Offer summary

Qualifications:

13-18 years of experience in Wealth Management firms in the U.S. market., In-depth knowledge of Tax Lot Accounting, Trust Accounting, and Investment Products., Strong communication skills, both written and oral., Familiarity with industry practices, regulations, and tax processing in the U.S. market..

Key responsabilities:

Act as a Subject Matter Expert (SME) to develop solutions in Tax Lot Accounting and Trust Accounting.

Provide solutions for tax computation and reporting for securities in North America.

Collaborate with Product Engineering and Testing teams to validate developed solutions.

Travel across the U.S. and Canada for client engagements and implementations.

Job description

Product Specialist - Wealth Management SME

Wealth tech product manager.

Financial Services

Location: The person can be located anywhere in the US.

Travel: Travel will be 25% and all across US and Canada.

Experience: 13 18 years of experience

Professional with in-depth experience of working with Wealth Management firms in U.S. Market in the core areas

Tax Lots Accounting
Investment Accounting
CBRS (Cost Basis Reporting Service)
Fixed Income Processing
Trust Accounting
Discretionary Portfolio Management

In-depth understanding & experience in Investment Products as below:

Asset Classes in Securities
Funds
Loans / Deposits : Banking Products

Must Have Qualifications:-

Ability to work as SME to develop solutions in Tax Lot Accounting or Trust Accounting area for customers on a pro-active basis or as part of Implementations.
Ability to give solutions on Tax computation / reporting for Securities in North America.
Work with the Product Engineering and Testing teams to validate the solutions developed.
Overall understanding of the Wealth Management Solution Landscape and inter dependencies.
Willingness to travel

Good to Have: -

Work experience with a Wealth Management / Private Banking solution provider will be an added advantage.
Expertise / Familiarity or knowledge of Industry Practices, Regulations & Tax Processing in U.S. Market will be an added advantage.
Strong communication skills - written and oral

All offers of employment extended to applicants will be conditional and will require, among other things, that the recipient of the offer of employment submit proof that s/he is fully vaccinated at that time or will submit such proof prior to determining a start date. Individuals with medical issues or sincere religious beliefs that prevent them from getting the vaccine may request an exemption from the vaccine requirement. To the extent State legislation or executive action purports to limit ability to require vaccination for individuals who object on a basis other than medical issues or sincere religious beliefs, individual requests for an exception to generally applicable vaccination policy pursuant to relevant State regulation will be evaluated on a case-by-case basis. Individuals who receive an exemption from vaccination for any reason may be required to comply with other Covid precautions.

Required profile