Client Delivery Lead

InvestCloud, Inc. • Creve Coeur, MO

30d • Onsite

About The Position

The Client Delivery Lead (UAT) will serve as a dedicated extension of
InvestCloud’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.

Requirements

• 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.
• Ability and willingness to work onsite at Wells Fargo on a regular basis, aligned with project needs and key milestones.

Nice To Haves

• Financial services or wealth management industry knowledge (preferred but not strictly required).

Responsibilities

• 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.

Benefits

• Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

What This Job Offers

• Job Type: Full-time