Base: $98,200.00 – $166,980.00; bonus/equity: not ...
Hybrid
5-8 years wealth management experience
Securities processing lifecycle knowledge
Jira proficiency
The role involves supporting the communication of strategy and roadmap within the Client Reporting area while ensuring product goals are effectively conveyed to teams and clients
Job Summary
The role involves supporting the communication of strategy and roadmap within the Client Reporting area while ensuring product goals are effectively conveyed to teams and clients.
Candidates must possess deep knowledge of the end-to-end securities processing lifecycle, including order entry, trade clearance, settlement, and custody.
The position offers a competitive salary range of $98,200.00 – $166,980.00 along with flexible hybrid work arrangements requiring two days in-office.
Matching Summary
The role involves supporting the communication of strategy and roadmap within the Client Reporting area while ensuring product goals are effectively conveyed to teams and clients.
Salary
Base: $98,200.00 – $166,980.00; Bonus/Equity: Not specified; Benefits: Competitive salary and benefits package
Skills & Requirements
Must-have
5-8 years wealth management experience
Securities processing lifecycle knowledge
Jira proficiency
Scaled Agile Framework experience
Client stakeholder management
Nice-to-have
Experience with integrated financial systems
Regulatory compliance awareness SEC FINRA
Data management framework familiarity
UI behavior translation from data flows
User conference participation
Key Requirements
5-8+ years in wealth management or brokerage platforms
3+ years proficiency in Jira
2+ years experience in scaled agile frameworks
Understanding of retail brokerage trading workflows