Director, Enterprise Platform

Lambertville, New Jersey, United States · Product

Description

RobustWealth is a fast-paced wealth management company that is changing the way investment advisors, banks, and enterprises are doing business. Our platform seamlessly integrates an array of previously modular features into one suite to optimize investing and wealth management practices. The technology suite includes: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals -&- risk based investment portfolios, and the open architecture use of investment options. Check out the positive press we've received in Financial Planning Magazine, Wealth Management Magazine, and the Philadelphia Inquirer to learn more!


POSITION OVERVIEW

As the Director, Enterprise Platform, you'll be responsible for conceptualizing, prototyping, and leading the vision and customer experience for our Enterprise users. Our Enterprise Platform provides the added flexibility needed for Enterprise users, so they may configure their Model Portfolios, Administer Users, and aggregate reporting data essential to a firm managing multiple RIAs. You’ll manage the roadmap, delivery of new features, and operational excellence, for this platform.Additionally, you’ll serve as a main point of contact within the Product team to evaluate and ensure any new Enterprise Clients are successfully onboarded. Together with our Sales and Implementation team, you’ll collaborate on the tasks and feature development to ensure the clients have the functionality they need.


We continue to strive to provide the most impactful user-experience, and insightful user interfaces to exceed the needs of RobustWealth's clients and to continue the pursuit of our mission: help investment advisors optimize their practices.


Responsibilities

Responsible for the review, evaluation, and prioritization of new feature development requests from Clients, Sales, or Service teams

Requirements

Requirements

Knowledge of Atlassian or CA Agile Technologies Tools a plus

Benefits

RobustWealth offers employees a selection of healthcare plans. We pay 85% of the cost of your RobustWealth health insurance. Dental & Vision coverage is free.

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