Job Description

:
Tiger Analytics is a leading advanced analytics consulting firm, recognized for its deep expertise in Data Science, Machine Learning, and Artificial Intelligence. We partner with several Fortune 100 companies to solve complex business challenges and drive measurable impact through innovative analytical solutions.
We are seeking an experienced Onsite Techno-Functional Lead to drive a key digital transformation initiative for a leading wealth management firm. In this role, you will serve as the primary liaison between client stakeholders and our offshore delivery team, translating business requirements into effective technical solutions for the firm's new Advisor and Client Portals. Your leadership, domain expertise, and technical acumen will be instrumental in ensuring the project's success and delivering tangible business value.
Responsibilities-

• Lead client engagement, from requirement gathering and analysis to stakeholder management.
• Provide techno-functional leadership, designing solutions and guiding the integration of systems like Salesforce and Tamarac.
• Manage the project using Agile methodologies, coordinating with offshore teams to ensure timely and high-quality delivery.
• Drive the end-to-end project lifecycle, including risk management and quality assurance.

Requirements:

• 8+ years of experience in Wealth Management or Financial Advisory, with a strong understanding of Registered Investment Advisor (RIA) operations and the end-to-end advisor-client lifecycle.
• Proven track record in leading integration projects involving platforms such as Salesforce, Tamarac, and financial planning tools.
• Hands-on experience in portal development, API integrations, and Agile/Scrum delivery frameworks.
• Exceptional stakeholder management, communication, and problem-solving abilities, with demonstrated experience in leading both client-facing and technical delivery teams.

Benefits:
Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment, with a high degree of individual responsibility.
Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.

Skills Required