Project Manager
Need a PM/BA to work on more Data Intensive Wealth Management systems examining the trends and patterns of financial advisors' customers in order to advance their business with their clientele.
Need to examine service insights, along with which clients are driving the highest revenue and many other ideas to support FAs.
Have a strong preference for those PM/BAs having initially come up the ranks for initially being a Financial Advisor themselves.
Role will center more heavily on the PM side of the fence with support as a BA.
Best to have come from online Wealth Management or Advisor Workstation domain.
Project Manager Recommended Skills Finance Wealth Management Workstations Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
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on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3r8525ym8rd4z17yhy', 'ExternalApply-j3r8525ym8rd4z17yhy'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
Need to examine service insights, along with which clients are driving the highest revenue and many other ideas to support FAs.
Have a strong preference for those PM/BAs having initially come up the ranks for initially being a Financial Advisor themselves.
Role will center more heavily on the PM side of the fence with support as a BA.
Best to have come from online Wealth Management or Advisor Workstation domain.
Project Manager Recommended Skills Finance Wealth Management Workstations Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3r8525ym8rd4z17yhy', 'ExternalApply-j3r8525ym8rd4z17yhy'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
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