Wealth Management Platform Manager
Minneapolis, MN 
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Job Description
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The WM Platform Manager has a responsibility to lead the development, implementation and ongoing support for the Wealth Management (WM) technology platform. This individual is responsible for facilitating the implementation of new systems as well as development and ongoing support for the WM technology platform going forward. This position is responsible for implementing our platform strategy and managing integrations between internal and external systems. This will include integrations with other WM tools, reporting, dashboards, and analytics framework to measure business growth, marketing/sales activities and customer relationships. Responsibilities include analysis, design and implementation of system upgrades and enhancements. In addition, this role will provide vendor management and advisor/field support and will manage vendor technical relationships closely to understand and provide solutions that will best fit future needs. This position will require excellent written and oral communication skills and be able to work, collaborate and coordinate between technical and non-technical people within the firm.

Essential Duties:

  • Lead effort to manage RSM WM and IT resources to develop and implement the Wealth Management technology platform. Work with field and internal business partners to develop workflows and policies/procedures to enhance compliance, drive consistent processes and operational effectiveness

  • Manage vendor technical relationship closely to understand and provide solutions that will best fit current and future needs

  • Ensure data integrity across systems, including data integrations

  • Create and operationalize efficient solutions to improve and automate workflows, reporting, real-time dashboards, and analytics capabilities. Project management duties will be required

  • Subject Matter Expert responsible for current systems as well as identification of enhancement opportunities or new technology considerations

  • Training and support: Provide initial and ongoing training and end-user support

Minimum Qualifications:

  • Bachelor degree

  • Strong interpersonal skills

  • Attention to detail

  • Critical thinking - problem solving skills

  • Project management experience

  • Technical aptitude

  • In depth understanding of industry tools

  • In depth understanding of Black Diamond and eMoney

  • Understanding of Investment Advisory business

  • Experience with rebalancing tools

  • Understanding of marketing, sales and business processes

  • Training development and delivery

  • Experience managing complex projects

  • Ability to communicate at all levels of an organization

  • Decision making related to requirements, budget and priority


You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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Job ID:
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req11656
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Line of Business:
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Wealth Management
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SubFunction:
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WM Support
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Job Type:
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FullTime
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Req #:
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req11656
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Location:
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Minneapolis, MN US
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Region:
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National
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Job Category:
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Wealth Management
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Employment Type:
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Experienced
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Degree Required:
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Bachelor
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Travel:
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Yes

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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