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Business Infrastructure Specialist

Company: Phaxis LLC
Location: New York
Posted on: September 25, 2022

Job Description:

Private Wealth Management (PWM) is responsible for servicing the entire High Net Worth client business across areas of administration, client service, training, business control and supervision. We support approximately 45 teams across Portfolio Management, Wealth Advisor, and Trust Company.

  • Develop a deep understanding of the functions and systems across the PWM business, current-state processes and procedures, and act as a business liaison between the client-facing PWM teams and Technology, Operations and Compliance.
  • Involved in the problem identification, solution building (tactical vs strategic), and process reengineering. Ability to think analytically and identify weaknesses/issues, gaps and opportunities for improvement. Proactively propose new ideas on both process improvement as well as business innovation.
  • Master applicable technology platforms. Engage with business users to identify enhancement opportunities and priorities. Participate in pilot testing of new applications / systems,
  • Assist with the development of training program and training materials for the PWM Teams. Lead one-on-one and small group training/informational sessions related to new system rollouts, enhancements, procedures and project initiatives.
  • Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent projects.
  • Participate in various day to day business, technological and operational activities related to; approvals, controls, reporting, and ad-hoc projects as they arise.

    Preferred Qualifications / Skills:

    • Experience being proactive, making constructive suggestions, and coming up with incremental improvements as well as long term changes. Ability to be a change agent.
    • 3-5 years asset management experience
    • Highly motivated, team-player with a desire to work on a wide range of projects
    • Flexible with a "no task too small mindset
    • Ability to work well with individuals and contacts at all levels of the organization
    • Detail-oriented with strong organizational and follow up skills
    • Excellent presentation, business writing and oral communication skills
    • Proficient in Microsoft Word, PowerPoint, Outlook. Exceptionally proficient in Excel (e.g. VLOOKUP, Pivot Tables, etc.)
    • Series 7 and 66 licenses (or ability to obtain within first year of employment)
    • Aladdin, Salesforce, Charles River, portfolio accounting, billing systems and concepts experience a plus
    • Experience in implementation and user adoption a plus!

Keywords: Phaxis LLC, New York , Business Infrastructure Specialist, Other , New York, New York

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