Hybrid Tech Solutions Specialist: Automation, Data & BI

Curi Capital; Chicago (IL); Híbrido; USD 75 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Comprehensive health benefits

Education assistance

401(k) with employer match

Flexible time off

Short-term disability

Long-term disability

Paid holidays

Resumo da oferta

A financial advisory firm in Chicago is seeking a Technology Solutions Generalist to support its technology strategy and operations. This mid-senior level position calls for 3-5 years experience in financial services. Responsibilities include managing IT processes, optimizing third-party systems, and collaborating on data integrity initiatives. Comprehensive benefits are offered to eligible team members, including healthcare and 401(k) matching.

Qualificações

• Bachelor’s Degree from a four-year college or university or equivalent experience.
• Experience working in the RIA industry with relevant software.
• Knowledge in Business Intelligence and data management.

Responsabilidades

• Manage IT processes and optimize third-party systems.
• Automate manual processes to enhance efficiency.
• Support firm-wide tech initiatives including data and cybersecurity.

Conhecimentos

Workflow automation

Data management

Communication skills

Organization

Self-management

Formação académica

Bachelor’s Degree in relevant field

Ferramentas

Advent APX/Moxy

Envestnet Tamarac

Salesforce Financial Services Cloud

Microsoft SQL Server

Tableau

Descrição da oferta de emprego

A financial advisory firm in Chicago is seeking a Technology Solutions Generalist to support its technology strategy and operations. This mid-senior level position calls for 3-5 years experience in financial services. Responsibilities include managing IT processes, optimizing third-party systems, and collaborating on data integrity initiatives. Comprehensive benefits are offered to eligible team members, including healthcare and 401(k) matching.