Client Delivery Lead

The Client Delivery Lead (UAT) will serve as a dedicated extension of Invest Cloud’s UAT and delivery teams for Wells Fargo, with a primary focus on clear release documentation, test readiness, and hands‑on client support. This role bridges Product, Delivery, and Wells Fargo UAT teams, ensuring release items are fully understood, testable, and supported throughout the UAT lifecycle.

• Documentation & Transparency
  Partner closely with Product and Delivery teams to create thorough, easy‑to‑follow documentation for all release items, ensuring full transparency and readiness for client testing.
• UAT Representation & Communication
  Participate in key project meetings as the UAT representative, clearly communicating scope changes, timeline adjustments, and impacts to Wells Fargo.
• Test Readiness & Data Conditioning
  Coordinate data‑conditioning efforts required for testing, confirming that test environments and prerequisites are properly prepared in advance.
• Issue Triage & Resolution Support
  Triage, track, and help resolve questions related to release items, providing timely, accurate responses that support smooth testing cycles.
• Onsite Client Support
  Maintain an onsite presence at Wells Fargo, as needed, to deliver hands‑on, 1:1 support—strengthening client relationships and ensuring seamless execution during critical project phases.

• BA or QA experience, ideally within complex, multi‑system environments.
• Strong communication skills, including clear, concise written documentation and confident verbal communication with both business and technical stakeholders.
• Experience with Jira and Confluence, including creating, maintaining, and tracking stories, test cases, and documentation.
• Financial services or wealth management industry knowledge (preferred but not strictly required).
• Ability and willingness to work onsite at Wells Fargo on a regular basis, aligned with project needs and key milestones.

• Increasing Invest Cloud’s presence onsite at Wells Fargo offices, reducing the need for frequent onsite visits from the broader Client Services team.
• Providing an additional resource aligned to Wells Fargo’s business hours, ensuring faster responses to client questions and a more seamless, day‑to‑day experience.
• Reducing reliance on Product, Business Analysts, and Client Services for triaging UAT inquiries, allowing those teams to stay focused on feature development and strategic initiatives.
• Accelerating and enhancing the release and UAT process by delivering clear, actionable test steps and workflows—shortening client testing cycles and improving overall quality.
• Expanding hands‑on testing and test‑planning support across multiple concurrent projects, ensuring consistent quality delivery for all features.
• Freeing up capacity for senior UAT leadership to focus on improving reporting, metrics, and training programs, driving continuous improvement in the UAT process.

Invest Cloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.

As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), Invest Cloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, Invest Cloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.

In 2024, Invest Cloud was named CNBC World’s Top Fintech Company
, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, Invest Cloud serves clients around the world. For more information, visit