AWM Implementation Specialist Manager



AWM Implementation Specialist Manager San Francisco, CA

Title: Asset Wealth Management Implementation Specialist, Manager
Job Type: Permanent, Full-Time
Primary Location: California Preferred (Major Cities)

The Challenge:
Our client is seeking an Asset Wealth Management Implementation Specialist who will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

Duties and Responsibilities:
Develop new skills outside of comfort zone.
Act to resolve issues which prevent the team working effectively.
Coach others, recognize their strengths, and encourage them to take ownership of their personal development.
Analyze complex ideas or proposals and build a range of meaningful recommendations.
Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
Address sub-standard work or work that does not meet firm’s/client’s expectations.
Use data and insights to inform conclusions and support decision-making.
Develop a point of view on key global trends, and how they impact clients.
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
Simplify complex messages, highlighting and summarizing key points.
Uphold the firm’s code of ethics and business conduct.

Essential Skills and Requirements:
Minimum years of related experience: 5+ years
Demonstrates thorough abilities and/or a proven record of success in working with business stakeholders in understanding their business needs including:
Understanding of front, middle and back office processes, within asset and wealth management; preferably a wealth manager / RIA firm (e.g., life of a trade, life of an account)
Order management, order management systems
Portfolio Accounting
Performance Measurement/Reporting
Client Reporting/Statements
Familiarity with Charles River and SS&C, and/or comparable firms such as SEI, Broadridge, Envestnet, Tamarac, Orion, Linedata / Longview
Demonstrates thorough knowledge and understanding of platform implementation experience in the following areas:
Business Requirements Analysis/Business Process Redesign
Systems Analysis/Functional Specification Documentation/Wireframe Creation
Data Management (source-to-target mappings, data modeling, data blending, ETL, etc.)
Configuration Experience – UI, Reports, etc. Testing – QA/UAT Project Management
Demonstrates thorough abilities and/or a proven record of success as a team leader including:
Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of the team members;
Providing candid and meaningful feedback in a timely manner;
Keeping leadership informed of progress and issues; and,
Answering questions and providing direction to less-experienced staff.
Demonstrates proven abilities and success working collaboratively and independently to address client needs by:
Facilitating workshop/meeting including remote facilitation;
Managing workstream(s) or small team engagements;
Participating in client discussions and meetings actively;
Communicating a broad range of offered consulting services;
Preparing concise, accurate documents, including utilizing PC applications including
Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to
prospective clients; and,
Maintaining project economics while maintaining flexibility for unanticipated issues.
Preferred technical skills including but not limited to the following:
Demonstrating experience Jira and Confluence
Demonstrating agile software development experience.


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