IRAS Consultant
Core
Solves complex client problems, manages high-level client relationships, and leads process improvements within wealth management and asset servicing operations.
Role type
Senior IRAS Consultant (Wealth Management/Asset Servicing)
Builds
Client reporting, financial metric interpretations, and strategic solutions for sophisticated clients.
Domain
Wealth Management / Asset Servicing / Banking
Deliverable
client delivery
Required skills
complex problem solving, judgment based on multi-source analysis, process improvement, independent client relationship management, risk mitigation, strategic project leadership, data quality oversight, mentorship, sales process participation, cross-functional coordination
Preferred skills
specialized depth in IRAS discipline, sophisticated analytical thought, ability to communicate difficult concepts, negotiation skills
Technologies
N/A
Responsibilities
Independently manage complex client relationships and inquiries; lead client projects and provide solutions; provide leadership and mentorship to less tenured team members; interface with senior staff and client CIOs/Treasurers; assist management with strategic initiatives; participate in the sales process as subject matter expert.
Seniority
Senior, hands-on IC with mentorship responsibilities
