Technical Success Engineer

Who We Are

The company is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use the company to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. The company supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

Preferred location: hybrid in SLC; will consider remote candidates

The Technical Success team at the company plays a critical role in helping clients maximize platform value well beyond initial implementation. We serve as an extension of our clients’ operational teams, embedding the company expertise directly into their day-to-day workflows to drive efficiency, scalability, and strategic insight.

In partnership with Account Executives, Client Success Managers, Support Analysts, and Product Managers, Technical Success Engineers optimize clients’ overall experience and identify areas for R&D investment that reduce over-reliance on premium services. We focus on unlocking significant value for clients’ businesses and regularly call on deep analytical skills to advise clients on how to model and examine their financial instruments and assets.

Technical Success Engineers combine a deep understanding of finance and technology with an unrelenting sense of urgency, meticulous attention to detail, and unrelenting appetite to work cross-functionally to solve broad issues or product gaps. They take full ownership of client outcomes, drive projects to completion with precision, and constantly push to learn more, build more, and deliver more.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as  H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

Client Delivery & Technical Excellence

• Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing the company environments—delivering with speed, precision, and an unwavering commitment to quality

• Deliver high-impact outcomes aligned to client goals, ensuring measurable value and satisfaction at every engagement milestone

• Serve as a trusted advisor and subject matter expert across all aspects of the company platform, bringing a consultative approach that clients rely on for their most complex challenges

• Proactively identify and resolve technical risks before they escalate, demonstrating the urgency and ownership mindset that defines the team

Stakeholder Management & Communication

• Drive proactive, transparent communication with stakeholders across internal and external teams—setting expectations clearly and following through relentlessly

• Communicate project health, risks, and milestones to senior stakeholders with clarity and confidence, escalating decisively when required

• Foster strong client relationships grounded in trust, consistent delivery, and a genuine commitment to their success—driving retention and referenceability

Cross-Functional Collaboration

• Collaborate closely with Account Executives, Client Success Managers, and Support Leads to build sustainable, business-as-usual (BAU) success models for long-term client success

• Partner with Product and R&D teams to surface client insights that inform scalable tooling, reduce client dependence on premium services, and accelerate self-sufficiency

• Operate as a cross-functional warrior—bridging gaps between teams, breaking down silos, and ensuring the right people are connected to solve problems quickly

Process Improvement & Automation

• Identify and implement opportunities to optimize internal processes, tools, and engagement models as the client base scales

• Develop repeatable methodologies, pre-configured templates, and process improvements to reduce project complexity and compress timelines

• Bring a technical inclination toward building tools, scripts, and automations that eliminate manual work and increase throughput—never satisfied with “good enough” when a better system can be built

Who You Are

Qualifications

• Bachelor’s degree or equivalent practical experience

• Professional experience in Project Management, Financial Services, Professional Services, or Consulting; prior client-facing and financial services experience strongly preferred

• Outstanding communication, organizational, and time-management skills—you operate with urgency and hold yourself to the highest standard of follow-through

• Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, wealthtech, or prior the company platform exposure

Characteristics That Define You

• Relentless sense of urgency: You don’t wait for permission to act. When something needs to happen, you make it happen—today, not next week

• Meticulous attention to detail: You catch what others miss. Your work is precise, polished, and ready for scrutiny at every level

• Cross-functional warrior: You thrive at the intersection of teams. You build relationships, break down barriers, and drive alignment across disciplines

• Never satisfied, always learning: You ask “what’s next?” before the current project is even finished. You seek feedback, absorb new skills, and constantly raise your own bar

• Technical builder at heart: You have a natural inclination toward tools, automation, and scripting. You see repetitive work as a problem to be engineered away, not accepted

• Independent and adaptable: You thrive in fast-paced, ambiguous environments and take ownership without being told

Nice to Have

• Previous experience in investment management software implementations

• Experience using and implementing AI; specifically, Claude Cowork where you’re building skills and artifacts

• Capability to program or script, particularly in Python

• Experience with data architecture, ETL processes, or reporting infrastructure

• Passion for technology and finance that extends beyond the day job

The company takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range

$69,000 — $107,000 USD

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, the company is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: the company is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from the company without a formal interview process. Additionally, the company will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [link for members] .