Wealth Management Business Process Specialist (Fintech)

TL;DR

Wealth Management Business Process Specialist (Fintech): Analyzing, testing, and implementing software and procedures for wealth management systems with an accent on business process modeling and workflow optimization. Focus on building data evaluation logic, troubleshooting end-user issues, and improving operational efficiency through technical analysis.

Location: Onsite in Tulsa, OK, US

Company

hirify.global Corporation Group is a stable and financially strong financial services organization providing banking and wealth management services.

What you will do

• Develop logic to evaluate data, enforce policies, and trigger automated actions.
• Utilize SQL, JSON, HTML, CSS, Visio, and Excel to execute large-scale projects and daily tasks.
• Conduct complex business process modeling to improve system efficiency and quality.
• Collaborate with business lines to identify and implement core workflows to ensure accuracy and approval.
• Partner with the team to troubleshoot and resolve end-user technical issues on a daily basis.
• Participate in weekly meetings to discuss process enhancements resulting from compliance, audits, or user feedback.

Requirements

• Bachelor’s Degree in Management Information Systems or Computer Science.
• 2-5 years of related experience or 5-7 years of general work experience including business application support.
• Strong understanding of project lifecycles and technical system knowledge.
• Must be able to work onsite in Tulsa, OK

Culture & Benefits

• Collaborative, small-team environment that values initiative and creative thinking.
• Interactive and accessible management style.
• Focus on providing excellent training and development for long-term career growth.
• Stable corporate environment within a financially strong organization.