WealthTech Product Specialist

First Rate; Arlington (TX); Sur place; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision coverage

Company-funded HSA contributions

Industry-leading 401(k) match

Profit sharing opportunities

Paid parental leave

Paid time off

Life and disability insurance

Employee perks and sabbaticals

Résumé du poste

First Rate in Arlington, TX is seeking a Product Specialist to support wealth management technology solutions across front-office and back-office offerings. You will partner with product managers, stakeholders and clients to drive enhancements, support strategic initiatives and deliver exceptional experiences.

You will contribute to discovery, requirements gathering, testing, releases and continuous improvement while collaborating with teams across the organization.

Qualifications

• 3+ years with First Rate Professional and Core applications.
• Strong knowledge of financial services, investment operations and reporting.
• Clear-thinking and problem-solving skills for stakeholder requirements.
• Self-directed with good judgment to escalate when needed.
• Excellent verbal and written communication for technical and non-technical audiences.
• Experience gathering requirements and producing process flows.

Responsabilités

• Maintain knowledge of legacy and current First Rate versions and workflows.
• Support product discovery, demonstrations, and requirements gathering.
• Coordinate accurate product information for demos and RFPs.
• Assist QA activities including test scenarios and defect documentation.
• Support onboarding, training, and documentation review.
• Communicate clearly with clients and cross-functional teams.

Connaissances

Financial services knowledge

Critical thinking

Stakeholder communication

Requirements gathering

Self-directed

Presentation skills

Team collaboration

Outils

SharePoint

PowerPoint

Excel

Teams

Word

Description du poste

First Rate in Arlington, TX is seeking a Product Specialist to support wealth management technology solutions across front-office and back-office offerings. You will partner with product managers, stakeholders and clients to drive enhancements, support strategic initiatives and deliver exceptional experiences.

You will contribute to discovery, requirements gathering, testing, releases and continuous improvement while collaborating with teams across the organization.