(Senior) Consultant (m/w/d) | Wealth Tech
Core
Senior consultant bridging wealth controlling, accounting, asset management, and IT to help clients map and evaluate complex assets on the QPLIX Q financial platform.
Role type
Senior IC wealth-tech consultant
Builds
QPLIX Q financial platform for Family Offices and institutional clients
Domain
WealthTech / Financial Services
Deliverable
client delivery
Required skills
Project leadership, understanding of asset classes and accounting, MS Excel proficiency, process redesign, client training
Preferred skills
Experience in investment management, controlling, auditing, or banking, affinity for new technologies
Technologies
QPLIX Q platform, MS Office
Responsibilities
Lead onboarding projects for new clients, act as primary contact for cross-functional project members, develop customer-oriented solutions, collaborate with engineering on new platform features, train clients and colleagues
Seniority
Senior, hands-on IC
