Coface
Mid-Market Account Manager(m/w/x)
Full-timeWith HomeofficeExperienced
Lausanne
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Client onboarding and implementation for wealth management platforms at financial institutions. Fluency in English and French, plus 5-8 years in financial services project management with wealth management platform expertise required. Autonomous, cross-functional team.
Requirements
- Mandatory fluency in English and French
- EU/EFTA national or valid Swiss work permit
- 5-8 years experience in project management, client success, or consulting within financial services, fintech, or wealth management
- Proven domain expertise in wealth management and investment advisory platforms
- Strong background in platform implementation, API integrations, and cloud-based solutions
- Proven ability to manage complex, multi-stakeholder projects
- Experience defining and maintaining project governance frameworks
- Strong client relationship and stakeholder management skills
- Hands-on, problem-solving mindset
- Comfort working in Agile/Scrum environments
- Contribution to continuous improvement of methodologies
- Exceptional communication and presentation skills in English and French
- Highly valued relevant certifications (PMP, PRINCE2, Agile/Scrum Master, or SAFe)
Tasks
- Lead client onboarding and implementation projects.
- Ensure project quality, time, and budget.
- Liaise between clients and internal teams.
- Ensure seamless communication and efficient coordination.
- Develop and implement repeatable client frameworks.
- Establish structured governance models with stakeholders.
- Understand client needs and objectives.
- Tailor solutions and integration strategies.
- Act as a trusted client advisor.
- Guide clients on best practices.
- Support clients through the full lifecycle.
- Contribute to pre-sales activities with Sales and Product.
- Support solution design, proposals, and demonstrations.
- Collaborate with product and development teams.
- Address client requirements and resolve issues.
- Identify product and service enhancement opportunities.
- Monitor and analyze project performance.
- Track key project metrics.
- Proactively drive project improvements.
- Conduct client training sessions.
- Create user training materials.
- Prepare for Steering Committee meetings.
- Participate in Steering Committees.
- Present progress updates and recommendations.
- Identify cross-sell and upsell opportunities.
- Collaborate with Account Managers to drive growth.
Work Experience
- 5 - 8 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
Benefits
Flexible Working
- Hybrid work model
- Work-life balance
Startup Environment
- Autonomous, cross-functional team
Informal Culture
- Collaborative, respectful, flexible environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Evooq and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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Client onboarding and implementation for wealth management platforms at financial institutions. Fluency in English and French, plus 5-8 years in financial services project management with wealth management platform expertise required. Autonomous, cross-functional team.
Requirements
- Mandatory fluency in English and French
- EU/EFTA national or valid Swiss work permit
- 5-8 years experience in project management, client success, or consulting within financial services, fintech, or wealth management
- Proven domain expertise in wealth management and investment advisory platforms
- Strong background in platform implementation, API integrations, and cloud-based solutions
- Proven ability to manage complex, multi-stakeholder projects
- Experience defining and maintaining project governance frameworks
- Strong client relationship and stakeholder management skills
- Hands-on, problem-solving mindset
- Comfort working in Agile/Scrum environments
- Contribution to continuous improvement of methodologies
- Exceptional communication and presentation skills in English and French
- Highly valued relevant certifications (PMP, PRINCE2, Agile/Scrum Master, or SAFe)
Tasks
- Lead client onboarding and implementation projects.
- Ensure project quality, time, and budget.
- Liaise between clients and internal teams.
- Ensure seamless communication and efficient coordination.
- Develop and implement repeatable client frameworks.
- Establish structured governance models with stakeholders.
- Understand client needs and objectives.
- Tailor solutions and integration strategies.
- Act as a trusted client advisor.
- Guide clients on best practices.
- Support clients through the full lifecycle.
- Contribute to pre-sales activities with Sales and Product.
- Support solution design, proposals, and demonstrations.
- Collaborate with product and development teams.
- Address client requirements and resolve issues.
- Identify product and service enhancement opportunities.
- Monitor and analyze project performance.
- Track key project metrics.
- Proactively drive project improvements.
- Conduct client training sessions.
- Create user training materials.
- Prepare for Steering Committee meetings.
- Participate in Steering Committees.
- Present progress updates and recommendations.
- Identify cross-sell and upsell opportunities.
- Collaborate with Account Managers to drive growth.
Work Experience
- 5 - 8 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
Benefits
Flexible Working
- Hybrid work model
- Work-life balance
Startup Environment
- Autonomous, cross-functional team
Informal Culture
- Collaborative, respectful, flexible environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Evooq and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Evooq
Industry
FinancialServices
Description
Evooq is a global provider of technology-driven solutions for wealth and asset managers, aiming to simplify the investment process.
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