✨ About The Role
- The VP will be responsible for developing systems and processes to support discretionary SMA services.
- This role involves complex project planning and management across various teams and external parties.
- The candidate will assess and recommend technologies for the service delivery ecosystem.
- Responsibilities include operationalizing the service delivery model and transitioning from development to daily operations.
- The role requires documentation and implementation of operational policies and procedures within corporate risk frameworks.
âš¡ Requirements
- The ideal candidate will have over 10 years of experience in wealth management and managed accounts.
- A strong background in asset servicing, particularly within wealth management or managed accounts, is essential.
- The candidate should possess a proven track record in defining business requirements related to system integration and workflow design.
- Excellent interpersonal and communication skills are necessary to interact effectively at all organizational levels.
- Experience with Charles River IMS, SQL, and MS SQL Server software is preferred.