5 дней назад
Business Consultant I (Transfer Agency)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Consultant I (Transfer Agency): Supporting business areas with operational issue resolution, compliance coordination, and the development and validation of Transfer Agency products and services with an accent on stakeholder communication, analytical problem-solving, and vendor management. Focus on improving operational controls, coordinating IT and compliance partners, and managing enhancements and installations with after-hours and weekend on-call responsibilities.
Location: Hybrid position based in the Kansas City, Missouri office; scheduled office attendance is required.
Company
is an independent global asset manager focused solely on investment management, including equities, fixed income, multi-asset strategies, ETFs, and private investments.
What you will do
- Develop and maintain relationships with assigned business areas and operational partners.
- Provide solutions for production issues and new or enhanced products and services.
- Coordinate communication between business partners, Operational Compliance, and IT.
- Support operational execution, issue resolution, and the development and validation of Transfer Agency systems, processes, and services.
- Manage vendor enhancements and installations, including after-hours and weekend work.
- Participate in an after-hours and weekend on-call rotation.
Requirements
- Ability to manage multiple priorities with strong communication and task-organization skills.
- Analytical thinking, problem-solving, computer-use, resiliency, flexibility, and relationship-management skills.
- Knowledge of Transfer Agency systems and operations is preferred.
- Previous experience leading vendors is preferred.
- Knowledge of the mutual fund, retirement, RIA, or broker-dealer industries is preferred.
- Must be authorized to work in the United States without visa sponsorship now or in the future.
Culture & Benefits
- Competitive compensation package with a bonus plan.
- Generous paid time off and competitive benefits.
- 401(k) with a 5% company match and an annual performance-based discretionary contribution.
- Tuition reimbursement, formal mentorship, and live and online learning opportunities.
- Collaborative culture centered on client focus, accountability, curiosity, adaptability, and continuous improvement.
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