Senior Consultant, Wealth Investment Management Software Implementation – AVP

🔥 15 hours ago

🌐 Canada, United States – Remote

🇨🇦 Canada – Remote 🇺🇸 United States – Remote

💵 $91k - $140.5k / year

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 0%

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State Street

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

🏦 Banking

Finance • Fintech • Banking

State Street is a leading financial services provider that specializes in investment management and servicing solutions. With a global presence, State Street offers a wide range of services including asset management, custodial services, and investment research to help institutional investors meet their financial objectives. The company is committed to advancing the financial sector with innovative strategies and insights that drive efficiency and performance.

📋 Description

• Serve as a Wealth subject-matter expert in wealth management implementation and upgrade projects • Analyze and evaluate requirements while providing product expertise and guidance throughout projects • Ensure solutions meet client business needs and clients are prepared to operate solutions after go-live • Assist Professional Services team members and develop and share best practices • Analyze client requirements for sales opportunities • Contribute to sales presentations and proof-of-concept projects demonstrating CRIMS capabilities • Educate clients on CRIMS functionality • Advise on best practices for implementing and operating Charles River solutions and services • Identify potential enhancements to Charles River solutions and services • Document and communicate product improvements • Communicate defects to Technical Support and Product Management • Support defect resolution by describing defects and validating fixes • Identify documentation errors and suggest corrections and improvements • Build effective client relationships, manage difficult situations, influence decision-makers, mentor less-experienced colleagues, and contribute to the Best Practices library

🎯 Requirements

• 5 plus years' experience supporting or implementing wealth management solutions within a wealth management firm or a software provider • Experience with managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable • Strong knowledge of wealth management industry practices • Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, rebalancing, and trading workflows • Basic command of SQL and understanding of relational databases • Familiarity with FIX or similar protocols is a plus • Strong record of client service • Ability to work within a team environment and provide high-quality service • Strong verbal and written communication skills • Strong problem-solving skills and root cause analysis ability • Strong time management skills, including managing multiple projects in parallel • Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science • Ability to travel to client sites throughout the United States and Canada • Ability to work effectively when remote from clients

🏖️ Benefits

• Inclusive development opportunities • Flexible work-life support • Paid volunteer days • Vibrant employee networks • Ability to work effectively when remote from clients