OMS Senior SME

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

Understands 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 within 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.