Wealth Management Specialist Lead
18 hours ago
Unlocking Business Potential
At Performativ, we believe that every financial institution and investment advisor deserves access to cutting-edge technology that drives business growth and improves client outcomes. Our software solutions are designed to empower professionals like you to make data-driven decisions, optimize your workflows, and deliver exceptional client experiences.
As a Markets, Metrics, and Reporting Product Specialist, you will be part of a dynamic team that is passionate about fintech innovation. Your key responsibilities will include:
- Designing and Implementing Customized Reports: Collaborating with clients to create tailored reports that meet their specific needs, driving business growth and improving client outcomes.
- Developing and Maintaining Data Infrastructure: Ensuring seamless integration with our existing infrastructure, delivering accurate, reliable data, and maximizing client satisfaction.
- Improving Client Engagement: Developing strong relationships with clients, understanding their needs, and delivering personalized solutions that drive business growth and improve client outcomes.
We are seeking a highly skilled professional who is passionate about finance, technology, and client engagement. You will thrive in a fast-paced environment, take initiative, and approach challenges with a solution-driven mindset. Key qualifications and skills include:
- Strong Analytical Skills: A detail-oriented and analytical mindset, with a deep understanding of financial concepts and technical proficiency in Python and other relevant tools.
- Exceptional Communication Skills: The ability to articulate complex concepts to both technical and non-technical stakeholders, driving successful collaboration and results.
- Results-Oriented: A proven track record of delivering results in a fast-paced environment, with a focus on driving business growth and improving client outcomes.
Performativ offers a comprehensive compensation package, including a competitive salary, generous equity and bonus plan, and a supportive team culture that values independence, growth, innovation, and success. Join us in unlocking business potential
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