Wealth and Asset Management - Black Diamond OR Addepar

Wealth and Asset Management - Black Diamond OR Addepar.

Must Have:
Black Diamond / Addepar
Family Office
Platform Engineering
Registered Investment Advisor (RIA)
Wealth Management

Nice To Have:
good communication skills
Problem Solving
Project Management

< class="blue">JOB DESCRIPTION

Platform Engineer Wealth and Asset Management RIA Technology

GENERAL FUNCTION:

Evaluate, design and implement technology solutions to build and progress technology strategies for Wealth and Asset Management . The incumbent will be the application owner responsible for selected third party, purchased software aligned with Wealth and Asset Management. Will have responsibility to work with vendor to understand upcoming changes, how the software fits into the technology roadmap and design plans to ensure business continuity and effectiveness. Understands the banks systems, how they are configured, how we need to reconfigure to meet the changes. Will work closely with the product owner to ensure user stories are defined appropriately to develop effective technology solutions.

All employees are responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience. Operating within the Bank's risk appetite, you will achieve results while consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Be the main liaison with software vendor(s) for selected systems utilized by Wealth and Asset Management
• Stay abreast of upcoming changes and enhancements in vendor s software and how those changes will impact the business.
• Work with the line of business to design solutions to incorporate software changes and effectively work with business partners to ensure effective implementation
• Understand the business technology roadmap and make recommendations on continued utilization or elimination of current third party software solutions.
• Implement and maintain new features and capabilities while continuously improving the quality of our technical products and services
• Implement and maintain new features and capabilities while continuously improving the quality of our technical
• Follow industry and organizational best practices and standards, and participate in company communities of practice to continuously refine and communicate them. Contribute to a culture of continuous improvement.
• Achieve operational excellence by automating processes and creating maintainable, supportable, and testable solutions
• Keep up with technology trends and innovations in your field(s) of practice
• Provide operational support and troubleshooting for your team s products and services
• Provide coaching, mentoring, and training for new or less experienced team members

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor s degree in a relevant technology field or equivalent combination of education and work experience
• 8 years of IT work experience relevant to the position in the Wealth and Asset Management industry, preferably with a Registered Investment Adviser and/or ultra-high net worth offering
• Strong problem-solving and communication skills
• Willingness to work in a highly-collaborative environment
• Solid understanding and significant experience with modern software development practices, tools, and/or hardware technologies
• Solid understanding of IT security best practices
• Expertise in one or more technical and/or functional domains relevant to the position
• Experience designing, implementing, and supporting complex technical solutions
• Technical skills per the specific position s requirements
• 5 years of experience with SS&C Black Diamond
• Experience with Advent APX, Wealthbox, Charles River, Fidelity Wealthscape, and Schwab Advisor Center preferred

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.