Senior Consultant, Back Office at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Consultant, Back Office in the United States.

This role sits at the intersection of investment operations, client implementation, and enterprise software transformation within the asset management space. You will lead end-to-end deployments of a modern cloud-based platform, helping investment firms reimagine and optimize their back-office workflows across portfolio accounting, reconciliation, and reporting. Acting as both a functional expert and trusted advisor, you will translate complex operational requirements into scalable system configurations that deliver measurable business value. The environment is fast-paced, collaborative, and highly customer-focused, requiring strong ownership and a problem-solving mindset. You will work closely with clients, product teams, and engineers to ensure successful implementations and continuous improvement of the platform. This is a high-impact role where technical curiosity and consulting expertise directly shape client success.

In this role, you will lead customer implementations and ensure successful adoption of a cloud-based investment management platform across complex back-office environments:

• Lead end-to-end implementation of back-office workflows across portfolio accounting, reconciliation, market data, and reporting.
• Design, configure, test, and optimize platform functionality to align with client operational requirements.
• Manage data migration, system configuration, and workflow setup across the investment lifecycle.
• Partner with clients to translate business needs into scalable, efficient system solutions.
• Collaborate with integration consultants to ensure seamless system connectivity and data flow.
• Work closely with Product and Engineering teams to surface issues, define enhancements, and improve platform capabilities.
• Develop reusable tools, templates, and implementation frameworks to improve scalability and efficiency.
• Deliver customer training, manage escalations, and support successful go-lives.
• Provide mentorship and knowledge sharing to support team growth and capability building.
• Act as a trusted advisor to clients, ensuring long-term value realization from the platform.

The ideal candidate brings strong investment operations knowledge combined with hands-on SaaS implementation experience in client-facing environments:

• 4+ years of experience in investment management software implementation or related customer-facing consulting roles.
• Strong expertise in portfolio accounting, reconciliation processes, and investment reporting workflows.
• Solid understanding of financial instruments including equities, fixed income, derivatives, and FX.
• Experience managing complex client implementations, including training, escalations, and delivery.
• Strong analytical and problem-solving skills with the ability to manage multiple priorities independently.
• Excellent communication and stakeholder management skills, including executive-level interaction.
• High proficiency in Excel and familiarity with modern collaboration tools (e.g., Google Workspace).
• Ability to quickly learn new technologies and adapt in a fast-moving environment.
• Bachelor’s degree in Finance, Accounting, Business, IT, or a related field.
• Curiosity-driven mindset with a collaborative and customer-first approach.

• Competitive compensation with an OTE range of $104,000 – $130,000, based on experience and qualifications.
• Equity participation through a company stock plan.
• Unlimited vacation policy supporting flexibility and work-life balance.
• Comprehensive health benefits with low or no-cost employee insurance options.
• Educational and wellness reimbursement programs.
• Remote-friendly environment with occasional travel opportunities (up to 20%).
• Career growth opportunities within a fast-scaling SaaS organization.
• Collaborative, high-performance culture focused on innovation and continuous learning.