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Wealth Management Domain Consultant - Subject Matter Expert (SME)

Toronto, ON, CA • Posted 1 day ago • Updated 2 hours ago

Contract Corp To Corp

Contract Independent

Contract W2

On-site

Depends on Experience

Fitment

Dice Job Match Score™

🔗 Matching skills to job...

Job Details

Skills

Wealth Management
Portfolio Management
Investment Advisory
Managed Accounts
Financial Planning
Client Onboarding & KYC

Summary

Key Responsibilities

Act as a Wealth Management Subject Matter Expert (SME) for business and technology initiatives.
Gather, analyze, and document business requirements, user stories, process flows, and functional specifications.
Collaborate with product, operations, and technology teams to design and implement wealth management solutions.
Provide domain guidance on:

Portfolio Management
Investment Advisory
Managed Accounts
Financial Planning
Client Onboarding & KYC
Retirement & Estate Planning
Mutual Funds, Equities, Fixed Income, ETFs, and Alternative Investments

Support digital transformation initiatives across advisor and client channels.
Participate in Agile ceremonies including sprint planning, backlog refinement, UAT support, and stakeholder reviews.
Conduct impact assessments and gap analyses for business process changes.
Define business rules, workflows, and data requirements.
Assist QA and UAT teams in validating business requirements and test scenarios.

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.

Dice Id: 90859492
Position Id: 9052464
Posted 1 day ago

Contact the job poster

Kumar Sai

Recruiter @ SumasEdge Corporation

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