Subject Matter Expert - Wealth Management 
Wealth Management
Location:
New York
Function:
Consulting: Management Consultant
What you do:
About Headstrong
Headstrong is a domain led IT consulting services firm, known for our expertise in Finance and Banking with offerings for Derivatives, Mortgage, Asset and Wealth Management, Reference Data, and, Risk and Compliance. We provide end-to-end solutions to the Wealth Management and Private Banking industry including CRM implementations, Portfolio & Order Management Systems, Risk Management, Data Management & Integration, Business intelligence Reporting & Compliance Technologies. Our offerings can be broadly classified into Consulting and Assessment services, Component-based solutions and Managed services.
About You
As a Headstrong Subject Matter Expert (SME) you play a critical role within our consulting structure and liaise closely with our leadership teams in steering our client and our practice towards new frontiers in industry and technology. In addition to significant experience in capital market operations you have developed and delivered management value added consulting and strategic technology infrastructure solutions for wealth management, private banking, portfolio performance reporting, trust accounting platforms, managed account services, unified managed account services. You have published articles, whitepapers, reference papers, frameworks in the recent past and have external certifications and industry credentials as endorsements.
Responsibilities
- Develop, refine and maintain ‘trusted advisor’ relationships with designated and new customers at an Executive CXO level.
- Provide consulting services to customer for business strategies, advisory services and technical solutions.
- Establish leadership level of proficiency of Headstrong’s Wealth Management Practice that includes Assessment services, Managed services and Point solutions.
- Enhance understanding of industry and business specific knowledge of Wealth Management, Private Wealth Management, Managed Account Services, Unified Managed Account Services, Trust Accounting, etc.
- Demonstrate thought leadership by pro-actively presenting the Services as value-add solutions both internally and externally.
- Services include business strategies and deployment plans, marketing, sales, delivery and development of appropriate delivery guides, collateral and training where needed.
Headstrong is owned by a private equity group led by Welsh Carson Anderson Stowe. We have a book of business with all Top Tier Investment Banks and are 2000 people-strong across North America, Europe, and Asia, with technology development centers in India and Philippines. We are a desired destination for professionals who wish to manage domain based IT Services for Global clients and look forward to hearing from you at SMEWM@Headstrong.com