Wealth Management Consultant

FULL TIME

Jersey City, NJ/ New York/ Dallas TX - Onsite

Job Description

Skill: Wealth Management Consultant

Key Responsibilities:

• Collaborate with senior leadership to develop and translate the strategic vision into business requirements.
• Facilitate design sessions to document the business requirements.
• Help Development teams executing the strategic requirements.
• Provide overall coordination & implementation of wealth management system solutions and enhancements in line with the strategic vision.
• Utilize excellent communication skills to be the key point of contact with both senior management and development teams.

Expectations:

• Work experience ideally with specialized knowledge related to wealth management, program management, software development, and agile program management.
• Working knowledge in Banking and financial Services/Insurance industry and specialized knowledge in E2E Private banking, Asset Management/Investment management, Commercial banking areas.
• Excellent communication skills and ability to interact with client senior management.
• Understanding of agile methodologies and translating business requirement to developers.
• Strong analytical skills with an acute attention to detail.
• The ability to work independently and in an organized manner.
• Strong quantitative aptitude and qualitative reasoning coupled with strong verbal and written communication skills.
• Regular work hours with slight flexibility to collaborate with colleagues and clients in different time zones.

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Job Type: Full-time

Pay: $82,861.58 - $130,790.29 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Application Question(s):

• Are you open to relocate?
• Please Mention your Work Authorization (USC OR GC OR OPT)?

Experience:

• Commercial banking: 6 years (Preferred)
• Asset Management/Investment management: 6 years (Preferred)
• E2E Private banking: 4 years (Preferred)
• Banking and financial Services/Insurance industry: 4 years (Preferred)
• Agile: 5 years (Preferred)
• Finance: 4 years (Preferred)
• Program Management: 6 years (Preferred)

Ability to Commute:

• Dallas, TX (Preferred)

Ability to Relocate:

• Dallas, TX: Relocate before starting work (Required)

Work Location: On the road