Manager, Product Consulting

• Act as the primary point of contact for designated clients, ensuring effective query resolution and maintaining high client satisfaction
• Serve as a Subject Matter Expert (SME) for assigned product areas and asset classes, providing specialized guidance to clients and internal teams
• Provide first-level escalation support for client issues, assessing criticality, coordinating root cause analysis, and driving timely resolution
• Manage and mentor junior team members, providing guidance on client handling, product knowledge, and professional development while setting clear performance goals
• Drive client onboarding excellence by coordinating with Product Management and Forward Deployed teams to ensure smooth transitions from onboarding to steady-state operations
• Execute strategic initiatives by engaging with cross-functional stakeholders to align on priorities, drive outcomes, and manage client expectations
• Build and maintain a comprehensive knowledge base of recurring issues and best practices to drive operational efficiency and enable self-service capabilities
• Stay current with platform capabilities and new features to provide cutting-edge product support and proactively communicate enhancements to clients
• Conduct client training sessions and regularly update training materials and documentation to enhance user proficiency and platform adoption
• Partner with technology teams on platform enhancements by supporting special projects, providing functional specifications, conducting UAT testing, and sharing client feedback
• Support ad-hoc projects and initiatives based on business needs

• Bachelor's or Master's degree in Finance, Economics, Business, or a related discipline
• 10+ years of experience in financial services, particularly in supporting trade life cycles and middle/back-office operations and/or interacting with hedge fund managers, investment managers, asset managers, or other buy/sell side firms
• Strong exposure to multiple asset classes including Equities, Fixed Income, OTC derivatives, and Swaps trade lifecycle
• Deep knowledge of middle/back-office processes, financial instruments, fund accounting, and operational workflows across the investment lifecycle
• Proven experience in client management with a track record of building strong relationships, managing client expectations, and delivering a positive client experience
• Experience in people management, including mentoring, coaching, and developing team members
• Strong stakeholder management skills with the ability to collaborate effectively across cross-functional teams, senior leadership, and external clients
• Demonstrated ability to act as a subject matter expert and drive knowledge sharing, training, and capability building within the team
• Excellent communication skills, both verbal and written, with the ability to convey complex technical information clearly to clients, stakeholders, and non-technical audiences
• Client-centric mindset focused on delivering high-quality, tailored solutions and maintaining service excellence
• Strong ability to multitask, prioritize based on urgency and impact, and manage multiple client engagements effectively in a fast-paced environment
• High level of personal maturity, collaborative attitude, and commitment to teamwork in a global, client-focused environment
• Ability to deliver high-quality work under stringent deadlines while maintaining attention to detail and accuracy

Technical proficiency in Python and API operations is highly desirable