Careers

Key Responsibilities

• Client Relationship Management:
• Forge deep relationships with key decision-makers at hedge funds and private market firms.
• Understand client business objectives, challenges, and evolving needs to maximize engagement.
• Strategic Growth & Revenue Expansion:
• Identify upsell and cross-sell opportunities, expanding Hazeltree’s footprint within existing accounts.
• Contribute directly to revenue growth by aligning clients with solutions that enhance their financial performance.
• Treasury & Product Expertise:
• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
• Educate clients on best practices and help them fully leverage our solutions.
• Client Success & Retention:
• Proactively address client needs, provide expert training, and ensure seamless ongoing support.
• Drive platform adoption and maximize customer satisfaction.
• Cross-Functional Collaboration:
• Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications

• Education
• • Bachelor’s degree in Finance, Business, or a related field.
• Experience
• • 5+ years of experience in client success, account management, or a related role.
  • Experience working with hedge funds, private equity firms, or financial services is highly desirable.
• Skills & Competencies
• • Relationship Mastery: Proven ability to build rapport, foster trust, and nurture long-term client relationships.
  • Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and cross-selling.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.
• Bonus Points:
• • Experience working with hedge funds or private equity firms.
  • Familiarity with treasury management principles and best practices.
  • Experience with CRM systems (e.g., Salesforce, ChurnZero, Zendesk).

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Security & DevOps Integration
• • Support and extend the secured CI/CD pipeline to enhance development security.
  • Work with development teams to optimize infrastructure security.
• Cloud & Infrastructure Security
• • Maintain and secure AWS cloud infrastructure for clients and internal operations.
  • Automate AWS infrastructure builds following CIS hardening standards.
  • Ensure top-tier security configuration, access management, and incident response on cloud platforms.
• Operational Support & Incident Response
• • Support business-critical Windows and Linux-based environments.
  • Monitor and respond to security alerts across Infosec, servers, firewalls, and applications.
  • Conduct continuous monitoring of internal and third-party information security controls.
• Threat & Vulnerability Management
• • Assess SAST (Static Application Security Testing) and DAST (Dynamic Application Security Testing) scans.
  • Implement remediation and mitigation strategies in collaboration with development teams.
  • Maintain network security protocols, firewalls, and threat management platforms.
• Compliance & Risk Management
• • Ensure compliance with ISO 27001:2022, SOC1 Type2, and SOC2 Type2 standards.
  • Provide support for security audits, policy implementation, and KPI/KRI monitoring.

Qualifications & Requirements

Technical Skills:

• Cloud & Security Expertise
• • Hands-on experience with AWS (or other cloud-based solutions).
  • Strong understanding of secured Software Development Lifecycle (SDLC) and CI/CD platforms.
  • Familiarity with OWASP, CIS frameworks, and security best practices.
• Infrastructure & Scripting Knowledge
• • Proficiency in Microsoft platforms (Office 365, IIS, .NET, SQL Server, Windows Server, Active Directory).
  • Strong scripting skills in PowerShell (highly beneficial).
  • Experience with Cloud-based security tools (email security gateways, IAM, endpoint security, threat management).
• DevOps & IT Service Management (ITSM)
• • Experience with Jira (Atlassian automation), ServiceNow, or other ITSM platforms.
  • Understanding of incident management processes and security KPIs.
• Networking & Compliance
• • Strong knowledge of network security protocols, vulnerability management, and firewalls.
  • Proven experience in security compliance frameworks and industry regulations.

Soft Skills:

• Analytical & Problem-Solving: Ability to analyze security risks and develop practical solutions.
• Communication: Ability to explain complex security topics to both technical and non-technical stakeholders.
• Collaboration: Experience working in cross-functional teams with a proactive, team-first mindset.
• Adaptability & Resilience: Ability to stay composed and think strategically in high-pressure situations.
• Ethical Integrity: Strong sense of responsibility for data confidentiality and compliance with privacy regulations.

Education & Certifications:

• Bachelor’s degree in Computer Engineering, Cybersecurity, or a related field.
• 3+ years of experience in a DevOps or DevSecOps role.
• Bonus Certifications (Preferred, not required):
• AWS Certified DevOps Engineer
• AWS Solutions Architect
• AWS SysOps Administrator
• Certified DevSecOps or other security-related certifications

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Opportunities for professional growth, training, and certifications.
• A dynamic and collaborative work environment at the forefront of cloud security and treasury technology.

Key Responsibilities

• Client Onboarding & Support
• • Assist in client onboarding, ensuring smooth implementation of Hazeltree’s treasury solutions.
  • Serve as a support contact for clients during onboarding, answering questions and providing guidance.
  • Help customize solutions based on client needs and operational workflows.
• Project Coordination & Execution
• • Work closely with senior project managers to track project milestones and deliverables.
  • Assist in coordinating implementation tasks, including data ingestion setup and workflow configuration.
  • Participate in client training sessions and product demonstrations.
• Cross-Team Collaboration & Documentation
• • Work with Product, Engineering, and Client Services teams to support implementation needs.
  • Maintain project documentation and develop internal best practices for onboarding.
  • Identify areas for process improvement and contribute to efficiency enhancements.
• Financial & Technical Learning
• • Gain hands-on experience with financial instruments, cash management, and treasury operations.
  • Develop an understanding of financial institutions and account structures, including banks, prime brokers, and custodians.
  • Assist in data integration and collaborate with the data connectivity team.
• Travel Requirements
• • Occasional travel may be required to support clients in different regions.

