Wealth Management / Family Office Consultant

Website Mirador

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. 

Solutions Description:

The Solutions Group is Mirador’s consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:

  • Expertise in architecting technology systems and integrations
  • Building infrastructure
  • Refining and institutionalizing processes and workflows
  • We are looking for a seasoned Associate to join our Solutions team to consult with prospective or existing clients on customized technology solutions, independently project manage client requests, and help build out the Solutions business with an entrepreneurial lens.

Responsibilities: & Skills Needed:

  • Manage client relationships and translate their needs into technology-based solutions
  • Liaise between 3rd party vendors and client base
  • Help conduct and manage data migrations, data conversions, and integrations of various systems
  • Project manage multiple priorities with a high level of urgency
  • Demonstrated ability to operate quickly in fast-paced, start-up environments
  • Demonstrated consulting background with a technical and entrepreneurial focus
  • Experience with custodians and clearing firms
  • Interest and broad understanding of wealth management operational procedures and processes
  • Knowledge of the independent wealth management landscape
  • Strong communication skills to face clients
  • Ensure client satisfaction
  • 5-7 years of work experience in wealth management or technology industry; entrepreneurial mindset preferred.
    Mirador is committed to a diverse and inclusive workplace.

Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

To apply for this job please visit mirador.breezy.hr.

Simple solutions for complex times.