Business SME at EXL Talent Acquisition Team
, , United States -
Full Time


Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Wealth Management, Equity Trading, Pershing Ecosystem, NetX360, NetXInvestor, U.S. Equity Buy/Sell Lifecycles, Regulatory Frameworks, Risk Management, Retail Trading Processes, Margin Trading, Offshore Trading Access, Risk Frameworks, NFR, Problem Solving, Refinitiv, Morningstar

Industry

Business Consulting and Services

Description
We are seeking a highly skilled Wealth Management professional to drive the end-to-end equity trading journey and back-end operational logic for our Wealth Trilogy platform. The ideal candidate will possess deep Subject Matter Expertise (SME) in the Pershing ecosystem and a strong understanding of U.S. equity buy/sell lifecycles, regulatory frameworks, and risk management
Responsibilities
The role involves driving the end-to-end equity trading journey and defining the back-end operational logic for the Wealth Trilogy platform. This requires deep subject matter expertise within the wealth management domain.
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