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    Wealth Management - Stamford, United States - Mirador

    Mirador
    Mirador Stamford, United States

    2 weeks ago

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    Description
    Solutions Associate


    Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.

    We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.

    We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.

    There's a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world's largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition.

    To learn more about the benefits of working for Mirador, please visit our

    website .


    Solutions Description:
    The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:

    Expertise in architecting technology systems and integrations
    Building infrastructure
    Refining and institutionalizing processes and workflows


    We are looking for a seasoned Associate to join our Solutions team to consult with perspective or existing clients on customized technology solutions, independently project manage client requests, and help build out the Solutions business with an entrepreneurial lens.


    Responsibilities:
    &

    Skills Needed:
    Manage client relationships and translate their needs into technology-based solutions
    Liaise between 3rd party vendors and client base
    Help conduct and manage data migrations, data conversions, and integrations of various systems
    Project manage multiple priorities with high level of urgency
    Demonstrated ability to operate quickly in fast-paced, start-up environments
    Demonstrated consulting background with a technical and entrepreneurial focus
    Experience with custodians and clearing firms
    Interest and broad understanding of wealth management operational procedures and processes
    Knowledge of the independent wealth management landscape
    Strong communication skills to face clients
    Ensure client satisfaction
    5-7 years of work experience in wealth management or technology industry; entrepreneurial mindset preferred.

    Mirador is committed to a diverse and inclusive workplace.

    Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.


    By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

    Please note that this position is not eligible for work sponsorship or visa sponsorship.

    #J-18808-Ljbffr
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