Careers

Key Responsibilities

• Project Management:
• Manage a group of analysts and associates. Coaches and develops team members. Fosters a culture of transparency, feedback, and inclusive collaboration.
• Build and maintain detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes.
• Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support.
• Builds and maintains strategic relationships with key clients and partners.

Subject Matter Expertise:

• Demonstrate understanding of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be familiar with financial workflows related to treasury management.
• Strong knowledge of financial institutions and account types/structures (banks, prime brokers, custodians, credit facilities, etc.); ability to oversee data connectivity requirements and work with the data connectivity team to source client data.
• Deliver support to Implementation project managers on key activities related to project governance and application configurations.
• Serve as the principal point of contact for client-directed inquiries, addressing issues where possible, and escalating to the SVP, Services when needed.
• Cross-Functional Collaboration:
• Participate in collaborative efforts with Product Development, Engineering, and other internal teams to enhance product functionality for client onboarding and growth.
• On-site support:
• Flexibility to travel, as needed, to support clients across different regions.

Qualifications

Education:

• Bachelor’s degree in finance, technology, or related field. 
• Master’s degree is a plus.
• Experience:
• 4-8 years of experience in a client-facing role within the tech industry, with a focus on project management, onboarding and consulting.
• Experience developing cross-team processes and documentation with meticulous attention to detail.
• Experience working with hedge funds and private equity firms is highly desirable.

Skills and Competencies:

• 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.
• Owns team goals and delivery outcomes. Sets clear expectations and holds team members accountable.
• 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.

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

• Design, deploy, and manage AWS infrastructure, including EC2, VPC, S3, RDS, IAM, Security Groups, Load Balancers, Lambda, and cost optimisation.
• Administer and troubleshoot Linux systems, including Ubuntu, RHEL, CentOS, and Amazon Linux, across production and staging environments.
• Deploy, manage, and troubleshoot containerized applications using Docker and Kubernetes, including deployments, services, ingress, Helm charts, and cluster upgrades.
• Build and maintain infrastructure monitoring solutions for CPU, memory, disk, network, and availability metrics using tools such as CloudWatch, Prometheus, Grafana, LogicMonitor, or Datadog.
• Implement application performance monitoring (APM) to track latency, errors, and throughput (e.g., Logic Monitor, ELK/EFK stack)
• Establish alerting and on-call escalation workflows to identify and address issues before they affect customers.
• Lead automation initiatives by replacing manual processes with scripts and Infrastructure as Code tools such as Terraform, Ansible, CloudFormation, Bash, or Python.
• Participate in incident response, root cause analysis, and post-incident reviews.
• Define and track SLIs/SLOs/error budgets
• Collaborate with development teams to improve system reliability, scalability, and performance.
• Maintain clear documentation for runbooks, architecture, and operational procedures.
• 3–5 years of hands-on experience in an SRE, DevOps, or infrastructure engineering role
• Strong experience with AWS services (EC2, VPC, S3, IAM, RDS, ELB, Auto Scaling, Lambda)
• Solid Linux administration skills (shell scripting, systemd, networking, permissions, troubleshooting)
• Practical experience with containers and Kubernetes, including building images, writing Dockerfiles, deploying and scaling workloads, managing Kubernetes clusters, preferably EKS, and using Helm.
• Experience with infrastructure and application monitoring tools (CloudWatch, Prometheus, Grafana, LogicMonitor, New Relic, ELK/EFK, etc.)
• Proficiency in automation and scripting.
• Experience with Infrastructure as Code (Terraform, CloudFormation, or Ansible)
• Strong understanding of networking fundamentals, including DNS, load balancing, TCP/IP, and firewalls.
• Reasonable working knowledge of Windows Server administration, sufficient to support existing on premises/hybrid Windows infrastructure and assist internal IT operations as needed.
• Strong understanding of relational and non-relational databases (e.g., PostgreSQL, MySQL, MongoDB, DynamoDB), including query performance tuning, indexing, backups, and replication.
• Experience with incident management and on-call practices
• Strong troubleshooting and problem-solving skills under pressure, with the ability to work independently on moderately complex issues.
• AWS certifications (Solutions Architect, SysOps Administrator) or CKA/CKAD
• Linux certification (e.g., RHCSA/RHCE, LFCS/LFCE, or CompTIA Linux+)
• Experience with service mesh technologies such as AWS Lattice, Istio or Linkerd.
• Exposure to security best practices and compliance frameworks
• Experience working in a 24/7 production environment
• Basic awareness of data warehousing concepts (e.g., ETL/ELT pipelines, data modeling) is a plus.

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.