Delivery Consulting Team

2 weeks ago

Boston, United States Citisoft Inc Full time
Job DescriptionJob Description

Citisoft is a global consulting firm dedicated to enabling change in the investment management industry. Our consultants are industry experts who have delivered transformative initiatives for global asset managers, asset owners, insurers, and asset servicers. We are the most experienced consultancy in the industry, offering unmatched domain expertise and leading-edge insights into the technologies and trends that shape our clients' businesses. Through both strategic and tactical services, we partner with clients to drive technology, operations, and data initiatives from conception to deployment.

Our consultants draw from buy-side asset management experience in a variety of functions throughout the investment lifecycle. Great candidates are motivated and have a high level of professionalism and ability to collaborate. We hire for four primary consultant roles based on depth of experience.

Submit your CV and our Talent Acquisition team will be in touch to discuss open opportunities.

--

DELIVERY CONSULTING TEAM ROLES

Director

Citisoft Directors are committed to delivering world class consulting services and sustaining our client relationships. As a Director, you set yourself apart with your depth of experience working independently and ability to successfully shoulder responsibilities from business development support to engagement management. Directors have proven track records of success on large-scale programs across the investment management lifecycle and are driven to take on a leadership position.

Required experience: 15+ years of senior-level consulting experience in buy-side investment management operations and technology. In particular, you must have experience delivering, managing and completing large complex operational and systems strategy / integration / implementation projects.

Read more about the role of Directors at Citisoft.

Principal Consultant

As a Principal Consultant, your experience, professionalism, subject matter expertise, and gravitas will enable you to seamlessly transition from the business development process to vital aspects of delivery and knowledge management. This role requires extensive consulting and project management skills and ability to work with minimal oversight while broadening and deepening client relationships.

Required experience: 12+ years in buy-side investment management operations and technology. Specifically, you will have experience delivering large complex operational and systems strategy / integration / implementation projects.

Read more about the role of Principal Consultants at Citisoft.

Senior Consultant

Our Senior Consultants have deep buy-side expertise and confidence in working with limited supervision in a fast-paced client environment. As a senior consultant, you'll deliver project management, process improvement, and domain expertise across a wide range of client engagements. These responsibilities are backed by a demonstration of sustained and repeatable success within our industry as well as enthusiasm to achieve client success.

Required experience: 8 years in buy-side investment management operations and technology. Specifically, you will have experience delivering and completing solutions-based services / integration / implementation projects.

Read more about the role of Senior Consultants at Citisoft.

Consultant

Consultants have experience working in buy-side firms or in previous consulting roles in financial services. As a consultant with Citisoft, you'll work on dynamic projects in a variety of technical and strategic roles to deliver client success. Working with an experienced team, you'll accelerate your knowledge of operating model design, project best practices, technology implementation, and service provider transitions.

Required experience: 5 years in buy-side investment management operations and technology. Specifically, you will have experience supporting solutions-based services/integration / implementation projects.

--

FURTHER INFORMATION

Reports To: Chief Operating Officer and Managing Partner (US); Managing Partner (UK)

Locations: Based in either Boston or London, there is some expectation of travel to client locations.

Key Responsibilities: Each grade holds varying levels of responsibility across five main objectives.

  1. Business Development
  2. Client Delivery
  3. Client Relationship Management
  4. Practice Development
  5. Thought Leadership

Personal Attributes

  • Advanced knowledge of investment management domains
  • Excellent communication skills
  • Collaborative mindset
  • Interpersonal skills and emotional intelligence
  • Leadership qualities
  • Self-motivation and initiative

Performance Reviews: Conducted annually by senior leadership, performance reviews are integral to our commitment to employee development and growth.



  • Tech Advisory and Delivery Senior Consultant

    5 days ago

    Boston, United States Boston Consulting Group Full time

    Atlanta, Boston, Chicago, New York, Philadelphia, Pittsburgh, Washington, D.C. Geography: North America Capabilities: Technology & digital Technology industries Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business...

  • Consulting Account Manager

    3 weeks ago

    Boston, United States w3r Consulting Full time

    Job Description Job Description We are actively seeking an aggressive, results-oriented, and proactive Account Manager to add to our growing management and consulting services teams. Our Data Solutions practice provides delivery expertise in big data, analytics, and digital transformation. Solutions include data governance, data management, analytics, ML and...

  • Consulting Account Manager

    1 month ago

    Boston, United States W3R Consulting Full time

    Job DescriptionJob DescriptionWe are actively seeking an aggressive, results-oriented, and proactive Account Manager to add to our growing management and consulting services teams.   Our Data Solutions practice provides delivery expertise in big data, analytics, and digital transformation.  Solutions include data governance, data management, analytics, ML...

