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Technical Consultant

Connvertex Technologies Inc.

Job Description:- Our client is seeking an experienced Technical Consultant to work with their teams to bring clients live on enterprise cloud software for investment management.

About the Role & Platform

Our client's platform is a cloud-native, AI-first system built on a unified data model, with technical integration delivered via APIs. The core skill this role requires is a feel for modern, API-based, event-driven data flows versus older batch/file-based integration patterns. Candidates who have integrated or migrated across investment and wealth platforms are strongly preferred.

Responsibilities & Qualifications

  • Work with internal and client technical, functional, and project management resources to support a successful go live and set the client team up for success
  • Work with the client team to verify integration scope, determine individual integration requirements, and deliver scalable solutions
  • Assist clients with eliciting integration requirements, prepare designs, and document processes and requirements based on complexity
  • Analyze current technologies and technical capabilities used by clients to identify technical solutions and process improvements
  • Collaborate within project teams to support integration implementation and document customizations where applicable
  • Configure, test, and deploy packaged integrations
  • Contribute to the integration library using the organization's integration platform
  • Deliver accurate and timely responses to clients and the implementation team, verbal and written, related to integration development tasks
  • Adhere to information security policies

Requirements

  • Previous experience designing and deploying integrations for SaaS companies, using REST or similar API technology
  • Strong technical skills with experience in SQL, database management systems such as MS SQL, Oracle, MySQL, or Postgres, and data integration or ETL tools
  • Experience with low code integration platform as a service tools, such as Workato or similar, and/or modern CSV data migration tools, such as Flatfile.io
  • Hands-on experience working with similar systems such as Addepar, Envestnet, SS&C Technologies, Advent, Clearwater, BNY Eagle, SEI, or FIS Eagle
  • Comfortable working with Google Apps, Slack, JIRA/Confluence, AWS, and GitHub
  • Experience in the financial services industry
  • 10-12+ years of relevant experience (Snr Manager / Director level
Vacancy posted 4 days ago
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