Head of Production Management - WFG
to drive adoption and use. Deep understanding of financial services supply chain protocols and integration standards (DTCC...
to drive adoption and use. Deep understanding of financial services supply chain protocols and integration standards (DTCC...
, DTCC, Wealth platforms) in support of alternative investments. The role requires a qualified leader with product management... platforms, DTCC and wealth or brokerage platforms Partner with Operations and Technology to define and translate connectivity...
is preferred Competent in Microsoft Office programs, familiarity with the following is a plus: SWIFT, Bloomberg, DTCC CTM, DTCC... Alert, DTCC TradeSuite, TradeNexus, FIA Tech, IceLink, MarkitWire, Markit Trade Manager, CloudMargin and triOptima’s suite...
models. Understanding of industry standards like Pershing, FINRA/SEC, LIMRA, DTCC/NSCC, Morningstar, SMA/UMA, and Advisory...
, securities processing, cash management, and settlement across platforms such as Broadridge BPSA, ICI, COGNOS, DTCC MUSA, Postedge... in settlement platforms: Broadridge BPSA, ICI, COGNOS, DTCC MUSA, Postedge, IHS Markit WSO, GLOSS, Loanet, EquiLend Understanding...
, Disability Income and Annuity Order Entry Investment Custodian Platforms Needs Analysis / Financial Planning Software DTCC...
using DTCC, Omgeo (Oasys and CTM), and Traiana a plus Prime Brokerage Margin, Collateral Management, Settlements...
such as Blackrock Solutions Aladdin, Omgeo, Bloomberg, DTCC, MarkitSERV and CLS as well as clearing institutions. Motivated team player...