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5 дней назад

Business Consultant I (Financial Services)

Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Business Consultant I (Financial Services): Supporting regulatory, systems, and operational execution for Business Retirement Solutions, with an accent on vendor relationships, operational compliance, transfer agency systems, and retirement-plan regulations. Focus on analyzing business and regulatory data, resolving operational issues, defining workflows, and delivering improved products and services.

Location: Hybrid position based in the Kansas City, Missouri office; employees must attend the office on a scheduled frequency.

Company

hirify.global is an independent global asset manager focused on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

  • Manage, develop, and improve relationships with assigned business areas, vendors, Operational Compliance, and IT partners.
  • Support operational issue resolution and the development of new or enhanced transfer agency and retirement systems, products, and services.
  • Gather requirements and create current- and future-state workflows to identify improvement or STOP opportunities.
  • Provide business and regulatory data analysis, draw practical conclusions, and support business solutions and outcomes.
  • Define and measure business value, execute capabilities, and support company or department initiatives.

Requirements

  • Bachelor’s degree in a related field or an equivalent combination of education and work experience.
  • Crucial communication and task organization skills.
  • Sophisticated computer skills and the ability to type at least 30 WPM.
  • Ability to demonstrate resiliency, flexibility, and relationship management.
  • Ability to demonstrate the hirify.global Winning Behaviors: client focused, courageous and accountable, collaborative, curious and adaptable, and competitively driven.
  • Applicants must be authorized to work in the United States without visa sponsorship now or in the future.

Nice to have

  • Transfer agency experience.
  • Retirement plan experience.
  • Mutual fund or financial services industry knowledge.
  • Retirement plan regulatory knowledge.

Culture & Benefits

  • Full-time employment with a hybrid office schedule.
  • Competitive compensation package with a bonus plan.
  • Generous paid time off and competitive benefits.
  • 401(k) with a 5% company match and annual performance-based discretionary contribution.
  • Tuition reimbursement, formal mentorship, and live and online learning opportunities.

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