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

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

Minimum Education: Bachelors
Job Type: Full Time
Jobcode: EJFJA13

50 -70% Travel Required 
• 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/Broker Dealer, Traditional Wealth Management – Financial Advisors, Retirement/Pension/Trust, Private Banking 

• Leverage industry acumen to bring wealth management leading practices coupled with technology solutions 

Technology Solution Enablement Focus: 
• Manage project teams through all phases of the systems development life cycle 
• Lend specific subject matter knowledge to the design and integration phase of each project 
• Team with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solutions. 
• Participate in engagement management, engagement execution and reporting, and client relationship building and management. 

Candidate must have extensive prior experience in development and creation of new business opportunities. 

Qualifications 
To qualify, candidates must have: 
• A Bachelor's degree 
• A minimum of eight (8) 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 of technology advisors through all phases of the technology life cycle, 
• Strong written and verbal communication, presentation, client service and technical writing skills 
• Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies 
• 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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