Senior Technology Solutions Engineer
2 weeks ago
Infinity Consulting Solutions is seeking a Senior Technology Engineer to join our team. This role is essential in assisting organizations to tailor their technological tools to meet the specific requirements of their operations, advisors, and clientele. The individual will engage in the integration of new clients and technology solutions, along with undertaking various projects to fulfill the technology strategy.
Key Responsibilities
- Deliver exceptional client service while autonomously overseeing the setup of technology systems.
- Manage user access requests, modifications, and other related access management initiatives.
- Facilitate transparency and foster collaboration among internal teams, clients, potential firms, and the fintech sector.
- Act as a subject matter expert for clients and internal stakeholders, demonstrating the ability to navigate organizational structures and best practices.
- Minimum of 3 years of experience in the financial services sector, ideally within clearing and custody.
- At least 3 years of experience with various brokerage technology solutions (e.g., CRMs, Trading Platforms, Financial Planning software).
- 5+ years of experience in a consultative, client-facing role.
- Prior experience working with third-party vendor solutions.
- A Bachelor's degree is mandatory, preferably in a business or technology-related field.
Location: Minneapolis, MN
Industry: Financial Services
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Senior Technology Solutions Engineer
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Minneapolis, Minnesota, United States Infinity Consulting Solutions Full timeInfinity Consulting Solutions is seeking a Senior Technology Engineer to enhance our client's technology capabilities. This role involves assisting organizations in tailoring their technology solutions to meet the specific needs of their advisors and clients. The individual will engage in the onboarding process for new clients and technology systems, along...
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