Senior Operations Consultant - Investment Information Management
Core
Design, develop, and implement complex products, systems, and services for Wealth Management performance operations, focusing on resolving investment performance return outliers and inquiries.
Role type
Senior Operations Consultant (Investment Information Management)
Builds
Performance operations processes, operational workflows, and system designs for Wealth Management
Domain
Financial Services / Wealth Management / Investment Performance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Investment performance measurement, Wealth management products knowledge, Operational metrics management, Process improvement, Strategic roadmap design, Stakeholder management, Root cause analysis, Risk management, Critical thinking, Data source management
Preferred skills
Continuing education in data analytics or operational excellence
Technologies
None explicitly stated
Responsibilities
Lead design and implementation of complex products and systems; Manage projects and direct team activities for special initiatives; Establish and monitor KPIs to drive continuous improvement; Develop operational workflows and system designs to improve efficiency and risk management; Advise as a technical expert on new complex initiatives.
Seniority
Senior, hands-on IC
