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Financial Services Consultant
2 months ago
Job Summary:
Calculated Hire is seeking a highly skilled Business Execution Consultant I to join our team in the Trading Platforms department. As a key member of our organization, you will be responsible for executing business initiatives and providing support to our clients.
Key Responsibilities:
- Participate in or provide support for low complexity initiatives within Business Execution.
- Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Business Execution.
- Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements.
- Provide information to client personnel in Business Execution.
Required Qualifications:
- 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
- Experience with investment platforms.
- APL Investment, InvestCloud, and Advisory Ops are highly preferred.
- Strong knowledge and understanding of financial products.
