Knowledge:

Has demonstrable, deep expertise in one or more commercial-grade Trade Order Management Systems.    Should understand key functions for:

• Portfolio Construction
• Trading
• Compliance
• Middle Office

Should understand the construction of the database, how trades and block orders move through the system, basic table construction and interoperability.

Skills:

• Project Management Capabilities:  Create a workable project plan with milestones, dependencies and resources
  • Identify workstreams withing the project plan
  • Articulate deliverables
  • Assess needed resources; match resource to needs
  • Manage deliverables within a sprint
• Analytical Skills
  • Requirements Gathering/Workflow analysis
  • Requirements Delivery
  • Problem-solving skills
• Presentations Skills
  • Ability to deliver clear messages
  • Explain complex issues and articulate solutions
  • Help clients make good decisions
• Coaching Skills
  • Identify gaps in team performance and understanding
  • Create plans to close gaps and improve performance
  • Encourage and support team members
• QA/Testing
  • Ensure robust testing within projects
  • Create achievable test plans
  • Ensure testing is auditable and repeatable

Experience:

• Minimum of 3 Complete Implementations in a lead role for firms with a minimum of $20B aum and at least one firm with AUM >$200b.
• Minimum of 7 years of directly-related experience and 10 years of industry experience.
• Candidate should have industry contacts that support his/her level of industry experience.

Responsibilities:

Manage and grow the OMS practice and deliver consulting services.

• Accurately assess what clients need
• Manage Complex Projects with Multiple Streams
• Drive projects to produce desired outcomes
• Identify problems/blockers and coach clients and teams through to resolution

Grow the practice in accordance with company goals:

• Establish IMP as a trusted partner with clients by delivering consistently outstanding service.
• Expand contacts throughout the client organization;
• Land additional projects at current clients;

Demonstrate industry thought leadership

• Stay up to date on industry best-practices and trends.  
• Build personal credentials and demonstrate expertise by completing speaking engagements each quarter, with at least one external (e.g. industry conference).
• Share knowledge with the team.
• Assist in sales by bringing OMS subject-matter expertise to client meetings.