Solutions Consultant - Wealth Management

pspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongSolutions Consultant - Wealth Management/strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLocation: Katowice / Wrocław - 2 days office / 3 days remote /span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWork Timings: 12:00 pm to 8:00 pm CEST/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLet us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThis specific position gives you the opportunity to  interact within international environment and work with the most recognizable and influential players on the market./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongThe opportunity/strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSolutions Consultant, you will spearhead and execute comprehensive implementation projects to onboard new clients onto the Wealth Management Platform. You will engage with a diverse range of clients, including RIAs, Family Offices, and Private Banks, to unlock significant value for their businesses. Your role involves designing and building customized solutions to meet client needs at any scale. You will leverage your deep understanding of both finance and technology, collaborating with internal teams and taking ownership of our clients success./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptYou will bring a history of delivering superior client experiences in investment management or enterprise software deployments. You will have the autonomy to manage your projects and schedule, demonstrating self-reliance and the ability to collaborate with Sales, Engineering, and Product teams. A deep understanding of our target markets and clients is essential, along with the technical skills to teach, learn, and develop our softwares functions./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongYour key responsibilities/strong/span/pp /pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDrive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAssess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptApply your industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSet, lead, and communicate clear expectations both internally and externally, fostering transparency and trust./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSkillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptContinuously evaluate and enhance our processes and tools, driving improvements that support our expanding client base./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDevelop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams./span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongSkills and attributes for success/strong/span/pp /pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThe ability to manage projects independently is essential, demonstrating a capability to take ownership of projects from inception to completion while ensuring all aspects are handled efficiently and effectively./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong analytical skills are required to assess complex data and processes, enabling informed decision-making and strategic planning./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProficiency in relationship-building is crucial, as it involves establishing and nurturing strong relationships with clients and internal teams to foster collaboration and trust./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThe ability to manage multiple projects simultaneously is necessary, showcasing skills in prioritizing tasks and managing time effectively to ensure timely delivery of all projects without compromising quality./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA client-oriented mindset is important, focusing on understanding and addressing client needs to ensure exceptional service delivery and client satisfaction./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptExcellent communication skills, both verbal and written, are required to facilitate clear and effective interactions with clients and team members./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProactive problem-solving abilities are essential for identifying issues early and developing effective solutions, ensuring smooth project execution and client satisfaction./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptTechnical proficiency is vital, with a deep understanding of the Wealth Management Platform and related technologies to enable effective training and support for clients./span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongTo qualify for the role, you must have/strong/span/pp /pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA solid background in financial services or consulting is required, with at least 4+ years of professional experience showcasing a proven track record of success in client-facing roles./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptExperience in investment management or enterprise software deployments is essential, demonstrating a history of delivering superior client experiences in relevant fields./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThe ability to learn and adapt is crucial, with an openness to acquiring new knowledge and skills and a proactive approach to adapting to changing environments and technologies./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProficiency in programming or scripting, particularly in Python, is necessary to support and enhance platform functionalities./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong organizational skills are required to set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA willingness to travel is important, as flexibility to travel as needed will help meet client requirements and support project initiatives, enhancing client relationships and project success./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA genuine passion for technology and finance is essential, driving continuous learning and improvement in both areas./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThe ability to adapt in a dynamic environment is necessary, demonstrating resilience and flexibility in the face of challenges./span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongIdeally, you’ll also have/strong/span/pp /pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptThe Practical experience in investment management software implementations is highly desirable, showcasing your ability to deploy software solutions effectively within the investment management sector./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong leadership skills are important, as they enable you to guide and inspire teams, driving project success and fostering a culture of innovation and collaboration./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA genuine interest in technology and finance is essential, motivating you to engage in continuous learning and professional growth in both fields./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptFlexibility and a willingness to travel are important, as this will allow you to meet client requirements and support project initiatives, ultimately enhancing client relationships and project success./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPrevious experience in client-facing roles within the financial services or consulting sectors is advantageous, as it demonstrates your ability to deliver exceptional client experiences and understand client needs effectively./spanbrbr/li/ulpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhat we look forbrbr/strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProfessionals with prior work experience in FinTech / Wealth Management / Financial Markets, who have team-work approach and growth mindset./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhat we offer/strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations –  Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career./span/pp /pul type=discli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongContinuous learning/strong: You’ll develop the mindset and skills to navigate whatever comes next./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongSuccess as defined by you/strong: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongTransformative leadership/strong: We’ll give you the insights, coaching and confidence to be the leader the world needs./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongDiverse and inclusive culture: /strongYou’ll be embraced for who you are and empowered to use your voice to help others find theirs./span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongAbout EY/strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongEY | Building a better working world/strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets./span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEnabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate./span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWorking across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today./span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongIf you can demonstrate that you meet the criteria above, please contact us as soon as possible./strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongThe exceptional EY experience. It’s yours to build./strong/spanbrbr/ppspan style=font-family:arial, helvetica, sans-serif;font-size:10.0ptIn compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline./span/p