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José Da Costa — Director of Operations · Finartis · Lausanne Metropolitan Area.
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About
International executive with 20+ years of experience in financial technology and enterprise software, currently serving as Chief Operating Officer at Finartis SA, a global WealthTech platform provider. I lead global operations, product strategy, and business transformation initiatives supporting private banks, asset managers, and family offices across Europe, the Middle East, the Caribbean, and Asia. My focus is on scaling fintech platforms by aligning strategy, product development, and operational excellence. Over the past years, I have driven: • Company turnaround from negative performance to sustainable profitability • 10–15% annual revenue growth through go-to-market and product alignment • +200% backlog upsell through strategic initiatives • Expansion into new international banking markets • Operational stabilization across delivery, support, and R&D • Implementation of governance frameworks (SOC-aligned controls and structured processes) I bring deep expertise in: • Wealth Management & Banking Platforms • Multi-asset financial systems (equities, derivatives, private equity, structured products) • Platform integration & API ecosystems • International operations and team leadership I am particularly interested in building the next generation of banking platforms combining: • digital assets • scalable architectures • AI-driven financial services In parallel, I also contribute as a part-time instructor in IT and project management in Switzerland.
Experience
Chief Operating Officer – Finartis SA (A Valsoft Company)Current
FINARTIS · Suisse
Jun 2021 – Present
Lead global strategy & operations of a Wealth Tech software company delivering a multi asset banking platform used by private banks, asset managers and family offices worldwide. Responsibilities o Define and execute company strategy, product vision and international growth initiatives. o Oversee product development, project delivery, support operations and technology evolution. o Manage international teams across Switzerland, Dubai, Singapore and the Philippines. o Drive operational performance, workflow optimization and delivery standardization. o Represent the company with strategic clients, partners and executive stakeholders. Key Achievements o Redressed company finance from -60% to +20% profit, in less than 12 months. o Delivered 10 to 15% annual revenue growth through new GTM strategy over last 4 years. o Increased products upsell backlog by 200%. o Expanded company presence into new banking markets in Asia and Midd1le East. o Stabilized operational workflows across delivery, support and R&D. o Implemented structured governance standards (SOC aligned controls, operational processes). o Led product strategy designation for the Prospero Wealth Tech platform.
Partial time instructor for Bachelor IT degreeCurrent
IDEC · Ренан
Jan 2018 – Present
Working at IDEC as instructor to conduct training sessions on modules related to IT Brevet Fédéral (Bachelor degree). o Conduct training sessions o Review the blank exams related to the modules and provide an expertise to the students o Oral exams preparation for final project presentation
Education
Skills
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