
RMS IT Solutions Inc
Remote
•
Today
Hiring: Product Manager Wealth Management Location: Remote Key Requirements: Hands-on experience in Envestnet and Pershing implementations. Strong understanding of wealth management and brokerage operations. Experience with data flows, trade processing, settlement, and reconciliation. Knowledge of client reporting, tax documents, fee billing, and account operations. Experience with managed accounts or robo-advisory platforms preferred. Nice to Have: Pershing file feeds and NetX360. ACAT trans
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