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. ...
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...
About the Role. InvestCloud, 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. provi...
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. ...
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...
The Senior Data Engineer will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to shape the architecture and technical execution patterns of a greenfield ecosystem to create a next-generation advisor and client experience. The team is building for...
The Data Architect will join InvestCloud’s newly formed AI, Data & Analytics team, whose mission is to drive increased value from the data InvestCloud captures to enable a smarter financial future for our clients focused on enhanced intelligence. This is a unique opportunity to participate in building the data platform for a greenfield ecosystem, creating a next-generation advisor and client experience. The team is building for scale — the techno...
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 pipelin...
About the Role. The Senior Account Executive will formulate and execute a strategy to enhance business growth. This role works in partnership with Marketing, Sales Engineering, Product and Account Management, therefore cross-company engagement and orchestration is critical. The candidate will be a high-impact individual capable of driving outstanding business results & first-class sales results. This position is responsible to drive new Digital W...
