Engagement Director - Financial Services - Private Markets

Position Overview:

The Engagement Director at Auxo plays a critical role in ensuring the successful delivery of software solutions to a diverse portfolio of clients. This role entails working closely with technical project managers, solutions architects, and customer stakeholders to oversee the implementation process. The Engagement Director is expected to demonstrate strong leadership skills, a commitment to achieving successful outcomes, and a dedication to fostering growth within the organization.

Key Responsibilities:

• Manage a portfolio of client projects within specific practice areas, such as financial services (Private Markets, Capital Markets, Custody, Wealth Management) and more.
• Serve as the primary point of contact for clients, taking them through the entire project lifecycle, from contract creation to product release.
• Identify and understand client needs, develop and execute client strategies, and ensure the delivery of solutions that align with their business requirements.
• Partner with other ED’s across Financial Services to identify use case reuse opportunities across the client base. Build solution roadmaps for clients and a product roadmap across Financial Services.
• Act as an escalation point for project risks, dependencies, and general project delivery concerns.
• Develop and maintain project budgets, overseeing financial aspects from the initial sales phase to the final delivery.
• Provide clients with advice on various business matters, including strategy, software solutions, and long-term project plans.
• Engage with clients to identify opportunities for upselling and cross-selling our services within existing engagements.
• Develop and implement organized sales processes to optimize pipeline management.
• Build and maintain relationships with clients that lead to new business prospects and opportunities.
• Recruit and mentor team members, fostering professional growth and collaboration.
• Regular communication with leadership with regards to project updates.
• Effectively manage schedules of assigned team members and self.
• Adhere to all company processes and policies as outlined.
• Effective communication with clients and employees.

Specific Expertise in Private Markets:

• Industry Insights: Provide deep industry insights and technical knowledge specific to private markets, including regulatory requirements, investment strategies, asset management, and risk management.
• Solution Design: Leverage expertise in private markets to design and deliver software solutions that address the specific challenges and opportunities within the industry.
• Digital Transformation: Guide clients through digital transformation initiatives, leveraging emerging technologies to drive innovation and improve business outcomes in the private markets domain.
• Market Trends: Foster relationships with key stakeholders in the private markets sector, staying informed about market trends and the competitive landscape.

Requirements:

• 5+ years of experience as the primary owner of client relationships
• 5+ years of experience in a consulting or professional services role
• 7+ years of experience in Financial Services / Private Markets
• Four year degree in a related field
• Experience navigating client relationships in a remote environment

Benefits Offered

• Full Medical, Dental, Vision
• STD, LTD, LIFE provided by company
• Flexible Paid Time Off (PTO)
• Annual Discretionary Bonus opportunity
• 401(k)
• Monthly wellness stipend

This role is not eligible for sponsorship at this time.