Oversee a small team of software engineers and all projects they undertake, analyze briefs, write progress reports, identify risks an develop work schedules Possess flexibility to accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

s Gain work experience in the financial services and information management fields Learn best practices for assessing and organizing large amounts of specialized data Gain insights into how to successfully collaborate within a cross functional and dynamic organization Responsibilities Identify areas for additional resources and content during training Enhance current Knowl

Understand and document business opportunities, primarily with new features and projects Assist with project management for selected projects especially in scoping, timing, other up front efforts Coordinate with different departmental teams to Review business processes and recommend improvements Convert features into smaller user stories Write clear and well structured bu

Support the consultative process for the Wealth Management platform and service offerings by partnering with a Regional Consultant(s) (external wholesaler). Partnerships are determined by the amount of AUM and the number of advisors of the Regional Consultant. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportu

Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve products and sales materials and collateral Other duties as assigned Knowledge, Skills, and Abilities Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insu

Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Efficient and timely execution of all platform activity in equities, fixed income and mutual funds Develop and execute pre and post trade analytics Conduct research and analysis on various securities to assess their liquidity, trading volumes, and execution risks. Evaluate counterparty performance relative to firm benchmarks Ownership and understanding of order routing an

Develop and execute end to end email marketing campaigns, encompassing conceptualization, design, segmentation, and deployment Assist in the creation and implementation of personalized email marketing strategies Implement A/B testing strategies to optimize email performance Ensure strict adherence to email marketing best practices, industry regulations, and CAN SPAM laws

Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions, using financial education, complex calculations, and deep personalization as a basis for client engagement. Our clients include many of the world's leading banks, private banks, wealth management firms, life and annuity companies, and employee benefit provider

Design, develop, and optimize SQL queries and stored procedures for data extraction, transformation, and loading (ETL) processes. Collaborate with data analysts and other stakeholders to understand data requirements and translate them into efficient SQL solutions. Implement and maintain data pipelines for data integration from various sources into our data warehouse. Deve

Perform quality control reviews of the Custody Operations activities and procedure documentation Oversee, own and be able to perform at least one core custody operations process; to include training, workflow management, procedure documentation and measuring KPI metrics Responsible for achieving all KPI metrics and ensuring SLA's are met for a core custody operations proc

Oversee a small team of software engineers and all projects they undertake, analyze briefs, write progress reports, identify risks an develop work schedules Possess flexibility to accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

Responsible for day to to day, ongoing maintenance and process tasks within the system including dimensions, levels, accounts, versions, sheets, reports, integrations, etc. Partner with FP&A leaders and other stakeholders to help drive the successful utilization of the Adaptive platform Serve as a liaison between FP&A team, Workday, and our third party Adaptive Planning s