Syntricate Technologies

Wealth AIMS Business Execution Specialist

Syntricate Technologies • $166K *
US-AnywhereRemote in New York, NY
Finance & Insurance
Less than 5 years of experience
4 days ago
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Job Overview by Ladders

Qualifications

  • BS/BA in Finance, Accounting, Mathematics, Economics or related field preferred.
  • Minimum 4 years of relevant experience.
  • Series 7 and 66 licenses required.
  • Experience in private equity or investment management is preferred.
  • Background in product management is advantageous.
  • Exceptional written and verbal communication skills.
  • Strong organizational and analytical abilities.

Responsibilities

  • Lead project initiatives related to Alternative Investments and Mutual Funds globally.
  • Ensure adherence to Client project delivery processes and track project statuses.
  • Organize and facilitate project calls for timely delivery.
  • Conduct governance updates and present escalations to senior management.
  • Standardize operating models across all distribution channels for Alternative Investments and Mutual Funds.
  • Implement new regulatory requirements and develop compliant processes.
  • Collaborate with internal stakeholders to align policies and procedures globally.

Benefits

  • Hybrid working model: 3 days on-site in NYC.
  • Exposure to a high-performance team environment.
  • Opportunity to engage in a variety of projects across different investment products.
  • Potential for professional growth in a significant financial institution.
Full Job Description
Wealth AIMS Business Execution Specialist
New York City, NY - Hybrid, 3 days onsite
9+ Months
Web Cam Interview

$80/Hr on W2

Intake call Notes:
  • Product Management Team (Traditional Mutual Funds business)
  • Project Management (Tech BA) along with financial and investment Background- Ideal
  • Business Management - Drive projects, Identify risks, support governance, run general projects, Project/product management
  • equity, Mutual Funds, Hedge funds, property funds background preferred
  • High performance team - work long hours
  • Looking for a committed mindset, who can dig in, multitasking
  • Series 7 certifications not required
Job Summary:
  • The Wealth AIMS Business Execution Specialist is a member of the Client Wealth Business Execution Team which supports the delivery of our Alternatives and Investment Manager Solutions offering globally through all distribution channels, and reports into the Head of AIMS Business Execution. The Business Execution Team is responsible for supporting the product delivery and operating efficiency. The role of Business Execution Specialist involves working closely with and through multiple teams across Client.
Specific areas of responsibility include:
  • Technology/platform initiatives related to Alternative Investments and Mutual Funds globally, i.e. expansion into other distribution channels, increase digitalization and standardization globally of key processes;
  • Working with technology, ensure Client project delivery processes are adhered too including ensuring project status is tracked and kept up to date.
  • Coordinate, organize and lead project calls to ensure timely delivery of projects
  • Organize regular governance updates with senior management and where necessary present escalations in the relevant forums.
  • Work with all stakeholders to standardize the operating model relating to Alternative Investments and Mutual Funds globally for all distribution channels;
  • Support with implementing and addressing new regulatory requirements as they are released. This includes assessing the impact, developing new or revised processes to ensure compliance and implementation globally;
  • Act as SMEs and developing compliant processes, with assistance from Product Development / Product Management Teams.
  • Oversee systems and controls, including rule performance, rule reviews and revisions with Supervision and Risk & Controls support
  • Support implementing consistency in our policies, procedures and governance. Aim to align to global processes and not country specific processes / reviews where possible
  • Co-ordinating Internal Audit deliverables and responses when relating to our products,
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Assess lessons learned when received from BR&C
  • Monitor / oversee any open CAPs related to our product universe.
  • Conceptualizes, plans, prioritizes, coordinates design and delivery of products or features and communicates out to wider business where necessary, and serves as ambassador within user community
  • Has responsibility to deliver direct business results and advice regarding systems and core processes that necessitates a degree of responsibility over technical strategy
Qualifications:
  • BS/BA in Finance, Accounting, Mathematics, Economics, or related field preferred.
  • At least 4 years' relevant experience.
  • Series 7, 66 licensed.
  • Background or previous involvement in private equity or investment management preferred.
  • Background or previous involvement in product management preferred.
  • Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.
  • Strong organizational skills and attention to detail, with the demonstrated ability to work productively and efficiently in a fast-paced global environment with multiple projects and deadlines. An ability to balance providing direction with offering assistance.
  • Strong analytical skills and detail oriented
  • Ability to structure and break down problems, develop solutions, and to drive to results
  • Intellectual curiosity, analytical, and conceptual thinker
  • Facility with Excel, Word, Adobe and PowerPoint.
  • Familiarity with navigating Client Private Bank global operations a plus.

About Syntricate Technologies

Syntricate Technologies Careers

Joining Syntricate Technologies presents an unparalleled opportunity to advance a career in technology with a company at the forefront of digital innovation. Syntricate Technologies is renowned for its commitment to leadership, diversity, and leveraging technology to solve complex problems. This is where professionals come to not just seek job opportunities but to forge lasting careers in an environment that values growth and leadership.

Explore Career Opportunities

Syntricate Technologies is actively hiring and offers a variety of positions that cater to different skills and career aspirations. From entry-level roles to leadership positions, the potential for professional advancement is nearly limitless. Syntricate Technologies is not just a company; it's a place where talented individuals can thrive.

Innovation and Professional Growth

At Syntricate Technologies, innovation isn't just another buzzword—it's the cornerstone of the company culture. Employees are encouraged to push the boundaries of what is possible, bringing groundbreaking solutions to the table. With a team of dedicated professionals, Syntricate Technologies fosters a culture of continuous improvement and professional growth.

Diversity and Inclusion

Syntricate Technologies believes that diversity fuels innovation. With a commitment to creating a diverse and inclusive workplace, the company actively seeks to hire individuals from various backgrounds and experiences. Diversity training is integral, ensuring that all team members feel valued and understood.

Internship Programs and Employment Benefits

For those starting their careers, Syntricate Technologies offers robust internship programs that provide real-world experience and networking opportunities. Interns at Syntricate Technologies gain invaluable industry insights and professional skills that are crucial for future employment. Full-time employees enjoy a comprehensive benefits package that supports both their professional and personal lives. Benefits at Syntricate Technologies are designed to ensure employees are healthy, happy, and secure.

Applying for a Position

To apply for a position at Syntricate Technologies, candidates should prepare a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate's fit within the company culture. Syntricate Technologies values curiosity, creativity, and a passion for technology.

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Learn more about Syntricate Technologies
Size
51 employees
Industry
Information Technology
* Ladders Estimates

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