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Leading wealth management platform implementation for financial institutions. 5-8 years PM experience in investment advisory platforms required. Hybrid work, autonomous cross-functional team.
Requirements
- Fluency in English and French or German (mandatory)
- EU/EFTA national or valid Swiss work permit
- 5-8 years project management, client success, or consulting experience
- Proven domain expertise in wealth management and investment advisory platforms
- Strong background in platform implementation, API integrations, and cloud solutions
- Ability to manage complex, multi-stakeholder projects
- Experience defining project governance frameworks
- Strong client relationship and stakeholder management skills
- Hands-on, problem-solving mindset
- Comfortable working in Agile/Scrum environments
- Exceptional communication and presentation skills in English and French or German
- Relevant certifications (PMP, PRINCE2, Agile/Scrum Master, SAFe)
Tasks
- Lead client onboarding and implementation
- Ensure projects are delivered on time, within budget, and to high standards
- Serve as primary liaison between clients and internal teams
- Ensure seamless communication and efficient coordination
- Develop repeatable frameworks for onboarding, project execution, and service management
- Establish structured governance models with key stakeholders
- Maintain alignment, manage risks, and ensure transparency
- Understand client needs and tailor solutions
- Guide clients on best practices and support full lifecycle
- Contribute to pre-sales activities and solution design
- Collaborate with product owners and developers
- Address client-specific requirements and resolve issues
- Monitor and analyze project performance
- Track key metrics and proactively drive improvements
- Conduct client training sessions
- Create user materials to empower clients
- Prepare and participate in Steering Committees
- Present detailed progress updates and recommendations
- Identify cross-sell and upsell opportunities
- Strengthen client partnerships and drive business growth
Work Experience
- 5 - 8 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Native
- French – Business Fluent
- German – Business Fluent
Benefits
Flexible Working
- Hybrid work model
- 3 days in-office
- 2 days remote
- Flexible environment
- Work-life balance
Startup Environment
- Autonomous cross-functional team
Informal Culture
- Collaborative environment
- Respectful environment
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Leading wealth management platform implementation for financial institutions. 5-8 years PM experience in investment advisory platforms required. Hybrid work, autonomous cross-functional team.
Requirements
- Fluency in English and French or German (mandatory)
- EU/EFTA national or valid Swiss work permit
- 5-8 years project management, client success, or consulting experience
- Proven domain expertise in wealth management and investment advisory platforms
- Strong background in platform implementation, API integrations, and cloud solutions
- Ability to manage complex, multi-stakeholder projects
- Experience defining project governance frameworks
- Strong client relationship and stakeholder management skills
- Hands-on, problem-solving mindset
- Comfortable working in Agile/Scrum environments
- Exceptional communication and presentation skills in English and French or German
- Relevant certifications (PMP, PRINCE2, Agile/Scrum Master, SAFe)
Tasks
- Lead client onboarding and implementation
- Ensure projects are delivered on time, within budget, and to high standards
- Serve as primary liaison between clients and internal teams
- Ensure seamless communication and efficient coordination
- Develop repeatable frameworks for onboarding, project execution, and service management
- Establish structured governance models with key stakeholders
- Maintain alignment, manage risks, and ensure transparency
- Understand client needs and tailor solutions
- Guide clients on best practices and support full lifecycle
- Contribute to pre-sales activities and solution design
- Collaborate with product owners and developers
- Address client-specific requirements and resolve issues
- Monitor and analyze project performance
- Track key metrics and proactively drive improvements
- Conduct client training sessions
- Create user materials to empower clients
- Prepare and participate in Steering Committees
- Present detailed progress updates and recommendations
- Identify cross-sell and upsell opportunities
- Strengthen client partnerships and drive business growth
Work Experience
- 5 - 8 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Native
- French – Business Fluent
- German – Business Fluent
Benefits
Flexible Working
- Hybrid work model
- 3 days in-office
- 2 days remote
- Flexible environment
- Work-life balance
Startup Environment
- Autonomous cross-functional team
Informal Culture
- Collaborative environment
- Respectful environment
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.
Not a perfect match?
- SICPA SA
Senior IS Project Manager(m/w/x)
Full-timeOn-siteSeniorPrilly - ERM Swiss GmbH
Project Manager - Environmental Remediation / Contaminated Sites(m/w/x)
Full-timeOn-siteExperiencedLausanne, Zürich - BCV
Key Account Manager - Depotbank(m/w/x)
Full-timeOn-siteExperiencedLausannefrom 60,000 - 80,000 / year - Lombard Odier
Business Manager(m/w/x)
Full-timeOn-siteExperiencedLausanne - Sunrise GmbH
Partner Key Account Manager(m/w/x)
Full-timeOn-siteSeniorBussigny