Employer Industry: Financial Services Technology

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely with a flexible schedule
- Professional yet relaxed company culture that values initiative and collaboration
- Chance to be part of a dynamic, high-growth environment
- Engage with innovative solutions in the wealth management space

What to Expect (Job Responsibilities):
- Lead the configuration and launch of new investment products on the platform
- Collaborate with third-party asset managers to collect and process onboarding materials
- Maintain and monitor a pipeline of new manager engagements and product buildouts
- Establish and maintain firm and product records on the platform
- Respond to asset manager inquiries via email and phone promptly and professionally

What is Required (Qualifications):
- 1-3 years of professional experience in the financial services industry
- Strong organizational skills to manage deliverables and timelines effectively
- Excellent communication skills—written, verbal, and interpersonal
- Self-starter with the ability to work independently in a fast-paced, deadline-driven environment
- Bachelor's degree, preferably in Finance or a related field

How to Stand Out (Preferred Qualifications):
- Experience in financial technology
- Project management experience
- Familiarity with Salesforce CRM

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