Infront's partner company, Assetmax, a leading Swiss-based fintech specializing in wealth management software for asset managers, family offices, and banks, is seeking a dynamic and experienced professional for the role of Head/Lead of Data Management. This pivotal leadership position plays a crucial role in overseeing and advancing the data management function within the organization, combining a strong grasp of financial business logic with exceptional leadership skills.
This position can be based in Zurich or Lugano.
As the Head/Lead of Data Management, you will be instrumental in shaping and executing the strategic vision for data management. Your key responsibilities will include:
- Strategic Leadership:
• Develop and execute a comprehensive data management strategy aligned with Assetmax's business objectives.
• Provide visionary leadership to the data management team, ensuring alignment with broader organizational goals. - Financial Understanding:
• Demonstrate a deep understanding of financial rationale and business logic in the context of data management.
• Leverage financial expertise to optimize data management processes and enhance overall operational efficiency. - Team Management:
• Lead and manage a team of Data Management Specialists and Backoffice Administrators, fostering a collaborative and high-performance culture.
• Provide mentorship, guidance, and professional development opportunities to team members.
• Oversee the recruitment, onboarding, and performance evaluation processes. - External Stakeholder Management:
• Act as the primary point of contact for external partners, vendors, and contractors involved in data management initiatives.
• Collaborate with external entities to ensure seamless integration of data processes and systems. - Reconciliation and Portfolio Oversight:
• Oversee the reconciliation of portfolio management mandates, ensuring accuracy and compliance with Service Level Agreements (SLAs).
• Address and resolve portfolio data-related issues, demonstrating a comprehensive understanding of asset classes, derivatives, and structured products. - Client Support and Communication:
• Serve as the high-level contact for client inquiries, offering expert guidance on reconciliation and data-related matters.
• Uphold and enhance the company's service quality and communication policies. - Process Optimization:
• Implement continuous improvement initiatives, leveraging technology and best practices to enhance data management processes.
• Collaborate with cross-functional teams to streamline workflows and optimize the use of technology.
To excel in this leadership role, you should possess:
- Proven experience in mid- or back-office roles, with a minimum of 3+ years in a relevant position.
- Proven experience in having lead teams and projects in the realm of financial data.
- In-depth knowledge of securities, portfolio management, and financial instruments.
- A banking apprenticeship or background, coupled with experience in buy-side wealth or asset management reconciliation.
- Strong interpersonal skills, customer service orientation, and a positive, patient attitude.
- Outstanding communication skills in German and English, both written and verbal, with the ability to convey complex information in a professional manner.
Join us at Infront/Assetmax, where we value diversity, inclusivity, and work-life balance. As a member of our leadership team, you'll contribute to our thriving, diverse community, driving innovation and excellence in wealth management software.