The WM Platform Sr. Associate has a responsibility to participate in the development, implementation and ongoing support for the Wealth Management (WM) technology platform. This individual is heavily involved in, and will at times lead, the implementation of new systems as well as development and ongoing support for the WM technology platform going forward. This position is involved in implementing our platform strategy and managing integrations between internal and external systems. This will include integrations with other WM tools, reporting, dashboards, and analytics framework to measure business growth, marketing/sales activities and customer relationships. Responsibilities include analysis, design and implementation of system upgrades and enhancements. In addition, this role will provide vendor management and advisor/field support and will manage vendor technical relationships closely to understand and provide solutions that will best fit future needs. This position will require excellent written and oral communication skills and be able to work, collaborate and coordinate between technical and non-technical people within the firm.
Lead effort to manage RSM WM and IT resources to develop and implement the Wealth Management technology platform. Work with field and internal business partners to develop workflows and policies/procedures to enhance compliance, drive consistent processes and operational effectiveness
Manage vendor technical relationship closely to understand and provide solutions that will best fit current and future needs
Ensure data integrity across systems, including data integrations
Create and operationalize efficient solutions to improve and automate workflows, reporting, real-time dashboards, and analytics capabilities. Project management duties will be required
Subject Matter Expert responsible for current systems as well as identification of enhancement opportunities or new technology considerations
Training and support: Provide initial and ongoing training and end-user support
Strong interpersonal skills
Attention to detail
Critical thinking – problem solving skills
In depth understanding of industry tools
In depth understanding of Black Diamond and eMoney
Understanding of Investment Advisory business
Experience with rebalancing tools
Understanding of marketing, sales and business processes
Training development and delivery
Experience managing complex projects
Ability to communicate at all levels of an organization
Decision making related to requirements, budget and priority
You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.