Pmo Consultant

Masttrois a global wealth technology company delivering the most comprehensive and interactive views of total net worth.Our platform empowers thousands of users across 24 countries, spanning ultra-high net worth individuals, family offices, independent advisors, and globally recognized financial institutions.The company is headquartered in Switzerland and has offices in the US, Mexico, and Chile.BackgroundMasttro was incepted by its co-Founders with more than 30 years of experience managing global, multi-generational wealth using innovative proprietary technologies.Masttro's disruptive technology has been increasingly recognized as a pioneer and innovator within the global wealth technology space.With its deep heritage in global family office operations, Masttro's mission is to bring ultimate control, transparency, and peace of mind to wealth owners and their family enterprises.The RoleMasttro is looking for an experienced PMO Consultant ("Junior or Senior Associate") that will join Masttro's Client Success Team.The Client Success Team works closely with Masttro's clients to manage the user experience and the new client onboarding process.What You'll DoResponsible for managing the client support workflow which includes the project management function and ticketing system supporting Client Success from inception to resolution, owning the prioritization efforts and tracking metrics around completed/aging tickets.Oversees day-to-day project execution leading to timely delivery and quality outcomes while communicating across teams.Executes the full project lifecycle including reviewing and monitoring work-plans, managing against milestones, understanding stakeholders, defining scope, goals, and deliverables.Uses deep knowledge of when and how to engage internal escalation processes and articulately document client and product patterns/trends.Identifies, tracks, and reports key client satisfaction metrics, trends, and opportunities for client growth to management.Spearheads the Client Success internal knowledge repository by aggregating information across all lines of communication to maintain a central place for knowledge sharing based on learned events.Cultivates an understanding of customers' business needs, challenges, goals and Masttro use cases to maximize their growth and operational efficiency.Partners with team members to resolve client needs, both on the phone and in-person/ via video conferencing.Collaborates with global colleagues and communicates across cultures to meet client needs.Deeply engages with the product – stays current on enhancements, manages client feedback, and understands client usage to enhance client adoption of the Masttro platform.Who You AreBachelor's degree; MBA and / or Project Management certifications are a plusExposure to Project Management life cycle either as a Project Manager or stakeholder2 to 5 years of relevant professional experience in a client success role, preferably in the financial services, wealth management or FinTech industriesMust speak, read and write Spanish fluentlySelf-starter who takes ownership and can lead / manage projects independentlyExperience with portfolio performance & risk analyticsKnowledge of financial securities and Alternative Investment products (e.G., Private Equity, Hedge Funds) and familiarity with other net-worth reporting platforms is preferableExperience working in a family office or relationship management with high-net-worth families is a plusInterest in gaining exposure across the client lifecycle with interest in a career path to the Onboarding / Service Consultant roleHighly organized professional with attention-to-detail and excellent follow-throughStrong analytical skills, ability to work with detailed financial or other dataExperience working with institutional or private clients in financial services is preferableExcellent communication skillsFlexible to minimal travel as needed to support clientsStrong client interpersonal skills, focused on solutioningTipo de puestoTiempo completo, Por tiempo indeterminadoSalario$***** al mesBeneficiosEstacionamiento de la empresaSeguro de gastos médicos mayoresSeguro de vidaHorarioLunes a viernesEducaciónLicenciatura terminada (Obligatorio)IdiomaInglés (Obligatorio)#J-*****-Ljbffr