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Advisory Services --Wealth Management--Multiple Positions - (US-MO-St. Louis)

Advisory Services --Wealth Management--Multiple Positions - (US-MO-St. Louis)

Compensation: $80K - $250K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: EJFJA15

50 - 70% Travel Required 

Wealth Management practitioners are client facing roles working with the top 50 Wealth Management firms in the US and advise clients on a variety of business issues that help identify, assess, manage, measure and transform the organization's performance and capabilities. They use industry experience, business process skills, organizational and technology capabilities and knowledge across several of the following focus areas: 

All Wealth Management professionals participate in engagement management, engagement execution and reporting, client relationship building and management, mentorship, training and development of more junior members of the practice. 

To qualify, you must have: 
a bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience 
a bachelor's degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred 
a minimum of 3+ years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company experience working in a wealth management firm, private bank, investment management firm, capital markets firm, or as a consultant in one of these companies demonstrated ability to manage and supervise a team through all phases of the initiative life cycle strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the Wealth Management area 
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% 

Wealth experience including: 
Investment products (all asset classes) 
Product development 
Advisory model and advisor support 
Financial planning and advice 
Retirement planning/trust services 
Development of multi-phase roadmaps and/or operating models 
Regulatory, compliance and risk management 
Project lifecycle experience with: 

Business Requirements 
Business and technology architecture design 
Business and IT process reengineering 
Program/project management and implementation planning (PMO) 
System selection and implementation support 
Data mapping and conversion 
Proof of concept 
Quality assurance and testing 
Previous project experiences in: 

Implementing front office wealth management advisory platforms 
Implementing financial and retirement planning platforms 
Implementing operational risk technology in a wealth management environment 
Evaluating and selecting a broad spectrum of wealth management point solutions across multiple client segments 
Architecting complex and comprehensive wealth management platforms with multiple software solutions 
Requirements and implementation in performance measurement client data, and client reporting 

Application/Package experience in any of the following: 
Financial Advisor Workstations (i.e., Thomson, SunGard, Odyssey, etc) 
Performance Measurement (i.e., Eagle, DST, Investment Scorecard, Informa) 
Back Office systems (i.e Beta Thompson, Broadridge/ADP, National Financial and Sungard) 

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

PAID RELOCATION AVAILABLE. NO VISA TRANSFERS WITH AT LEAST 2 YRS REMAINING ON YOUR H-1b. NO OVERSEAS RESUMES. NO 3RD PARTIES. 

To receive a complimentary subscription to my job search ezine, No B.S. Job Search Advice, go to www.JeffAltman.com to subscribe. Receive tweets from Twitter with job search tips – TheBigGameHuntr AND become a fan on Facebook http://goo.gl/Argw

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Advisory Services Technology Enablement--Multiple Positions - (US-NY-New York)

Advisory Services Technology Enablement--Multiple Positions - (US-NY-New York)

Compensation: $80K - $225K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: EJFJA14

To qualify, candidates must have: 
• A Bachelor's degree in computer science, engineering, accounting, finance or a related field (MBA or MS degree preferred) 
• 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. We will consider candidates with four (4) years of work experience if they possess an advanced degree. 
• 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, including requirements definition, architecture, design, development, implementation, conversion and testing 
• Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating operations with technology 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 

The successful candidate should possess strong knowledge of and experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies. It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture. 

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

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

To receive a complimentary subscription to my job search ezine, No B.S. Job Search Advice, go to www.JeffAltman.com to subscribe. Receive tweets from Twitter with job search tips – TheBigGameHuntr AND become a fan on Facebook http://goo.gl/Argw

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