The Tax Manager plays a critical role in overseeing InvestCloud’s global tax compliance, reporting, and provision processes while supporting strategic tax planning initiatives. This role partners closely with Finance, Accounting, Treasury, and external advisors to ensure compliance with tax laws, accurate reporting, and effective management of tax risk, while identifying opportunities to optimize tax efficiency.What does a great Tax Manager do. A...
You will be joining InvestCloud’s newly formed AI, Data & Analytics team — a group responsible for driving increased value from the data InvestCloud captures to enable a smarter financial future for our clients.The team is focused on enabling “enhanced intelligence,” modernizing capabilities, and embedding AI and ML solutions into our next-generation advisor and client experience. This is a unique opportunity to influence a greenfield ecosystem a...
About the RoleInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future, and we are building our internal legal team to aid in our future growth. We are looking to add an experienced attorney to advise on a broad range of business activities, with a focus on negotiation and preparation of sales contracts. Other responsibilities may include assisting with partner, vendor and other commercial contracts. providi...
The Director, Financial Technology Operations (FinOps) will serve as a vital business partner to our technology leadership team. This role is responsible for leading a team of analysts, managing technology costs through detailed cost analysis, and forecasting technology expenses. Additionally, the Director will support strategic decision-making by developing optimization plans and driving financial transparency and accountability. Key Responsibil...
About the Role. The Senior Contract Administrator is a key member of the Legal Operations, Contract & Risk Management team, responsible for independently managing the contract lifecycle, supporting legal counsel in negotiations, and ensuring compliance with enterprise and regulatory standards. This role requires advanced contract expertise, strong redlining and negotiation skills, and the ability to triage complex agreements for attorney review. ...
About the Role. The Senior Contract Administrator is a key member of the Legal Operations, Contract & Risk Management team, responsible for independently managing the contract lifecycle, supporting legal counsel in negotiations, and ensuring compliance with enterprise and regulatory standards. This role requires advanced contract expertise, strong redlining and negotiation skills, and the ability to triage complex agreements for attorney review. ...
The Finance Manager plays a key role in driving financial performance and supporting strategic decision-making across the business. This role partners closely with C-Level executives and senior leaders on budgeting, forecasting, and investment optimization, while delivering insights that shape the company’s direction. The Finance Manager will also contribute to executive and board-level reporting and presentations. What does a great Finance Manag...
InvestCloud is looking for a practical, detail-focused Database Engineer with a passion for financial data and a desire to grow into a hands-on architecture or platform engineering role. This is a great opportunity for someone early in their data career who enjoys working with real-world investment data, learning from experienced architects, and helping build the foundation for next-generation wealth technology. You’ll work on ingestion pipelines...
The Senior Financial Analyst will play a critical role on the Finance team, reporting directly to the Senior Finance Manager. This individual will be responsible for driving financial insights through budget and forecast support, month-end close activities, and preparing executive-level reporting packages. What does a great Senior Financial Analyst do. A strong Senior Financial Analyst partners with business leaders to deliver clear, data-driven ...
What does a great. Client Success Manager. do. An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geogr...
What does a great. Client Success Manager. do. An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geogr...
