Working at 55ip means standing at the intersection of finance and technology—and at the cutting edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston, New York, and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.

 

As an Enterprise Platform Management Lead within 55ip, you will work to optimize and manage the end-to-end enterprise support workflow, ensuring operational stability for our enterprise clients and platform. This role involves close collaboration with 55ip’s Client Solutions and Technology Teams, as well as external enterprise partners, to prioritize initiatives that enhance 55ip’s enterprise platform experience. The ideal candidate will have a strong investment and operations background, proficient in technology implementation and design coupled with experience in cross-functional collaboration and client communication. We are looking for a problem solver with excellent communication, decision-making, technical, and leadership skills.

 

Job responsibilities

Spearhead collaboration efforts with Technology, Product, Quant, Custodian teams, and Control partners to deliver optimal client outcomes and experience.

Actively engage with partner teams, including technology and client teams, to address operational challenges, ensuring alignment and timely resolution.

Drive continuous process improvements across end-to-end operational workflows, collaborating with cross-functional teams to enhance runbook management and prioritize technical improvements.

Document processed, business cases, requirements, observations, and issue themes, providing regular performance reports to management to inform decision-making and strategic planning.

Develop, maintain, and communicate a comprehensive Issues List for 55ip’s enterprise engagements, highlighting themes, impacts, and resolution paths to the executive team.

Ensure prompt and effective responses to client issues, coordinating with internal teams to resolve problems and deliver solutions efficiently.

Collaborate with the Enterprise Services Team to serve as a key representative for 55ip support teams, effectively communicating operational incidents and solutions to clients, partners, and internal stakeholders.

Utilize business acumen and operational and technical expertise to facilitate meaningful conversations, ensuring alignment and collaboration in addressing client needs and resolving issues.

Cultivate and maintain strong relationships with enterprise clients, gaining a deep understanding of their business objectives, implementation details, and support requirements.

 

 

Required qualifications, capabilities and skills 

Experience: 6+ years in investment operations, middle office, client support or account management within Financial Services.Incident Management: Proven expertise in issue resolution, process enhancement, and change management.Problem-Solving: Strong critical and strategic thinking abilities.Communication: Excellent verbal, written, and interpersonal skills, with the ability to build rapport and trust with clients.Industry Knowledge: Familiarity with the Wealth Management industry and regulatory environments.Collaboration: Ability to work independently and as part of a team in a fast-paced environment.Presentation Skills: Skilled in project management and presenting complex data clearly.Curiosity: Intellectually curious with a passion for learning new skills and capabilities.Tax Management: Familiarity with tax management practices.Cloud Technologies: Experience with cloud platforms such as AWS, Azure, or similar. Automation: Knowledge and experience in LLM or Python.

 

Preferred qualifications, capabilities and skills 

Familiarity with tax management practices. Experience with cloud platforms such as AWS, Azure, or similar.Proficient in databases and SQL query writing is an added benefit.Knowledge and experience in LLM or Python.