∙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.
People First is a niche talent sourcing and learning and development consulting firm in service since 1995. Our vision is to evolve and inspire evolution in organisations and institutions to journey to their ‘next orbit’ in terms of people, culture, learning, process, product and services.
We fulfil our vision through our solutions to enable talent-hiring through holistic fitment methodologies, to coach leaders to inspire individual & organisational change; to transform educational spaces; and to map leader’s inner journeys of evolution and change.
At People First, we believe our highest purpose is to experience work as a holistic transformative experience and offer essay structure types services that uphold insight, inspiration, and innovation rooted in-depth, quality and ethics.
We strive to maintain a nurturing online college homework-help culture where integrity, authenticity, individuality and growth are honoured along with the fulfilment of the organisation’s purpose, vision, values and goals.
Our core values make us who we are. We are a niche firm united by a strong set of five guiding principles- originality, integrity, congruence, co-creation and fulfilling partnerships. Our achievements easy demonstration speech ideas are built on a solid foundation of core values that inspire action, teamwork and excellence.