| I'm with BCI and was curious if you or someone from your network might be interested in this opportunity: Title: Consultant (Wealth Management) // 0715-003-711 Location: New York City, NY or Charlotte, NC (Openings in Both Locations) Compensation: Commensurate with experience Summary/Responsibil Global professional services firm seeks consultants at various experience levels to join their Wealth Management practice in a client-facing function, offering advisory services to top Wealth Management clients in the banking/capital markets/asset management/insuranc This group offers a wide range of services: operating model design/execution; integration services for mergers/acquisition product design/development/ market/credit/ retirement/trust services; technology strategy; information management services; front and back office platform assessment/selectio lifecycle advisory services The Wealth Management Consultant will draw from industry expertise and knowledge in the following focus areas: wealth management/retail brokerage/private banking/private asset management/retireme operating models; financial advisory team models; financial advisor workstations/ models/methodologie income/UITs/ strategy/implementa tools/technologies; retirement planning platforms/models/ service delivery models and operational efficiency; business process design/development/ aggregation/ management/back office clearing/settlement All Wealth Management Consultants participate in engagement management/executio mentorship/training Requirements: Bachelor's degree in business/finance/ 5 years related work experience required; MBA or MS with at least 4 years related work experience preferred 5 years experience (or less with advanced degree) at a professional services firm working as an advisor to a financial services company (internal consulting at financial services firm/vendor would qualify) required Experience working in a wealth management firm/private bank/investment management firm/capital markets firm or as a consultant to one of these companiesknowledge/ asset classes); product development; advisory model and advisor support; financial planning and advice; retirement planning/trust services; development of multi-phase roadmaps and/or operating models; regulatory/complian Demonstrated ability to manage/supervise a team through all phases of the initiative life cyclesuccessful candidates should possess strong knowledge of and experience in supervising/ based on proven project management methodologies Strong written/verbal communication, presentation, client service and technical writing skills Strong interest in developing industry and content expertise in Wealth Management including emerging issues, regulations, industry practices, and technologies Project lifecycle experience with: business requirements; business/technology architecture design; business/IT process reengineering; program/project management and implementation planning (PMO); system selection/implement quality assurance/testing Previous project experiences in: implementing front office wealth management advisory platforms; implementing financial/retiremen implementing operational risk technology; evaluating/selectin spectrum of wealth management point solutions; architecting complex/comprehensi solutions Application/ Workstations (Thomson/SunGard/ (Eagle/DST/Investme Thompson/Broadridge Must be willing and able to travel approximately 50-70% Interested parties should email me a copy of their resume as a .DOC Thank you, Tamara Polansky BCI - Financial Services Recruiting 10 S. Wacker Dr., Suite 1250 Chicago, IL 60606 (312) 460-8111 x117 tamara@brokeragecon www.brokerageconsul MIS Ntwk Assoc Mtg Dates: June 1 No mtg June 8th - Tues - Bring 20 copies of your resume - 6 pm - NEW LOCATION - BERMAN LARSON KANE (BLK) 12 Route 17 North, Suite 209 Paramus, New Jersey 07652 - Do not use GPS - go to BLK site for directions - 201.909.0906 - plan to have dinner with us afterwards June 29th - Recruiter Night Out Dinner mtg - Joe Gadino CSC Moderator - Diane Briggs KPMG - Joe Stefanelli Mitchell/Martin - John McKinley Morotta Controls |
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