Senior Wealth Management Reporting Consultant - Boston, MA - beBeeReporting

    beBeeReporting
    beBeeReporting Boston, MA

    3 weeks ago

    $130,000 - $150,000 (USD) per year

    Job title: Asset & Wealth Management Sr. Consulting Manager

    Description

    Role Overview

    This is a Sr. Business Analyst role that involves leading business requirements for report rationalization and standardization across institutional and wealth channels.

    • Lead discovery and AS-IS assessment of reporting inventory; map data sources, dependencies, and decommission candidates (Jasper/OBIE/Oracle Reports).
    • Define TO-BE reporting standards (templates, styles, KPIs, compliance text), pagination rules, and versioning.

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