Job Details

Pay Rate Range: $ 50.38 - 53.03/hr.
GBaMS ReqID: 10329347

Job Description:

Key Responsibilities:
- Product Expertise Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
- Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support.
- Program Leadership Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance.
- Stakeholder Engagement Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements .

Skills Qualifications:
- Technical Acumen Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications.
- Analytical Thinking Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients .
- Communication Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders.

Certifications:
- Preferred certifications include CFA, CFP, FRM, or other financial industry credentials that validate domain expertise .

Skills: Category Name Required Importance Experience SkillCategoryTest1_MN Business Analysis Yes 1 4-7 years