Remote Position
[Remote] Senior Wealth Management Consultant
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Visionary Innovative Technology Solutions LLC is seeking a Senior Wealth Management Consultant with extensive experience in wealth management and enterprise platforms. The role focuses on wealth and investment operations, data analysis and transformation, platform integrations, and business analysis.
Skills
- 12–15 years of experience in wealth management, asset management, capital markets, or financial services
- Minimum 5 years of experience working with enterprise wealth management platforms
- Strong understanding of wealth management and investment operations
- Experience with data analysis, data mapping, data transformation, and reconciliation
- Knowledge of data governance, data quality, and wealth platform integrations
- Strong business analysis, requirements management, and functional consulting skills
Company Overview