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Partners with the business to strategically advise how technology, education, and process innovation can help them to meet their business goals. With a high level of IT and business insight, enthusiastically finds opportunities and demonstrates possibilities that technology can enable. Solutions Consultants are a trusted member of the IT community and are relied on by the business to achieve their goals with people, process and technology solutions. They use ideation and experimentation methods, and provide strategic guidance to internal clients with regard to people, technology and enabling or refining major business processes.
Builds productive working relationships with internal clients, team members, senior management, project teams, and IT partners to ensure recommendations and priorities are understood by all impacted parties. Demonstrates influencing and negotiation skills to champion an optimal solution. Acts as an advocate for change, overcoming resistance by clearly articulating its benefits and promoting acceptance and usage. Ensures IT and Business teams understand proposed enhancements by continually reviewing approved technology capabilities, business solutions, and estimates. Serves as a change agent for IT and the Business to introduce new technologies and processes to shape the business strategy. Translates business problems into strategic and cost-effective solution alternatives, along with recommendations, IT delivery estimates, delivery strategy, and cost benefits to solve business problems. Leverages broad IT knowledge to research emerging technologies and applies these to business problems. Creates blueprint capabilities for software, middleware and hardware work. Ensures all work follow IT policies and procedures. Partners with business and IT leaders to align business initiatives, priorities, and schedules based on strategic business and IT plans; Collaborates with IT and business to plan and initiate required activities by demonstrating research, design thinking, Lean Consulting engagement, System Architecture evolutions, and innovations. Maintains current knowledge of IT development methodologies, architecture and related standards. Advocates and ensures usage of new standards as part of recommended solutions. Is involved in active consultations with technology partners (Solutions Architects Tech Leads, IT Delivery Managers) related to emerging technology and implementation strategies. Influence the broad organization to gain maturity in product centric and portfolio planning, IT and value metrics, measurement of metrics aligned to product, owner alignment, capability oriented thinking etc. by demonstrating knowledge of existing technology solutions and options that are already provided to our clients and the research that needs to be done to find new options. Owns and handles a capability landscape for one or more lines of business and its product owners as the business and the industry evolves. Facilitates reciprocal discussions to define experimentation, execution strategies, cost, and resource requirements. Develops deep knowledge of the business area(s) supported and assist the business in driving out their 3-5 year technology plan. Develops broad and deep understanding of the competitive landscape, corporate business unit strategies, and vendor products available in the marketplace to provide context for decision-making. Provides experienced IT project management to create premier strategies for a wide range of business and IT goals by leading program-level initiatives. Defines complex problems authoritatively, using research (market, competitive, and consultant), Design Thinking, Lean techniques, System Architecture guidelines, and other techniques as necessary. Maintains current knowledge of IT development methodology, architecture, and technical related standards. Advocates and ensures usage of new standards and future state architecture by team members and project solutions. Participates in special projects and performs other duties as assigned.
Bring invention to investing
Focused on crafting creative user experiences, you ll continuously deliver imaginative solutions that also satisfy business needs. Your fresh ideas will directly impact one of our strategic focus areas and help us redefine the world of mutual funds. Your analytical approach to problem-solving, underpinned by strong social skills, will make you a valuable member of a reciprocal team that shares ideas and solves problems in new ways. And at every stage of the process you ll enjoy many opportunities to deepen your knowledge and widen your experience.
An undergraduate degree required. Master s degree preferred
Minimum eight years technology industry/field experience.
Strong knowledge of Agile/Lean software development principals and the application of such.
General knowledge of one or more of the following:
Operating Systems
Data Models
Strong written, oral and presentation communication skills.
Exceptional conceptual, analysis, and problem solving skills.
Strong planning, organizational and negotiation skills.
Broad knowledge of the financial services industry and FinTech industry.
Demonstrable experience in using data (both quantitative and qualitative) analysis techniques to inform recommendations.
Demonstrable ability to direct a team and program level initiatives to success.
Demonstrable ability to adapt quickly, learn new things (business areas), evaluate issues, identify and validate problems areas, negotiate scope changes.
This position will facilitate a multi-functional team in defining the functional capabilities and technical design for products within the Portfolio Construction and Financial Planning product lines in Enterprise Advice. You will work closely with key contacts across Advice Product Strategy & Management, Product Design & Engineering, and Methodology to define the product. You will need a global perspective to work with our business partners in understanding consumer needs, ultimately designing a product that resonates in our advice offers globally.
For those that aren t familiar, Enterprise Advice s mission is to build scalable advice solutions to increase access to financial advice and improve investor outcomes. The Portfolio Construction & Management product line includes engines that drive personalized asset allocation, investment mix, and tax efficient management. We seek to improve investor outcomes by maximizing after-tax returns, provide for client level customization and personalization, and serve as the foundation for scalable and automated advice offers. Financial Planning s vision is to help clients make the best financial decisions and take actions based on their holistic financial picture, personalized preferences and goals (financial & non-financial), through predictive and smart tools that is flexible, global and evolves with the client. Our suite of products include cash flow projections, next best action tools, goal trade-offs, scenario planning and budgeting tools etc.

Associated topics: business, business advisory, business analysis, business intelligence, business systems, client, consultant, crm, customer, information technology consultant

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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