client-facing consultancy and implementation support for the Wealth in One SaaS platform. Lead onboarding, configuration, data mapping for PMS, post-implementation support, and collaborate with technical teams to align software with front-office requirements. Deliver training, monitor adoption, and report on customer satisfaction.

Configure, deploy and support the Client Engage CRM (Dynamics 365); migrate data from legacy systems; provide second-line technical support; test releases; produce SQL/SQL Reporting outputs; create and maintain technical documentation; collaborate with functional consultants to implement customer requirements.