Wealth Management Financial Systems Expert – Black Diamond | Birmingham, Michigan

Reference Number: HRJ6559
Location: Birmingham, Michigan

Judson Group has been retained by a growing RIA in the search for a Wealth Management Financial Systems Expert – Black Diamond. This individual will implement, oversee, and ultimately manage all financial technology systems used for wealth management clients.

This position has the possibility to work remote.

Responsibilities:

  • Help implement Black Diamond as a software for financial reporting and billing with the current team in place
  • Maintain ongoing system maintenance once Black Diamond is fully integrated and functional
  • Explore full capabilities of current software suite and integration possibilities with new products
  • Creating and designing client reports for quarterly and ad hoc distribution
  • Integrate financial systems with each other and Microsoft Dynamics
  • Work with multiple data feeds and organize, rearrange, and reconcile to ensure accuracy with minimal errors
  • Respond to requests for information and access relevant files
  • Comply with data integrity and security policies
  • Retrieve data from the data base or electronic files as requested
  • Perform data integrity research, troubleshooting, and report configuration
  • Actively seek out and recognize discrepancies
  • Communicate effectively with vendors as well as internal and external clients

Requirements:

  • 4-year college degree preferably in Business, Technology, or related field
  • 2-4 years of professional experience using financial technology for client facing reports
  • Familiarity with wealth management and personal investments
  • Experience with investment performance reporting and software which may include, Black Diamond, Microsoft Dynamics, Orion, Addepar, Advent, Right Capital, Tamarac, eMoney, MoneyGuidePro

Compensation:
Competitive compensation and benefits package

Location:
Birmingham, Michigan

This position has the possibility to work remote.

Reference Number: HRJ6559

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