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Senior Consultant, Wealth Management Software Implementation
Company | State Street |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-06-14 |
Posted at | 11 months ago |
What We Are Looking For
- Educate clients on the functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
- Serve as subject-matter expert in wealth management implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live.
- Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
- Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
- Contribute to software quality by clearly communicating defects to Technical Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.
- Analyze and evaluate client requirements in order to help Charles River respond to sales opportunities. Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
- Strong time management skills including the ability to manage multiple projects in parallel.
- 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.
- Team player who shares knowledge and experience openly. Takes initiative to keep other team members informed by contributing to “Best Practices” library. Mentor less-experienced colleagues while leveraging the expertise of more-experienced colleagues.
- Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.
- A strong record of client service. Senior Consultants must understand client needs and build effective relationships. Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.
- 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, and rebalancing, trading, performance reporting workflows.
- Strong problem solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.
- Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner.
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