Description:
∙MBA degree from a recognized institution.
∙Prior experience in the Capital Markets Industry/Consulting with Capital Markets clients
∙At least 11 years of post-MBA experience in a wealth management firm, with a focus on
wealth management platform implementation.
∙Proficiency in wealth management platforms such as Avaloq, Broadridge, W360,
Multifonds, Triple A plus, SEI Wealth, InvestCloud etc. Familiarity with the features,
functionalities, and best practices of these platforms is essential.
∙Extensive experience working on data management projects, including data strategy, data
governance, data controls, and data lineage specifically in the area of wealth
management.
∙Knowledge about the evolving landscape of robo-advisory technologies, including
algorithmic trading, portfolio optimization algorithms, and client-facing digital interfaces.
Utilize this knowledge to advise on the implementation and integration of robo-advisory
features within wealth management platforms to enhance client offerings and operational
efficiency.
∙Strong project management skills with the ability to lead and manage complex wealth
management platform implementation projects from initiation to completion.
∙Proven ability to effectively engage and manage relationships with internal stakeholders,
external vendors, and clients throughout the implementation process.
∙Understanding of regulatory requirements and compliance standards related to wealth
management platforms and data management in the financial services industry.
∙Stay abreast of the latest technologies, trends, and innovations in the wealth management
space. This includes advancements in fintech solutions, artificial intelligence, machine
learning, blockchain, and data analytics relevant to wealth management platform
implementation.