Advisor Desktop Business Analyst
Vice President Qualifications:
The mandate of the Investment Platforms organization is to drive technology strategy to deliver superior investment capabilities to our advisors and clients, with central focus on delivery of goals based advice across all of our clients' wealth. The team partners closely with business and technology groups to lead end to end execution of platform enhancements, from initial idea generation through implementation and roll-out. Focus areas include GPS, Advisory platforms and WealthDesk, the Portfolio Risk Platform powered by BlackRock Aladdin, Investment Solutions platforms, 3D, CRM and client reporting.
The MSWM Financial Advisor Platforms group manages the prioritization and implementation of the Wealth Management Division's investments in technology tools and solutions for Financial Advisors. The team works directly with Financial Advisors and all Wealth Management businesses to help translate business needs into technology initiatives.
Advisors and branch support and management staff. As an advocate for the user experience, the position involves working with end users to understand requirements, and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches, support staff, specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms. Note that this is a business-position rather than a technology position
- it requires the ability to understand both sides of the equation and to provide necessary direction to the projects.