Role: Broker Dealer Operations & Technology Integration Specialist
Location NYC NY
Job Type: C2C/Fulltime
Job Description
Who are we looking for
Financial Services Professionals with experience in Broker Dealer Operations & Technology Integration. Experience in broker dealer operations support and technology integration. Demonstrates strong analytical skills in identifying complex problems and applying strategic solutions. Proven leader in operational analysis and resource utilization to achieve targeted initiatives. Specialties include Cost Basis Tax Reporting Corporate Actions and System Conversions.
Technical Skills:
Advance cost basis automation and highlight the value of this data set in the industry.
Expand the uses delivery methods and optimization of cost basis data analytics to improve customer experience at both advisor and enduser levels.
Behavioral Skills:
Extensive experience in both front office clientfacing roles and backoffice brokerage operations.
Highly productive and creative product manager and architect driving rapid market share acquisition and revenue growth through innovation and leadership of skilled product teams.
Deep experience in translating complex regulatory and financial data concepts into robust platforms that meet market needs streamline operations extract value from data and enhance digital strategy.
Possess advanced understanding of the cost basis and tax reporting system brokerage systems and DTCC CBRS program.
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