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Work at Tamarac
Founded in 2000, Tamarac, Inc., provides best-in-class portfolio rebalancing and trade order generation software for investment professionals backed with unmatched customer service. With four times the client base of our next competitor and four times year-over-year sales revenue, Tamarac is a high-growth company where talent meets opportunity.
Headquartered in downtown Seattle, the company has just completed its second round of financing to fund continued expansion. Star performers who love cutting-edge software, the high-octane buzz of financial markets, and a fast-paced, entrepreneurial workplace are invited to apply to join our very customer-centric team.
Tamarac's web-based software application, Advisor®, enables financial advisors to transform the precision and efficiency of their trading. While 75% of the independent advisor marketplace still uses a manual portfolio rebalancing process, Advisor delivers critical operational and automated functions, such as portfolio monitoring, rebalancing, cash management and directed trading. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.
Tamarac, Inc., is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.
Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System. Benefits include medical, dental, vision, paid vacation time, personal days, sick leave and holidays, 401K, subsidized parking fees and bus pass, subsidized gym, and more.
Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.
Current Positions
Sales
Tamarac Inc. is seeking a strong sales executive to manage both our field and inside sales efforts overseeing new customer acquisition. This executive position reports directly to CEO.
Responsibilities:
- As a member of the executive team, participate in the development of company sales strategy and budgets, incorporating business opportunities and risks into the sales team roadmap.
- Grow the customer base.
- Provide thought leadership on market based product requirements and pricing, capitalizing on Tamarac Inc. competitive strengths and exploiting competitor weaknesses.
- Implement sales operations and develop infrastructure to leverage CRM systems with controls on quotes, pricing and contracting.
- Lead the development of strategy and oversee all aspects of Tamarac Inc.’s sales efforts including forecasting, pipeline management, staffing, and compensation design.
- Present sales and go-to-market strategies that will inspire confidence in investors, prospects and clients and provide visible leadership for Tamarac Inc. within the markets we serve.
- Plan, direct and oversee the execution of sales operations to meet or exceed budgeted revenues and gross margins.
- Build and develop a world class sales team; provide professional guidance, training, career path and strategic vision to create a rewarding environment.
Qualifications:
- The ideal candidate will have extensive experience selling technology solutions to Registered Investment Advisors and at least 3 years of experience in building and managing field sales teams.
- Strong verbal and written communications skills; confidence to speak his/her mind among people with strong opinions and able to be transparent about issues and obstacles.
- Strong process and data-driven approach to managing sales organizations.
- Experience in both start-ups and bigger company environments
- Ability to work with ambiguity and frequent change, deal with limited resources, roll-up his/her sleeves and get into details and also incorporate best practices that make sense and enable the company to scale.
- Experience bringing a new product to market.
- Strong people leader; able to attract and hire top talent, develop, manage and mentor team.
- Established contacts and relationships with potential customers and partners.
Educational Requirements
- Bachelor's degree is required.
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Consulting
Tamarac, a leading Investment Management Software provider, is in search for experienced and talented Professional Services Consultants. The position offers professionals the opportunity to leverage their experience and knowledge of the financial industry while learning Tamarac's product offerings and solutions in use by many of the best managed Wealth Management and Advisory Practices in the US. The ideal candidate will be focused and enthusiastic with a documented track record of success and credibility within the financial services market segment. The individual must be able to excel in managing multiple consulting projects with many stakeholders and thrive in a high-energy environment.
Responsibilities:
- Conduct client site implementations of Tamarac's web-based software, including installation, setup and hands-on training using client data.
- Analyze customer's business and technical requirements. Design and implement appropriate solutions.
- Craft and enhance client workflows around Investment Policy, Portfolio Management and Trade Order Management.
- Configure and automate products to best serve client's procedures.
- Serve as consultant on implementations, as well as communicating result to client and project managers.
- Facilitate change management initiatives resulting from services offered.
- Drive revenue and client success by selling consulting services back into clients.
- Analyze and discuss solutions for client's requirements, with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products.
- Frequent domestic travel to clients. Travel is estimated at 80% of time. Average length of consulting engagement is three days. Average travel schedule is six customers per month.
- Effectively present value to client for cost of service delivered.
Qualifications:
- 3 or more years experience in the portfolio management or trading industry is preferred.
- Prior consulting experience is required.
- Back office workflow and operations experience is highly preferred.
- Intermediate knowledge in Windows, Excel, SQL, and the administration of Windows and network is preferred. Demonstrated technical aptitude is required.
- CFA coursework is preferred.
- Series 7, 63 are a plus.
- Strong communication skills are required.
- Ability to gain credibility quickly while on-site is essential.
- Ability to be self-directed and work independently is required.
- Attention to detail is required.
- Ability to bring a project to completion is required.
- Must be mindful of time and budget constraints.
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Engineering
Founded in 2000, Tamarac’s web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their trading by delivering critical operational and automated functions, such as portfolio monitoring, rebalancing, cash management and directed trading.
Headquartered in downtown Seattle, Tamarac is ideal for star performers who love cutting-edge software, the high-octane buzz of financial markets, and a fast-paced, entrepreneurial workplace focused on surpassing customer satisfaction.
Purpose:
Tamarac's engineering team exhibits high energy, deep technical skills and a drive to get things done. The Development Manager will be responsible for the overall planning, execution, and success of Tamarac’s web based products, and will work with software development engineers, testers, product managers, and customer support to deliver quality products to Tamarac’s customers.
Responsibilities:
- Partner with colleagues to prioritize, schedule, and implement features, defect fixes, and new functionality.
- Collaborate with customer support to ensure smooth daily operations through technical troubleshooting.
