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Today
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 ManagementInvestment AdvisoryManaged AccountsFinancial PlanningClient Onboarding & KYCRetirement & Estate PlanningMutual Fun
Easy Apply
Third Party, Contract
Depends on Experience