  • Managing Consultant, Health Data Platforms

    1 week ago

    Boston, United States P.A. Consulting Full time

    Company Description We believe in the power of ingenuity to build a positive human future in a technology-driven world. As strategies, technologies and innovation collide, we create opportunity from complexity. Our diverse teams of experts combine innovative thinking and breakthrough use of technologies to progress further, faster. Our clients adapt and...

  • Senior Consultant

    2 weeks ago

    Boston, Massachusetts, United States CrossCountry Consulting Full time

    By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated...

  • Managing Consultant Health Data Platforms

    7 days ago

    Boston, United States PA Consulting Full time

    Job Description As a Managing Consultant, you will be part of our leadership team, taking new service propositions to the market as well as developing new business and strong client relationships while leading and delivering great work. You will work with customers in our Healthcare Data Platforms offering to meet their evolving needs, leading the program...

  • Managing Consultant Health Data Platforms

    1 week ago

    Boston, Massachusetts, United States PA Consulting Full time

    Job DescriptionAs a Managing Consultant, you will be part of our leadership team, taking new service propositions to the market as well as developing new business and strong client relationships while leading and delivering great work. You will work with customers in our Healthcare Data Platforms offering to meet their evolving needs, leading the program...

  • Managing Consultant Health Data Platforms

    5 days ago

    Boston, United States P.A. Consulting Full time

    Job Description As a Managing Consultant, you will be part of our leadership team, taking new service propositions to the market as well as developing new business and strong client relationships while leading and delivering great work. You will work with customers in our Healthcare Data Platforms offering to meet their evolving needs, leading the program...

  • Expert Consultant, Project Leader

    5 days ago

    Boston, Massachusetts, United States Boston Consulting Group Full time

    Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering...

  • Expert Consultant, P&C Insurance

    4 days ago

    Boston, United States Boston Consulting Group Full time

    Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building...

  • Managing Consultant Health Data Platforms

    2 days ago

    Boston, MA, United States PA Consulting Full time

    Job Description As a Managing Consultant, you will be part of our leadership team, taking new service propositions to the market as well as developing new business and strong client relationships while leading and delivering great work. You will work with customers in our Healthcare Data Platforms offering to meet their evolving needs, leading the program...

  • Senior Consultant

    4 days ago

    Boston, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our...

  • Managing Consultant

    3 days ago

    Boston, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind...

  • Managing Consultant

    5 days ago

    Boston, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our...

  • Senior Consultant

    5 days ago

    Boston, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our...

  • Tech Advisory and Delivery Manager

    5 days ago

    Boston, Massachusetts, United States Boston Consulting Group Full time

    Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building...

  • Technical Consultant

    5 days ago

    Boston, United States Aquinas Consulting Full time

    Job DescriptionJob DescriptionAquinas Consulting is currently looking for a HYBRID Technical Consultant (website redesign and redevelopment) for our high growth technology partner as they continue commercializing and scaling their insurtech platform. In this role, you will collaborate with stakeholders across the organization to articulate the marketing...

  • Platinion Enterprise Solutions Senior Consultant

    4 days ago

    Boston, United States Boston Consulting Group Full time

    Atlanta, Austin, Boston, Chicago, Dallas, Denver, Detroit, Houston, Manhattan Beach, Miami, Minneapolis, Mountain View/Silicon Valley, Nashville, New Jersey, New York, Philadelphia, Pittsburgh, Raleigh-Durham, Toronto, Washington, D.C. Geography: North America Capabilities: Technology & digital Technology industries Who We Are Boston Consulting Group...

  • Senior Consultant

    6 days ago

    Boston, United States Agility Partners Full time

    Job Title: Senior ConsultantJob Type: Full-timeLocation: Currently Remote / Burlington/Boston, MA (looking for candidates living in New England)Travel: At present, all employees are working remotely. There is light travel to customers and monthly onsite team meetings. Is your CV ready If so, and you are confident this is the role for you, make sure to apply...

  • Senior Consultant

    7 days ago

    Boston, United States Agility Partners Full time

    Job Title: Senior Consultant Job Type: Full-time Location: Currently Remote / Burlington/Boston, MA (looking for candidates living in New England) Travel: At present, all employees are working remotely. There is light travel to customers and monthly onsite team meetings. About the Opportunity We are looking for an experienced Senior Consultant (Must be a...