Product Specialist - Wealth Management SME
产品专家 - 财富管理中小企业财富技术产品经理。金融服务地点：该人可以位于美国任何地方。旅行：旅游将占25%,遍布美国和加拿大。经验：13 18年经验：在核心领域与美国市场的财富管理公司合作的专业人士 ·税收笔记 ·投资会计 · CBRS （成本基础报告服务）·固定收入处理 ·信托会计 ·分辨组合管理 下面对投资产品有深入了解和经验：·证券资产类 ·基金 ·贷款 /存款银行产品必须具备资格：- · 作为中小企业，能够积极或作为实施方案的一部分为客户开发税收分数会计或信托会计领域的解决方案。· 在北美证券方面提供税务计算/报告解决方案。• 与产品工程和测试团队合作验证所开发的解决方案；· 对财富管理解决方案景观和相互依赖性的总体理解。· 愿意旅行：- ·与财富管理 / 私人银行解决方案供应商的工作经验将是额外的优势。· 专业知识 /熟悉或对美国行业实践，法规和税务处理的知识。市场将是额外的优势。·强大的沟通能力 - 书面和口头所有向申请人提供的就业机会都会有条件，需要包括：获得者必须提交充分接种疫苗的证据或在确定开始日期之前提出这样的证据。患有医疗问题或严重宗教信仰导致他们无法接受疫苗的个人可以要求免除疫苗要求。在国家立法或行政行动旨在限制对不符合医疗问题或诚实宗教信仰的个人要求接种疫苗的能力的情况下，根据相关州法规，将根据具体情况评估个人申请豁免一般适用的疫苗政策。因任何原因获得免除疫苗的人可能需要遵守其他 COVID 预防措施。最初发布于喜马拉雅山
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Product Specialist - Wealth Management SME
Wealth tech product manager.
Financial Services
Location: The person can be located anywhere in the US.
Travel: Travel will be 25% and all across US and Canada.
Experience: 13 18 years of experience
Professional with in-depth experience of working with Wealth Management firms in U.S. Market in the core areas
- Tax Lots Accounting
- Investment Accounting
- CBRS (Cost Basis Reporting Service)
- Fixed Income Processing
- Trust Accounting
- Discretionary Portfolio Management
In-depth understanding & experience in Investment Products as below:
- Asset Classes in Securities
- Funds
- Loans / Deposits : Banking Products
Must Have Qualifications:-
- Ability to work as SME to develop solutions in Tax Lot Accounting or Trust Accounting area for customers on a pro-active basis or as part of Implementations.
- Ability to give solutions on Tax computation / reporting for Securities in North America.
- Work with the Product Engineering and Testing teams to validate the solutions developed.
- Overall understanding of the Wealth Management Solution Landscape and inter dependencies.
- Willingness to travel
Good to Have: -
- Work experience with a Wealth Management / Private Banking solution provider will be an added advantage.
- Expertise / Familiarity or knowledge of Industry Practices, Regulations & Tax Processing in U.S. Market will be an added advantage.
- Strong communication skills - written and oral
All offers of employment extended to applicants will be conditional and will require, among other things, that the recipient of the offer of employment submit proof that s/he is fully vaccinated at that time or will submit such proof prior to determining a start date. Individuals with medical issues or sincere religious beliefs that prevent them from getting the vaccine may request an exemption from the vaccine requirement. To the extent State legislation or executive action purports to limit ability to require vaccination for individuals who object on a basis other than medical issues or sincere religious beliefs, individual requests for an exception to generally applicable vaccination policy pursuant to relevant State regulation will be evaluated on a case-by-case basis. Individuals who receive an exemption from vaccination for any reason may be required to comply with other Covid precautions.
Originally posted on Himalayas