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Good understanding of Wealth Management Technology Ecosystem encompassing product vendors and platforms like FIS, SEI, Broadridge, Salesforce, Envestnet, Linedata etc. Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc.
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Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience. Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.
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As a Trust Officer, you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts.
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System / Application experience - Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, LoanIQ. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement.
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Supporting the Relationship Manager with oversight of client relationships. Defining and building individualized career pathing for our staff including leadership, project related, client relationship, operations and analytics roles.
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HarmonyTech is seeking an experienced DevSecOps Engineer to support our client in the Federal financial regulatory environment. SEI-CMMI and NIST experience. The DevSecOps Engineer will be responsible for the deployment and release management processes, setup of continuous integration, and continuous delivery (CI/CD) pipeline for all code and infrastructure.
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Good working knowledge of industry standards, safety standards, and current civil and structural engineering design codes including but not limited to, construction and maintenance practices, ASCE, ACI, AISC, SEI, ANSI, ASTM, Internal Building Code.
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Our client is an Indian multinational provider of information technology (IT), networking technology solutions and Business (BPO) to the telecommunications industry. Assessed at SEI CMMi Level 5, its software headcount stood at 72,952, BPO at 22,693 and support at 7,636 at the end of the financial year 2015.
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Intermediate+ level knowledge and understanding to support research and ability to apply concepts, of the Software Engineering Institute's (SEI) Capability Maturity Model Integration (CMMI) The Information Technology Investment Fund (ITIF) is a special fund appropriated by the Legislature to enable a public sector client to modernize and deploy various critical IT systems throughout the State.
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Bachelor’s degree and a minimum of 4 years' relevant work experience with direct client contact, OR in lieu of a degree, a combined minimum of 7years’ higher education and/or work experience, including a minimum of 3 years’ relevant work experience with direct client contact.
$66,979.45 - $111,632.42 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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FINRA Series SEI, 7 & 66 (or ability to obtain these within 6 months of employment) The Columbia Market is one of our fastest growing areas and in need of a financial advisor to serve our expanding client base.
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Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment. Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk.
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Must effectively communicate with SEI Staff, Client, GDOT Staff, and contractors on jobsites. Effectively coordinate with various internal SEI staff and departments to meet project’s goals.
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Client maintains P-CMM and SEI-CMM Level 5 assessments from an independent third-party assessor, was recently named one of Forbes' Best Small Companies in America for the fourth consecutive year, and ranked among the top information technology companies in Business Week's Hot Growth Companies.
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Ensure client records are accurate to preserve system integrity and provide guidance to the necessary parties within the Bank when action is required, including BSA Specialists, Relationship Managers, on various Bank systems (ESB, RCIF, SEI, AAD, NetQuery, RUMBA, Ammo.
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