Wealth Management Operations Specialist - Remote

Overview

This is a hybrid role focused on wealth management and investment management operations, requiring expertise in trade life cycle and various technical skills.

In Short

• Hybrid role in the Los Angeles area
• Experience in wealth management and investment management/operations
• Knowledge of Charles River Development (CRD) tool is essential
• Experience managing product lifecycles from conceptualization to production
• Hands-on experience with Agile methodologies
• Strong communication skills for cross-functional collaboration
• Ability to work in a fast-paced environment
• Familiarity with AWS (S3, EKS, Containerisation)
• Python knowledge is a plus
• Strong SQL skills required

Requirements

• Experience in wealth management and investment management/operations
• Proficiency in Charles River Development (CRD)
• Experience with product lifecycle management
• Hands-on experience with Agile methodologies
• Strong communication skills
• Ability to multitask and learn new technologies
• Familiarity with AWS services
• Knowledge of Python is beneficial
• Strong SQL skills

Benefits

• Opportunity to work in a hybrid environment
• Engagement with cross-functional teams
• Exposure to advanced financial tools and technologies
• Professional growth in wealth management
• Dynamic and fast-paced work environment