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.
Rate:
Not specified
Location:
Remote
IR35 Status:
Outside
Remote Status:
Remote
Industry:
Product Management
Seniority Level:
Not Specified