Madison-Davis
Responsibilities
Partner with advisory, operations, and technology groups to map how information currently flows between teams and how it should evolve. Work with end users to shape design concepts, mockups, and prototypes for advisor-tools and client-reporting features. Coordinate multiple workstreams at once, balancing timelines and navigating cross‑functional dependencies. Guide the redesign of periodic reporting cycles for private‑wealth clients, including how performance, positions, and other portfolio attributes are presented. Support training and rollouts for new capabilities, working closely with groups who interface directly with advisors. Lead scope definition, milestone creation, and risk identification for assigned initiatives. Act as the central point of contact for external technology partners, ensuring documentation, data mapping, handoffs, and communication remain aligned. Assess existing internal tools and recommend how future workflows should function as platforms evolve. Experience
Extensive background (10+ years) in product, project, or business‑analysis work connected to private‑client investment services. Deep knowledge of how wealth‑management teams generate client‑level insights such as performance summaries, asset allocations, and portfolio snapshots. Practical understanding of financial‑planning concepts, household‑level strategies, and advisor engagement throughout a client lifecycle. Hands‑on experience working with advisor desktops, CRM‑linked workflows, or proprietary advisory platforms. Ability to query and analyse datasets paired with strong proficiency in information‑visualisation or reporting tools. Advanced Excel and familiarity with diagramming or wireframing applications. Experience working within an Agile delivery structure and using modern work‑tracking tools. Excellent communication skills with comfort presenting to senior leaders and translating requirements across disciplines. Exposure to private‑investment products such as private equity, hedge funds, or alternative vehicles and how they are incorporated into client materials. Familiarity with workflow‑automation or operational‑tasking tools used in financial organisations. Prior experience contributing to proposal‑generation systems or portfolio‑recommendation tools. Awareness of emerging technologies shaping the wealth‑management ecosystem. Understanding of simplified coding, scripting, or automation concepts. Graduate degree in a finance, business, or technology discipline. Strong understanding of financial planning, investment strategies, and client lifecycle in a wealth/advisory setting. Experience with advisor desktops/portals or CRM‑platforms in advisor/client environments. Proficiency in SQL and data‑analytics tools (Tableau, Cognos, etc.). Advanced Microsoft Excel, Visio, PowerPoint, mock‑up tools. Experience with agile tools such as Azure DevOps or JIRA. Excellent communication, presentation and stakeholder‑management skills. Exposure to private investment vehicles (private equity, hedge funds) and related reporting tools. Familiarity with workflow/business‑process tools (Monday.com, Asana). Experience with proposal‑generation platforms for wealth management. Knowledge of emerging FinTech solutions in private banking / wealth management. Awareness of no‑code automation or light‑coding frameworks. Master’s degree (MBA or MS) in a relevant field.
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Partner with advisory, operations, and technology groups to map how information currently flows between teams and how it should evolve. Work with end users to shape design concepts, mockups, and prototypes for advisor-tools and client-reporting features. Coordinate multiple workstreams at once, balancing timelines and navigating cross‑functional dependencies. Guide the redesign of periodic reporting cycles for private‑wealth clients, including how performance, positions, and other portfolio attributes are presented. Support training and rollouts for new capabilities, working closely with groups who interface directly with advisors. Lead scope definition, milestone creation, and risk identification for assigned initiatives. Act as the central point of contact for external technology partners, ensuring documentation, data mapping, handoffs, and communication remain aligned. Assess existing internal tools and recommend how future workflows should function as platforms evolve. Experience
Extensive background (10+ years) in product, project, or business‑analysis work connected to private‑client investment services. Deep knowledge of how wealth‑management teams generate client‑level insights such as performance summaries, asset allocations, and portfolio snapshots. Practical understanding of financial‑planning concepts, household‑level strategies, and advisor engagement throughout a client lifecycle. Hands‑on experience working with advisor desktops, CRM‑linked workflows, or proprietary advisory platforms. Ability to query and analyse datasets paired with strong proficiency in information‑visualisation or reporting tools. Advanced Excel and familiarity with diagramming or wireframing applications. Experience working within an Agile delivery structure and using modern work‑tracking tools. Excellent communication skills with comfort presenting to senior leaders and translating requirements across disciplines. Exposure to private‑investment products such as private equity, hedge funds, or alternative vehicles and how they are incorporated into client materials. Familiarity with workflow‑automation or operational‑tasking tools used in financial organisations. Prior experience contributing to proposal‑generation systems or portfolio‑recommendation tools. Awareness of emerging technologies shaping the wealth‑management ecosystem. Understanding of simplified coding, scripting, or automation concepts. Graduate degree in a finance, business, or technology discipline. Strong understanding of financial planning, investment strategies, and client lifecycle in a wealth/advisory setting. Experience with advisor desktops/portals or CRM‑platforms in advisor/client environments. Proficiency in SQL and data‑analytics tools (Tableau, Cognos, etc.). Advanced Microsoft Excel, Visio, PowerPoint, mock‑up tools. Experience with agile tools such as Azure DevOps or JIRA. Excellent communication, presentation and stakeholder‑management skills. Exposure to private investment vehicles (private equity, hedge funds) and related reporting tools. Familiarity with workflow/business‑process tools (Monday.com, Asana). Experience with proposal‑generation platforms for wealth management. Knowledge of emerging FinTech solutions in private banking / wealth management. Awareness of no‑code automation or light‑coding frameworks. Master’s degree (MBA or MS) in a relevant field.
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