Overview
Juniper Square is seeking a Technical Consultant to empower clients in maximizing the value of the investment management platform. The role focuses on driving successful implementations and fostering long-term relationships through deep product knowledge and industry insights.
Key Responsibilities
- Strategic Consultation: Partner with clients to craft adoption plans that align with their strategic goals.
- Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution.
- Training & Enablement: Develop and deliver training programs for users at varying levels of expertise.
- Technical Expertise: Serve as a subject matter expert on product functionality and industry best practices.
- Cross-Functional Collaboration: Work with various teams to resolve issues and influence product decisions.
- Process Optimization: Implement standard operating procedures for the Technical Consulting Team.
- Knowledge Sharing: Maintain documentation on best practices within the organization.
- AI-Enabled Efficiency: Leverage AI tools to manage client interactions and streamline tasks.
Requirements
- Minimum of 2 years of experience in the investment management industry.
- Proven ability to lead client meetings and presentations, including to executives.
- Exceptional analytical, interpersonal, and communication skills.
- Strong problem-solving abilities and a proactive approach to process improvements.
- Experience using AI tools productively for day-to-day work.
- Ability to work independently and thrive in a collaborative environment.
- Willingness to travel nationally up to 10% as needed.
- Technical experience with API implementations is a plus.
- Bachelor’s degree or equivalent professional experience.
Benefits
- Health, dental, and vision care for you and your family.
- Life insurance.
- Mental wellness coverage.
- Fertility and family support.
- Flex Time Off in addition to paid holidays.
- Paid family, medical, and bereavement leave policies.
- Retirement saving plans.
- Home office technology setup allowance.
- Annual professional development stipend.
Location
Remote position available within the USA.
How to Apply
For more details and to apply, visit the company career page.