Job Title: Sr Consultant
Location:
Cincinnati, Ohio 45227 (Onsite/ Remote)
Job Summary
The
Sr Consultant
will support
Wealth and Asset Management - RIA Technology
initiatives. The engineer will be the
application owner
for selected third-party software and will evaluate, design, and implement technology solutions aligned with the bank's strategic roadmap. This role involves close collaboration with vendors, product owners, and business partners to ensure
system readiness, business continuity, and operational excellence .
Key Responsibilities Serve as the
primary liaison with software vendors
for Wealth and Asset Management applications. Monitor upcoming vendor changes and assess their
impact on business operations . Collaborate with business partners to
design and implement software changes
effectively. Maintain and enhance current systems while identifying opportunities for
continuous improvement . Support
automation, operational excellence, and system maintainability . Provide
operational support and troubleshooting
for assigned platforms. Stay
updated on technology trends
and apply best practices in development and security. Mentor and guide junior team members as needed. Technical Skills & Qualifications
Must Have:
SS&C
Black Diamond / Addepar
experience (5+ years) Family Office
and
Registered Investment Advisor (RIA)
domain experience Wealth Management and
Platform Engineering
expertise Strong
problem-solving
and
communication skills Experience in
IT security best practices Hands-on experience in
modern software development practices and technologies Nice to Have:
Experience with
Advent APX, Wealthbox, Charles River, Fidelity Wealthscape, or Schwab Advisor Center Project management
and
problem-solving
skills Experience in
collaborative, cross-functional environments
Cincinnati, Ohio 45227 (Onsite/ Remote)
Job Summary
The
Sr Consultant
will support
Wealth and Asset Management - RIA Technology
initiatives. The engineer will be the
application owner
for selected third-party software and will evaluate, design, and implement technology solutions aligned with the bank's strategic roadmap. This role involves close collaboration with vendors, product owners, and business partners to ensure
system readiness, business continuity, and operational excellence .
Key Responsibilities Serve as the
primary liaison with software vendors
for Wealth and Asset Management applications. Monitor upcoming vendor changes and assess their
impact on business operations . Collaborate with business partners to
design and implement software changes
effectively. Maintain and enhance current systems while identifying opportunities for
continuous improvement . Support
automation, operational excellence, and system maintainability . Provide
operational support and troubleshooting
for assigned platforms. Stay
updated on technology trends
and apply best practices in development and security. Mentor and guide junior team members as needed. Technical Skills & Qualifications
Must Have:
SS&C
Black Diamond / Addepar
experience (5+ years) Family Office
and
Registered Investment Advisor (RIA)
domain experience Wealth Management and
Platform Engineering
expertise Strong
problem-solving
and
communication skills Experience in
IT security best practices Hands-on experience in
modern software development practices and technologies Nice to Have:
Experience with
Advent APX, Wealthbox, Charles River, Fidelity Wealthscape, or Schwab Advisor Center Project management
and
problem-solving
skills Experience in
collaborative, cross-functional environments