Wealth Conversion SME/Business Readiness associate

Newark, NJ

Posted: 12/12/2018 Industry: FIN Consulting Job Number: 11673937
Client is hiring a Wealth Conversion SME/Business Readiness associate. This individual will conduct client conversion and requirements gathering activities as a member of our GTO organization. In this role, you will also have a high degree of client interaction and exposure to multiple functional groups within Client.
As the Wealth Conversion SME/Business Readiness associate, you will contribute to execution of Client's Wealth Solutions conversion projects and strategic plan.
  • Contribute to the evaluation and execution of Front Office Wealth Solutions conversions and development projects from a business unit and product management perspective.
  • Experience in requirement gathering and the writing of FRDs/BRDs for UX/UI for Wealth Management and Financial Advisor user groups.
  • Ability to share and articulate client feedback with the team.
  • Ability to work in team and solo situations at a high level.
  • Represent the business by conducting Business Analysis.
  • Represent the business by conducting Product Analysis.
  • Work alongside multiple cross-functional domain experts in the execution of a project plan.
  • Contribute to product strategy through a continual interaction with internal and external client groups.
  • Deliver feedback into the core product management teams.
  • May perform other duties/responsibilities as needed or assigned.
  • Candidate should have solid working knowledge of the Wealth Management and brokerage business.
  • SME in Wealth Management Front Office
  • Ability to prioritize and organize resources
  • Ability to establish and prioritize deadlines
  • Strong leadership abilities
  • Experience in the software development lifecycle
  • Ability to navigate in a matrixed organization and solid understanding of product management.
  • Client Conversion experience is a plus
  • Client systems experience a plus

Seth Friedland

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