AVP ICS Bridge Team Envestnet Asset Management
The Bridge Team manages a client?s transition from Project mode to production mode. We are active participants in the entire Implementation process. Our job is to understand a client?s needs and ensure we formulate a way to support them in a production environment. This involves developing workflows, identifying and resolving gaps in processes and making sure production support teams are ready and able to support the new business.
Work as part of the project team to onboard new broker dealer and RIA clients
Work as the transition manager for broker dealer and RIA clients from implementation / conversion to standard operations and ICS / AST support
Deliver SLA document and review all SLA requirements to all B/D and RIA clients
Deliver client on site operational support at implementation
Work with the sales organization to understand the sales queue and help in setting operational expectations at point of sale
Update Internal Operations teams on projects regularly during the project lifecycle
Must be up to speed on all of the latest technology enhancements within the firm
Work very closely with the Project Managers and will take the lead on many project tasks
Conversion Support - trading cutover / planning / tracking
Work with firms to design their platform in a way that fits their support model
Provide ad-hoc training and web site demonstrations
Support the training team by providing customized training requirements based on firm needs
Bachelor?s degree or equivalent work experience preferred.
3-5 years of experience in the financial services or related industry with a client service / Operations background.
Must have working knowledge of the securities industry.
Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.
Ability to critically analyze information and make sound recommendations.
Ability to adjust to changing priorities.
Work as a member of a team with collaborative decision making.
Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities.
Strong information-gathering and troubleshooting skills.
Ability to communicate with others in a concise, productive and professional manner ? both verbally and in writing.
Proficient with Microsoft Word and Excel.
Must be willing to travel
||Boston, MA |