data analysisproject managementbusiness analysisregulatory compliancevendor managementtransfer agencyretirement plansoperational compliance
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В крупной инвестиционной компании обязанности и условия описаны достаточно ясно, есть льготы и обучение, но работа сосредоточена на операционной поддержке и регулировании, а не на чёткой траектории консалтингового развития.
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Описание вакансии
Текст:
Hirify AI/Оригинал
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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