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Wealth Management/ Brokerage
Ref No.: 18-07212
Location: St. Louis, MO, Missouri
Job description:
  • 7+ years of experience
  • Primary skills: excellent communication and client management, individual leading capability to initiate project, prepare business case, lead business and systems analysis, worked on SDLC projects end to end, exposure to agile, very good with PowerPoint, MS Excel other software for work. Should be able to drive process modeling, rationalization, requirements analysis & gathering, design, help during development, perform testing, end user training, documentation, support for users. Conversant with all standard analysis tasks and deliverables for an application build. Worked on case management and workflows.
  • Primary experience: worked in wealth management/ brokerage domain, project experience on case management, workflows, processes & operations at financial services firms. Good understanding of middle and back office operations. Exposure to front office operations at wealth managers – e.g. trading, account opening, portfolio management, financial planning, et al.