- Orchestrate the successful delivery of simultaneous projects.
- Encourage and support the career goals of the development team through HR management and mentoring.
- Day to day management of development and QA personnel.
- Ensure that all projects are within scope and budget.
- Make recommendations on hardware and software needs for development and QA functions.
- Create and maintain functional specifications for all releases.
Qualifications:
- Experience as a technical leader and motivator who is comfortable leading teams in a fast paced and dynamic environment.
- Experience managing large-scale, aggressive, and dynamic technical projects, with competing resources and priorities.
- Hands-on experience in the following areas: software engineering and development, system administration, networking, computer hardware, logistics and operations, capacity planning.
- Strong analytical, problem-solving, and organizational skills. Clear focus under pressure.
- Proven track record of surpassing objectives and delivering exceptional results, despite challenges.
- Firm sense of accountability and ownership for end-to-end project lifecycle. Solid knowledge of the tools and elements of program management.
- Ability to interact with diverse technical and non-technical groups, spanning all organizational levels.
- Outstanding verbal and written communication skills.
- Experience with launching Internet software/services preferred.
- Sound science/engineering background. Established aptitude and fluency in technology fields.
- Masters degree in computer science or related fields.
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Tamarac, a leading Investment Management Software provider, is in search for experienced and talented Professional Services Consultants. The position offers professionals the opportunity to leverage their experience and knowledge of the financial industry while learning Tamarac's product offerings and solutions in use by many of the best managed Wealth Management and Advisory Practices in the US. The ideal candidate will be focused and enthusiastic with a documented track record of success and credibility within the financial services market segment. The individual must be able to excel in managing multiple consulting projects with many stakeholders and thrive in a high-energy environment.
Reports To: Program Manager
Purpose:
Create and maintain cutting edge software products for investment professionals that that enable them to trade with greater confidence and ensure our products achieve quality in terms of reliability, security, performance, stability, scalability, availability, and result accuracy.
Responsibilities:
- Create and design solutions for new features and enhancements to Tamarac Advisor, an ASP.NET 3.5/Microsoft SQL Server web-hosted solution, including integration with 3rd party software.
- Work effectively with management and team members to clarify needs and plan delivery of major product changes, future versions, and new products.
- Accurately estimate development time.
- Provide responsive support to escalated customer issues.
- Ensure adequate testing of all product releases.
- Improve our development environment to promote reusable code, easy maintenance and extension of Tamarac software products.
- Continually grow skills that enhance your technical expertise, leadership capabilities, and general organizational contribution.
- Collaborate with team members to find the best possible solution to design and extend product functionality.
Qualifications:
- Masters in computer science or related field.
- Minimum 5 years of current software development experience.
- Strong web development skills using ASP.NET 3.5.
- Proficient C# programming skills.
- Strong expertise in TSQL and stored procedures.
- Solid grasp of Client/Server fundamentals and Browser/Server interaction and IIS.
- Familiarity with other tools, such as XML, JavaScript, and.NET Framework.
- Demonstrated ability to successfully complete challenging software projects.
Critical Success Factors:
- Smart, hardworking, committed
- Demonstrated ability to write solid code in a fast paced environment.
- Works well in a team environment.
- Adept at communicating technical ideas to a non-technical audience.
- Is self-motivated, can work independently, and enjoys the challenge of solving problems.
- Works with a sense of urgency and carries projects through to completion in a timely manner.
- An enthusiastic team player with a high level of energy and a positive, flexible attitude.
Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System. Benefits include medical, dental, vision, paid vacation time, personal days, sick leave and holidays, 401K, subsidized parking fees and bus pass, subsidized gym, and more.
Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.
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Client Services
Tamarac, a leading Investment Management Software provider, is in search for experienced and talented Professional Services Consultants. The position offers professionals the opportunity to leverage their experience and knowledge of the financial industry while learning Tamarac's product offerings and solutions in use by many of the best managed Wealth Management and Advisory Practices in the US. The ideal candidate will be focused and enthusiastic with a documented track record of success and credibility within the financial services market segment. The individual must be able to excel in managing multiple consulting projects with many stakeholders and thrive in a high-energy environment.
Responsibilities:
- Become highly proficient with using Tamarac Advisor.
- Establish and maintain a positive and professional relationship with clients.
- Analyze customer's business and technical requirements and deliver appropriate solutions in Tamarac Advisor.
- Work with clients to preserve the integrity of their workflows around Investment Policy, Portfolio Management and Trade Order Management
- Analyze and discuss solutions for client's requirements with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products.
- Provide continuing education to clients on how to effectively use Tamarac Advisor in their practices.
- Manage client technical service requests. Ensure timely resolution of customer issues, escalating when necessary. Ensure clients receive responses to phone/on-line requests within service level response times, as specified per contractual agreements and in service delivery plans.
- Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate.
- Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments.
- Share best practices with team members to enhance the quality and efficiency of client support.
- Participate in individual or team projects, as needed, to expand client support offerings. Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments.
- Share best practices with team members to enhance the quality and efficiency of client support.
- Participate in individual or team projects, as needed, to augment client support offerings.
Qualifications:
- College Degree (Finance, Financial Planning, or Accounting degree preferred).
- 1-3 years experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry .
- Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way.
- Experience in account management or service and support.
- Strong verbal and written communication skills.
- Detail oriented and excellent multi-tasking skills.
- Exceptional interpersonal and organizational skills.
- Must work well in a team environment and present a professional demeanor.
- Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.
- Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook).
Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System. Benefits include medical, dental, vision, paid vacation time, personal days, sick leave and holidays, 401K, subsidized parking fees and bus pass, subsidized gym, and more.
Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.
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