Advisory Services Manager--Wealth Management - (US-NY-New York)

Advisory Services Manager--Wealth Management - (US-NY-New York)

Minimum Education: Bachelors
Job Type: Full Time
Jobcode: EJFJA10

50 - 70% Travel 
• Advise clients on a variety of business process issues that help identify, assess, manage and measure the organization's capabilities. Use business process, organizational and technology capabilities and knowledge across several of the following domain areas: Retail Brokerage, Traditional Wealth Management – Financial Advisors, Retirement/Pension/Trust or Private Banking 

• Leverage industry acumen to bring wealth management leading practices coupled with technology solutions to clients in: 
o Client and Advisor Services 
 Sales and Marketing/Prospecting 
 Product Development (asset classes, managed accounts – SMA, UMA, mutual funds, etc.) 
 Financial Planning/Goals Analysis – FA workstation/tools, modeling 
 Portfolio Construction and Execution 
o Front Office/Middle Office 
 Order/Trade Management 
 Securities Processing and Operational Efficiencies 
 Cash Management/Money Movement 
o Back Office 
 Accounting and Reporting 
 Compliance and Regulatory Reporting 
 Reference Data 

Technology Solution Enablement Focus: 
• Manage project teams through all phases of the systems development life cycle 
• Lend subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements. 
• Team with client technology professionals, and/or third-party strategic alliances 
• Participate in engagement management, engagement execution and reporting, and client relationship building and management. 

Qualifications 
To qualify, candidates must have: 
• A Bachelor's degree i 
• A minimum of five (5) years of experience working at a financial services company or comparable experience working as an advisor to a financial services company. 
• Experience working in a wealth management/retail brokerage, broker/dealer, registered investment advisor, and/or private banking firm/company or as a Management Consultant in one of these companies. 
• Demonstrated ability to manage and supervise a team through all phases of the technology life cycle 
• Willingness and ability to travel approximately 50%-70% 
• Experience in the following areas: 
o Target operating model strategy and application system design 
o High level business requirements 
o System selection and Proof of concept 
o Definition of detailed business and functional requirements 
o Definition of technical architecture requirements: application and data 
o Development support and management 
o Conversion strategy and execution (data requirements, mapping, reconciliation, etc) 
o Testing strategy and execution (application, integration, UAT/QA, parallel, and business readiness, etc) 
o Implementation and post-rollout support (training, transition, etc) 
o Business and IT process reengineering 
o Program/project management and implementation planning (PMO) 
• Previous Project experiences in: 
o Target operating model and strategic roadmap/planning 
o Package implementation and integration 
o Custom development and integration 
o Complex Transformation management and planning (Mergers and Acquisitions) 

• Previous Application/Package experience in any of the following: 
o Siebel/Salesforce.com 
o Thompson Beta 
o Sungard 
o Odyssey 
o Charles River 
o Broadridge ADP 
o SEI Trust 3000/GWM 
o Vestmark 
o Checkfree APL 
o Eagle Star/Pace 

Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. 

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES. 

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