Sr. Technology Engineer
4 weeks ago
We have partnered with our client in their search for a Sr. Technology Engineer role. This person will be responsible for helping firms to configure their technology tools to best suit their firm, advisor and client needs. This role participates in the onboarding of new clients and technology tools, with additional project work to execute on the technology roadmap.
Responsibilities
- Provides superior client experience while independently managing the configuration of the technology platforms
- Conducts user access request fulfillment, access change management, and other access management related Initiatives.
- Provide transparency and enable collaboration between internal teams, clients, prospective firms, and within the fintech industry.
- Serve as asubject matter expert for our clients and internal partners. Ability to navigate the organization and best practices.
- 3+ years of experience in financial services industry, preferably within clearing and custody.
- 3+ years of experience with various the brokerage technology offerings (e.g. CRMs, Trading Platforms, Planning software, etc.)
- 5+ years of consultative client facing experience
- Previous experience interacting with 3rd party vendor solutions
- Bachelor's degree is required, preferably with a concentration in a business or technology related discipline.
Sr Technology Engineer
Minneapolis, MN
Financial Services
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