Location: San Diego, CA

Desired skills and

At least 7-10 years of experience in projects in the wealth
management business domain. Involved in brokerage / RIA systems, financial planning and
asset management . Understands the business processes in wealth management /
broker dealers. Understands the data needed to support wealth management
including external data feeds and master data management. Data management experience required. Ability to work with business clients, understand their
issues and create business specifications / high-level tech requirements based
on the business needs that can be used by the technology team to build
appropriate software solutions. Ability to interact with technology professionals to explain
requirements. Experience in web based technology important. Can work independently with business and IT clients. Experience in working with geographically dispersed teams

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