Overview
On Site
53.09/hr - 59.82/hr
Full Time
Skills
Marketing Operations
FAS
Defect Management
Test Plans
Test Cases
Test Scripts
Management
Collaboration
IT Operations
Test Strategy
Leadership
Supervision
Testing
Documentation
Training
Risk Management
Customer Experience
Business Operations
FOCUS
Test Methods
Defect Tracking
Automated Testing
Portfolio Management
APL
Fiserv
Analytical Skill
Attention To Detail
Conflict Resolution
Problem Solving
Communication
Reporting
Risk Assessment
Finance
Wealth Management
Quality Assurance
Job Details
Job Title: Senior QA Analyst - Managed Accounts
Location: St Louis, MO or Charlotte NC
Job Type: Contract
Duration: 1 year
Job Overview:
We are seeking an experienced Senior QA Analyst to support a high-profile initiative. This initiative will allow Financial Advisors (FAs) to integrate their own models with external investment strategies to manage client assets more effectively. The role will focus on testing development work done by our vendor, and internal applications/processes to ensure high-quality code and minimal risk.
The ideal candidate will have a strong background in SMA/UMA/Managed Account platforms and expertise in test strategy development, execution, and defect management. Experience with APL, Fiserv, and InvestCloud is preferred.
Key Responsibilities:
If you have a passion for QA, managed accounts, and investment technology, and you thrive in a fast-paced, collaborative environment, we encourage you to apply!
Location: St Louis, MO or Charlotte NC
Job Type: Contract
Duration: 1 year
Job Overview:
We are seeking an experienced Senior QA Analyst to support a high-profile initiative. This initiative will allow Financial Advisors (FAs) to integrate their own models with external investment strategies to manage client assets more effectively. The role will focus on testing development work done by our vendor, and internal applications/processes to ensure high-quality code and minimal risk.
The ideal candidate will have a strong background in SMA/UMA/Managed Account platforms and expertise in test strategy development, execution, and defect management. Experience with APL, Fiserv, and InvestCloud is preferred.
Key Responsibilities:
- Develop, prioritize, and execute test plans, test cases, and test scripts for managed account technology solutions.
- Identify, document, manage, and resolve defects in collaboration with internal teams and vendors.
- Partner with technology, operations, and business teams to define and implement the testing strategy, ensuring robust coverage and high-quality delivery.
- Provide structured status updates and insights on testing progress, risks, and defect resolution to leadership.
- Work independently with minimal supervision, ensuring testing timelines and deliverables are met.
- Assist in creating documentation, training materials, and other project-related artifacts as needed.
- Support strategic initiatives around risk mitigation, efficiency improvements, and customer experience within the Managed Accounts space.
- 4+ years of experience in Quality Assurance, Business Operations, Management Consulting, or Strategy Consulting with a focus on investment/wealth management platforms.
- Hands-on experience with testing methodologies, defect tracking, and test automation (where applicable).
- Strong knowledge of SMA/UMA/Managed Accounts, including portfolio management and advisory platforms.
- Experience with industry platforms such as APL, Fiserv, and InvestCloud is preferred.
- Ability to work cross-functionally with technology, product, and business stakeholders.
- Strong analytical skills and attention to detail, with a structured approach to problem-solving.
- Excellent communication and reporting skills to provide clear status updates and risk assessments.
- Opportunity to work on a high-profile, strategic initiative that impacts Financial Advisors and their clients.
- Exposure to cutting-edge investment technology solutions within the wealth management space.
- Collaborative work environment with a team of industry experts and leading technology vendors.
- Competitive compensation and potential for long-term career growth in investment technology.
If you have a passion for QA, managed accounts, and investment technology, and you thrive in a fast-paced, collaborative environment, we encourage you to apply!
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.