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.


  • 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


  • 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

Competitive compensation and benefits package

Birmingham, Michigan

This position has the possibility to work remote.

Reference Number: HRJ6559

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