Power Platform & Extensibility: Design appropriate use of Power Apps, Power Automate, Power BI, Copilot Studio, Dataverse, custom connectors, APIs, and Azure services where standard Dynamics capabilities need to be extended.
Integration & Data Architecture: Define integration approaches between Dynamics 365, telephony services, customer platforms, data sources, reporting services, and wider enterprise systems, ensuring resilient and maintainable designs.
Governance & Best Practice: Establish solution design standards, review low-level designs, support fit-gap analysis, manage technical risks, and ensure adherence to Microsoft implementation guidance and platform best practices.
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Interact with several internal groups to resolve client issues. This can include the trading desk, brokerage operations, sales team, solutions team, customer success team, engineering, and product teams.
Assist customers with basic technical requests, including API usage questions, platform navigation, workflow guidance, and troubleshooting support.
Support ad hoc projects and operational initiatives as assigned by management
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Work closely with Product Leads, CMO and Legal to launch new programs and revise existing programs to continuously deepen market liquidity while meeting budget constraints and business objectives
Manage the rollout of any new program revisions, which includes socialising the new program parameters with participants before revising the program rules with legal, and then formally rolling out the new program on an agreed date
Monitor market maker performance against program requirements (eg. Max Spread, Min Quantity, Min Volume thresholds etc)
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Account Reconciliation: Regularly reconcile bank statements with internal records, identify discrepancies, and coordinate corrections as needed.
Assisting Month-End and Year-End Close: Support the accounting team in closing financial periods by compiling supporting documents, preparing necessary schedules, and ensuring all relevant transactions are captured.
Maintaining Ledgers: Update and maintain the general ledger and subsidiary ledgers for accounts payable, accounts receivable, fixed assets, and inventory.
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Assist in preparing and delivering presentations, proposals, and pitches to prospective clients, with a focus on promoting the company's trust and fiduciary business
Prepare presentation decks and marketing material for client presentation
Identify cross-selling opportunities for existing clients, leveraging the company's full suite of services, including trustee and corporate services
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We have hubs in the Bay Area, NYC, Austin, Toronto, and São Paulo. However, we maintain a remote-first work culture. #WorkFromAnywhere
We hire talented, self-motivated individuals with extreme ownership and high growth orientation.
We value performance and not hours worked. We believe you shouldn't have to miss your family dinner, your kid's school play, friends get-together, or doctor's appointments for the sake of adhering to an arbitrary work schedule.
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