Senior Wealth Technology Consultant
Role Overview
Senior Wealth Technology Consultant / Capital Markets SME (Solution Architect) role for a client, focused on wealth and trading technology platforms.
The role requires understanding the end-to-end trade lifecycle and experience with multiple trading and wealth technology platforms.
Key Skills for This Role
Full Job Posting
Position summary
Senior Wealth Technology Consultant / Capital Markets SME (Solution Architect) role for a client, focused on wealth and trading technology platforms.
The role requires understanding the end-to-end trade lifecycle and experience with multiple trading and wealth technology platforms.
Candidate requirements
- 8+ years of technology experience within wealth management, capital markets, brokerage, or financial services.
- Strong understanding of trade execution and the end-to-end trade lifecycle, with experience across front-, middle-, and back-office platforms and processes.
- Strong wealth management knowledge covering onboarding, portfolio rebalancing, fees, clearing and settlement, and financial planning.
- Strong integration experience with APIs, SQL/NoSQL, enterprise applications, and cloud platforms.
- Hands-on experience or deep familiarity with Dataphile, PureWealth, iBalance, d1g1t, Charles River, Conquest, Execlear, Varicent, Fundserv, or similar platforms.
Role scope
- Provide senior technology consulting and solution architecture expertise for wealth and capital markets platforms.
- Understand trade processes from order management and execution through clearing, settlement, reconciliation, and reporting.
Rate
- Hourly rate is $120–$130.
Work arrangement
- Work type is remote.
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