Wealth Management Consultant
Job Summary
Seeking a full-time remote Wealth Management Consultant, the ideal candidate will lead custodial data integration initiatives, optimize Salesforce CRM workflows, and independently manage deliverables while collaborating with various teams.
Key responsibilities
- Lead custodial data integration from requirements gathering through implementation and testing
- Design and optimize Salesforce CRM workflows to enhance wealth management operations
- Collaborate with stakeholders to gather requirements and deliver scalable solutions
Required qualifications
- 10-12 years of experience in financial services, specifically in Wealth Management/RIA environments
- Hands-on experience with custodial data integration using Tamarac
- Proficiency in Salesforce CRM, preferably Financial Services Cloud
- Strong ability to translate operational requirements into efficient data and CRM workflows
- Demonstrated skills in troubleshooting data discrepancies and integration issues
Complete Job Description
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