Wealth Management Practice Leader

Confidential Company  •  New York, NY and Jersey City, NJ

11 - 15 years experience  •  Technology

Salary depends on experience
Posted on 06/22/18 by Cynet Sytems
Confidential Company
New York, NY
11 - 15 years experience
Salary depends on experience
Posted on 06/22/18 Cynet Sytems

Job Title: Wealth Management Practice Leader - Direct Hire / Full Time / Perm

Job Location: New York, NY / Jersey City, NJ

Job Type: Full Time / Perm / Direct Hire + Benefits

Job Description:

  • Wealth Management Practice Leader ? US
  • To act as the domain consultant for key brokerage/WM customers for presales and solutions.
  • Strong understanding and experience across front , middle and back office especially with independent broker- dealers and wire house firms.
  • Influence and sell solutions in business process and technology to C Level stakeholders


  • Lead the overall WM practice and business strategy
  • Establish relationships with key stakeholders within the customer organisation and continuously engage them along with the sales/account team
  • Create and pitch our transformation value proposition ? platform led, automation led and self ? clearing proposition.
  • Engage our partner eco- system like Thomson Reuters etc

Essential competencies:

  • Expertise and experience in the Wealth Management area across operations and technology.
  • Comes from an IBD/Wire house back ground having worked in operations or business side .
  • Consulting experience will be an advantage
  • Strong experience in leading wealth systems /platforms

Qualifications and relevant experience:

  • 10 to 14 years of experience in wealth management
  • FINRA licenses preferred

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