Product Manager – Wealth Management
RMS IT Solutions Inc
Dice Job Match Score™
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Job Details
Skills
- Billing
- Brokerage
- Data Flow
- Recruiting
- Reporting
- SAP BASIS
- Taxes
- Wealth Management
- Envestnet and Pershing implementations.
Summary
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 transfers, cash sweep, cost basis, and tax lots.
Wrap and advisory fee billing.
Looking for someone with deep wealth management expertise and practical implementation experience.
- Dice Id: 91130373
- Position Id: 9138008
- Posted 1 hour ago
Company Info
About RMS IT Solutions Inc
RMS IT is an exceptional service provider in various domains like IT Product Development, IT Staffing Services, Government & Federal services, NON – IT Services & Immigration processing. We have a team who are aggressive towards the company’s goal to build their customer ambition to next level by providing a unique workforce to get fix the work in TIME FRAME (JIT).
We are looking to change the dimension of workforce with a new strategies, Innovation theories to reach the clients or customers expectation, which prompt us towards valued organization.
RMS IT Managing Directors are well versed, time proven, experienced from two decades into the business arena in numerous fields which promote our workforce “ get-set-and-go ” into the new beginnings of each & every customer’s vision with whom we are associated in restoring and having faith.