Qualifications

• Education
• • Bachelor’s degree in Finance, Business, Economics, Technology, or a related field.
• Experience
• • 1-3 years of experience in a client-facing role within fintech, financial services, or SaaS.
  • Exposure to hedge funds, private equity, or asset management is a plus.
• Skills & Competencies
• • Project Coordination: Ability to manage multiple tasks, deadlines, and priorities.
  • Client Service Mindset:Strong communication and interpersonal skills to foster client relationships.
  • Technical Aptitude: Comfort with learning new technologies, financial data, and software platforms.
  • Problem-Solving Skills: Ability to identify challenges and contribute to process improvements.
  • Detail-Oriented: Strong organizational skills and ability to develop clear documentation.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement savings plan with company match.
• Professional development and career advancement opportunities.
• Collaborative and innovative work environment with global exposure.

Hazeltree Fund Services Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace.

Key Responsibilities

• Client Onboarding & Implementation
• • Lead the end-to-end implementation process for private market clients, ensuring a smooth and efficient transition to Hazeltree’s platform.
  • Customize workflows and solutions to align with client needs and financial operations.
• Project Management & Execution
• • Manage multiple client implementations simultaneously, tracking progress, timelines, budgets, and resources.
  • Drive projects to completion with a focus on quality, efficiency, and client satisfaction.
• Client Relationship Management
• • Build and maintain strong, trusted relationships with key clients, understanding their unique requirements and challenges.
  • Act as the primary point of contact for clients throughout the onboarding process.
• Process Optimization & Continuous Improvement
• • Collaborate with internal teams across New York, London, Bournemouth, and Hong Kong to refine the onboarding experience.
  • Contribute to enhancements in data delivery, workflow efficiency, and overall implementation strategies.
• Cross-Functional Collaboration
• • Work closely with Product, Engineering, and Sales teams to ensure seamless handoffs and client success.
  • Provide feedback to improve platform functionalities and user experience.

Qualifications

• Education
• • Bachelor’s degree in Finance, Business, Technology, or a related field.
• Experience
• • Minimum 5+ years of project management, client onboarding, or implementation experience within financial services, fintech, or treasury management.
  • Strong understanding of financial products and investment management processes.
• Skills & Competencies
• • Project Management Expertise: Ability to manage multiple projects, meet deadlines, and drive client success.
  • Client-Centric Approach: Strong relationship-building skills with a focus on client satisfaction and engagement.
  • Technical Acumen: Proficiency in Excel; experience or interest in SQL and data management is a plus.
  • Communication Skills: Ability to clearly articulate complex financial and technical information to both technical and non-technical audiences.
  • Problem-Solving Mindset: Ability to analyze challenges and implement effective solutions.
  • Self-Motivation & Growth Mindset: Eagerness to learn and build a long-term career in project management and client services.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and dynamic work environment with global exposure.

Qualifications:

• 4-5 years of experience in a client-facing role within the tech industry, with a focus on project management and consulting.
• Technical proficiency to quickly grasp new concepts, build product knowledge, and translate requirements for product development.
• Highly organized with strong multitasking abilities, capable of prioritizing competing projects and timelines effectively.
• Excellent verbal and written communication skills for both internal and client-facing interactions, with the ability to convey technical information to diverse audiences.
• Proven problem-solving skills with the ability to identify and address flawed processes and implement scalable solutions.
• Experience developing cross-team processes and documentation with meticulous attention to detail.
• Experience working with hedge funds and private equity firms is highly desirable.
• Bachelor’s or Master’s degree preferred.

Responsibilities:

• Serve as the primary point of contact and expert for clients during onboarding and implementation processes.
• Act as a trusted advisor, providing technical and operational guidance to clients to maximize the impact of our products on their business.
• Collaborate closely with Product Development, Engineering, and other internal teams to enhance product functionality for client onboarding and growth.
• Manage client-facing communication across various organizational levels, including executives, project leads, and operational teams.
• Lead the creation of detailed project plans and oversee partner meetings, client trainings, and in-person engagements.
• Utilize strong project management capabilities to coordinate all aspects of the onboarding process, including data ingestion setup, workflow configuration, and ongoing support.
• Demonstrate advanced knowledge of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be proficient in understanding complex financial workflows related to treasury management.
• Understanding of financial institutions and account types/structures (banks, prime brokers, custodians, ISDA counterparties, credit facilities, etc.); ability to oversee data connectivity requirements and work with data connectivity team to source client data.
• Flexibility to travel as needed to support clients across different regions.