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The Investment Advisor Consultant will be responsible for understanding end-to-end process flows and creating Target Operating Models, conducting user testing on tech platforms, preparing training documentation, and collaborating with project managers and technical teams. Additionally, they will perform data analysis, liaise with Portfolio Managers, and ensure the successful implementation of model and client portfolios.
This is a 8-month contract within Midtown NYC that is currently on a hybrid work schedule. This consultant will be brought onto the KYC team that is responsible for assisting the on boarding of new clients
The Client Onboarding Consultant manages end-to-end onboarding processes, ensuring timely and compliant onboarding of new clients by composing KYC packages, conducting due diligence, and liaising with various internal departments. This role requires 3-5 years of experience, strong attention to detail, analytical skills, and excellent communication abilities.
Join a strong team of compliance professionals at a long established New York Bank in a strategic regulatory buildout.
Seeking an Operations Associate to support Clients Advisory, Operations and Investor Relations.
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